Compare · 2 funds side by side · dividends reinvested

MDST and IVV

MDSTWestwood×IVViShares×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,265IVV · best of the two

Story of the two · IncomeMost incomeMDST · 9.44% · $944 a year on $10k

Story of the two · RiskSmallest drop

MDST and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Westwood Salient Enhanced Midstream Income ETFIncome · Dividend stocks0.80%9.44%+18.1%+20.7%[…][…]−8.6%14.5%$293M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$879B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: MDST 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Westwood Salient Enhanced Midstream Income ETF · $293M[…]

MDST

IVV

iShares Core S&P 500 ETF · $879B$17,265

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

MDSTMeasureIVV

+18.1%

More Ways to See the Pairs

MDST vs IVV: Top 5 Holdings

Today

MDST

38.2%in top 5

IVV

in top 526.8%

MDSTStockIVV

9.1%ETnot top 5

8.2%WMBnot top 5

8.0%ENBnot top 5

not top 5AAPL7.9%

7.0%EPDnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: MDST, IVV

1Y

9.44%highest, MDST

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 13

+11.5%

+20.7%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $17,931+21.5%

[…]5 years · per year$10,000 became […] · $17,265+11.5%

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

9.44%Trailing 12-mo yield$944 · $111 a year on $10k1.11%

−8.6%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.8%

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

4–2MDST wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NVDA6.4%

5.9%LNGnot top 5

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.4%

End-of-day Nov 13, 2026 · share of each fund

MDST vs IVV Returns, Every Period

1Y

WestwoodMDST

+20.7%

past year

IVViShares

+11.6%

past year

MDSTIVVFaded: behind in that period

2–0MDST wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Core: MDST vs IVV

YTD

WestwoodMDST

+18.1%

IVViShares

+11.5%

+18.1%Year to date+11.5%

−8.6%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.8%

9.4%Yield1.1%

$293MAssets$879B

3–1MDST wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

MDST9.44%$944

IVV1.11%$111

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$864most kept, MDST

MDST$944 − $80 = $864

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.7%MDST, at 14.5% volatility

IVVWorst drop−8.9%13.8% vol

MDSTWorst drop−8.6%14.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

MDSTIVV

+18.1%Year to date+11.5%

9.4%Yield1.1%

+20.7%Past year+11.6%

0.80%Fee0.03%

3–1MDST wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$879B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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MDST and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two