Compare · 3 funds side by side · dividends reinvested

DFII, VOO and MSTY

DFIIFirst Trust×VOOVanguard×MSTYYieldMax×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

DFII, VOO and MSTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.3

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.23%−15.8%−27.8%[…][…]−42.6%41.9%$20M2.2

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%141.47%−14.7%−44.1%[…][…]−62.3%70.0%$947M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFII 2025 · VOO 2010 · MSTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,177

VOO

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

$10,000 five years ago, dividends reinvested

VOOMeasureDFII

+8.7%Year to dateJan 1 → Nov 6−15.8%

+9.8%1 yearTotal return−27.8%

+21.8%3 years · per year$10,000 became $18,079 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $85 a year on $10k · lower is better0.85%

1.10%Trailing 12-mo yield$110 · $2,023 a year on $10k20.23%

−8.9%Worst dropSmaller is better−42.6%

13.5%VolatilityLower is calmer41.9%

VOODFII Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1VOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs DFII: Top 5 Holdings

Today

VOO

28.3%in top 5

DFII

in top 5[…]

VOOStockDFII

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VOO vs DFII Returns, Every Period

VanguardVOO

+9.8%

past year

DFIIFirst Trust

−27.8%

past year

VOODFIIFaded: behind in that period

2–0VOO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: VOO vs MSTY

YTD

VanguardVOO

+8.7%

MSTYYieldMax

−14.7%

+8.7%Year to date−14.7%

−8.9%Worst drop · 1Y−62.3%

13.5%Volatility · 1Y70.0%

1.1%Yield141.5%

$1.00TAssets$947M

3–1VOO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFII, VOO, MSTY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFII0.85%$85

MSTY1.03%$103

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFII, VOO, MSTY

141.47%highest, MSTY

FundTrailing yieldYield$10k

MSTY141.47%$14,147

DFII20.23%$2,023

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$14,044most kept, MSTY

MSTY$14,147 − $103 = $14,044

DFII$2,023 − $85 = $1,938

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFII, VOO, MSTY

Today

[…]holdings […]

DFIIVOOMSTY

DFII—[…][…]

VOO[…]—[…]

MSTY[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

DFIIWorst drop−42.6%41.9% vol

MSTYWorst drop−62.3%70.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYVOO

−14.7%Year to date+8.7%

141.5%Yield1.1%

−44.1%Past year+9.8%

1.03%Fee0.03%

3–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026