Compare · 3 funds side by side · dividends reinvested

IVV, MSST and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, MSST and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

YieldMax MSTR Performance & Distribution Target 25 ETFThematic Income · A single stock0.99%30.61%−19.9%[…][…][…][…][…]$6M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · MSST 2025 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

MSST

YieldMax MSTR Performance & Distribution Target 25 ETF · $6M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureMSST

+11.3%Year to dateJan 1 → Nov 9−19.9%

+13.6%1 yearTotal return[…]

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $99 a year on $10k · lower is better0.99%

1.11%Trailing 12-mo yield$111 · $3,061 a year on $10k30.61%

−8.9%Worst dropSmaller is better[…]

13.8%VolatilityLower is calmer[…]

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

2–1IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs MSST: Top 5 Holdings

Today

IVV

27.8%in top 5

MSST

in top 5[…]

IVVStockMSST

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

IVV vs MSST Returns, Every Period

iSharesIVV

+13.6%

past year

MSSTYieldMax

[…]

past year

IVVMSSTFaded: behind in that period

1–0IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs MSST

YTD

iSharesIVV

+11.3%

MSSTYieldMax

−19.9%

+11.3%Year to date−19.9%

−8.9%Worst drop · 1Y[…]

13.8%Volatility · 1Y[…]

1.1%Yield30.6%

$875BAssets$5.9M

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, MSST, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

MSST0.99%$99

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, MSST, VOO

30.61%highest, MSST

FundTrailing yieldYield$10k

MSST30.61%$3,061

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,962most kept, MSST

MSST$3,061 − $99 = $2,962

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, MSST, VOO

Today

92.7%most shared, IVV and VOO

IVVMSSTVOO

IVV—[…]92.7%

MSST[…]—[…]

VOO92.7%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

MSSTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MSSTIVV

−19.9%Year to date+11.3%

30.6%Yield1.1%

[…]Past year+13.6%

0.99%Fee0.03%

2–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026