Compare · 2 funds side by side · dividends reinvested

MDST and IVV

MDSTWestwood×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

MDST and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Westwood Salient Enhanced Midstream Income ETFIncome · Dividend stocks0.80%10.02%+11.2%+16.8%[…][…]−8.6%14.3%$288M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.5

Rank among the two1st → 2ndFee, 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: MDST 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Westwood Salient Enhanced Midstream Income ETF · $288M[…]

MDST

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

MDSTMeasureIVV

+11.2%Year to dateJan 1 → Nov 6+8.7%

+16.8%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

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

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

10.02%Trailing 12-mo yield$1,002 · $114 a year on $10k1.14%

−8.6%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.6%

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

4–2MDST wins

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

More Ways to See the Pairs

MDST vs IVV: Top 5 Holdings

Today

MDST

38.5%in top 5

IVV

in top 527.8%

MDSTStockIVV

9.4%ETnot top 5

8.4%ENBnot top 5

8.0%WMBnot top 5

not top 5AAPL7.9%

7.1%EPDnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

5.7%KMInot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.4%

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

MDST vs IVV Returns, Every Period

WestwoodMDST

+16.8%

past year

IVViShares

+9.8%

past year

MDSTIVVFaded: behind in that period

2–0MDST wins

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

Income vs Core: MDST vs IVV

YTD

WestwoodMDST

+11.2%

IVViShares

+8.7%

+11.2%Year to date+8.7%

−8.6%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.6%

10.0%Yield1.1%

$288MAssets$850B

3–1MDST wins

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

Cost, Income and Risk

Fees: MDST, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MDST0.80%$80

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

Yields: MDST, IVV

10.02%highest, MDST

FundTrailing yieldYield$10k

MDST10.02%$1,002

IVV1.14%$114

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

Income After Fees on $10,000

$922most kept, MDST

MDST$1,002 − $80 = $922

IVV$114 − $3 = $111

KeptFee

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

Overlap: MDST, IVV

Today

0.4%most shared, MDST and IVV

MDSTIVV

MDST—0.4%

IVV0.4%—

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

Return vs Bumpiness: 2 ETFs

+16.8%MDST, at 14.3% volatility

IVVWorst drop−8.9%13.6% vol

MDSTWorst drop−8.6%14.3% vol

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

Paid More vs Made More

YTD

MDSTIVV

+11.2%Year to date+8.7%

10.0%Yield1.1%

+16.8%Past year+9.8%

0.80%Fee0.03%

3–1MDST wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

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$850B

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