Compare · 3 funds side by side · dividends reinvested

MDST, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeMDST · 9.71% · $971 a year on $10k

Story of the three · RiskSmallest drop

MDST, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Westwood Salient Enhanced Midstream Income ETFIncome · Dividend stocks0.80%9.71%+14.8%+18.8%[…][…]−8.6%14.4%$280M1.7

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: MDST 2024 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Westwood Salient Enhanced Midstream Income ETF · $280M[…]

MDST

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

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

MDSTMeasure

More Ways to See the Pairs

MDST vs SPY: Top 5 Holdings

Today

MDST

38.2%in top 5

SPY

in top 527.3%

MDSTStockSPY

9.2%ETnot top 5

8.1%ENBnot top 5

8.1%WMBnot top 5

not top 5AAPL7.9%

7.1%EPDnot top 5

Cost, Income and Risk

Fees: MDST, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MDST0.80%$80

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

Yields: MDST, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPY

+14.8%Year to dateJan 1 → Nov 10+10.8%

+18.8%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,888+21.4%

[…]5 years · per year$10,000 became […] · $17,358+11.7%

0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%

9.71%Trailing 12-mo yield$971 · $101 a year on $10k1.01%

−8.6%Worst dropSmaller is better−8.9%

14.4%VolatilityLower is calmer13.8%

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

4–2MDST wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NVDA6.6%

not top 5MSFT6.2%

5.7%LNGnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.4%

End-of-day Nov 10, 2026 · share of each fund

MDST vs SPY Returns, Every Period

1Y

WestwoodMDST

+18.8%

past year

SPYSPDR

+13.0%

past year

MDSTSPYFaded: behind in that period

2–0MDST wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Core: MDST vs IVV

YTD

WestwoodMDST

+14.8%

IVViShares

+10.9%

+14.8%Year to date+10.9%

−8.6%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y13.8%

9.7%Yield1.1%

$280MAssets$875B

3–1MDST wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

9.71%highest, MDST

FundTrailing yieldYield$10k

MDST9.71%$971

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$891most kept, MDST

MDST$971 − $80 = $891

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MDST, SPY, IVV

Today

99.9%most shared, SPY and IVV

MDSTSPYIVV

MDST—0.4%0.4%

SPY0.4%—99.9%

IVV0.4%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.8%MDST, at 14.4% volatility

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

MDSTWorst drop−8.6%14.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

MDSTIVV

+14.8%Year to date+10.9%

9.7%Yield1.1%

+18.8%Past year+13.0%

0.80%Fee0.03%

3–1MDST wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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MDST, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three