Compare · 2 funds side by side · dividends reinvested

MDST and SPY

MDSTWestwood×SPYSPDR×
$7.5k$10k$12.5k$15k$17.5k$20kLow $7,923 · 2022SPY$17,099Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two
02 / 04

MDST and SPY, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Westwood Salient Enhanced Midstream Income ETFIncome · Dividend stocks0.80%9.96%+11.8%+19.1%[…][…]−8.1%14.3%$298M1.3
State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.5
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: MDST 2024 · SPY 1993
@TheETFTracker·theetftracker.com

Head to Head

5Y
Westwood Salient Enhanced Midstream Income ETF · $298M[…]
MDST
SPY
State Street SPDR S&P 500 ETF · $805B$17,099

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

MDSTMeasureSPY
+11.8%Year to dateJan 1 → Nov 5+8.3%
+19.1%1 yearTotal return+9.7%
[…]3 years · per year$10,000 became […] · $18,174+22.0%
[…]5 years · per year$10,000 became […] · $17,099+11.3%
0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%
9.96%Trailing 12-mo yield$996 · $103 a year on $10k1.03%
−8.1%Worst dropSmaller is better−8.9%
14.3%VolatilityLower is calmer13.6%
MDSTSPY Winner of the row, in its colourEach row: the bigger of the two fills its side
4–2MDST wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

MDST vs SPY: Top 5 Holdings

Today
38.3%in top 5
SPY
in top 527.7%
MDSTStockSPY
9.2%ETnot top 5
8.2%ENBnot top 5
8.2%WMBnot top 5
not top 5AAPL7.7%
not top 5NVDA7.3%
6.9%EPDnot top 5
not top 5MSFT6.2%
5.7%KMInot top 5
not top 5AMZN3.9%
not top 5GOOGL2.6%
Held in common0.4%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

MDST vs SPY Returns, Every Period

1Y
WestwoodMDST
+19.1%
past year
SPYSPDR
+9.7%
past year
0%+10%+20%+11.8%+8.3%YTD+19.1%+9.7%1 year
MDSTSPYFaded: behind in that period
2–0MDST wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Core: MDST vs SPY

YTD
WestwoodMDST
+11.8%
SPYSPDR
+8.3%
Jan 1Nov 5+11.8%+8.3%
+11.8%Year to date+8.3%
−8.1%Worst drop · 1Y−8.9%
14.3%Volatility · 1Y13.6%
10.0%Yield1.0%
$298MAssets$805B
3–1MDST wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: MDST, SPY

Today
0.09%lowest, SPY
FundExpense ratioFee$10k
SPY0.09%$9
MDST0.80%$80
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: MDST, SPY

1Y
9.96%highest, MDST
FundTrailing yieldYield$10k
MDST9.96%$996
SPY1.03%$103
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$916most kept, MDST
MDST$996 − $80 = $916
SPY$103 − $9 = $94
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: MDST, SPY

Today
0.4%most shared, MDST and SPY
MDSTSPY
MDST—0.4%
SPY0.4%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+19.1%MDST, at 14.3% volatility
0%+5%+10%+15%+20%+25%10%15%20%Volatility · 1 year → bumpierMDST +19.1%SPY +9.7%
SPYWorst drop−8.9%13.6% vol
MDSTWorst drop−8.1%14.3% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 5+11.8%+8.3%
+11.8%Year to date+8.3%
10.0%Yield1.0%
+19.1%Past year+9.7%
0.80%Fee0.09%
3–1MDST wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$805B
2–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com