Compare · 2 funds side by side · dividends reinvested

MSFO and SPY

MSFOYieldMax×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

MSFO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.1

YieldMax MSFT Option Income Strategy ETFThematic Income · A single stock1.03%37.61%+8.0%+2.4%+15.9%[…]−27.3%28.7%$96M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: MSFO 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax MSFT Option Income Strategy ETF · $96M[…]

MSFO

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested

MSFOMeasureSPY

+8.0%Year to dateJan 1 → Nov 3+11.5%

+2.4%1 yearTotal return+11.8%

+15.9%3 years · per year$10,000 became $15,565 · $19,046+24.0%

[…]5 years · per year$10,000 became […] · $17,688+12.1%

1.03%Expense ratio$103 · $9 a year on $10k · lower is better0.09%

37.61%Trailing 12-mo yield$3,761 · $101 a year on $10k1.01%

−27.3%Worst dropSmaller is better−8.9%

28.7%VolatilityLower is calmer12.8%

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

1–6SPY wins

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

More Ways to See the Pairs

MSFO vs SPY: Top 5 Holdings

Today

MSFO

[…]in top 5

SPY

in top 527.4%

MSFOStockSPY

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

MSFO vs SPY Returns, Every Period

YieldMaxMSFO

+2.4%

past year

SPYSPDR

+11.8%

past year

MSFOSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Core: MSFO vs SPY

YTD

YieldMaxMSFO

+8.0%

SPYSPDR

+11.5%

+8.0%Year to date+11.5%

−27.3%Worst drop · 1Y−8.9%

28.7%Volatility · 1Y12.8%

37.6%Yield1.0%

$95.6MAssets$798B

3–1SPY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSFO, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MSFO1.03%$103

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MSFO, SPY

37.61%highest, MSFO

FundTrailing yieldYield$10k

MSFO37.61%$3,761

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$3,658most kept, MSFO

MSFO$3,761 − $103 = $3,658

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MSFO, SPY

Today

[…]holdings […]

MSFOSPY

MSFO—[…]

SPY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

SPYWorst drop−8.9%12.8% vol

MSFOWorst drop−27.3%28.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MSFOSPY

+8.0%Year to date+11.5%

37.6%Yield1.0%

+2.4%Past year+11.8%

1.03%Fee0.09%

3–1SPY wins

End-of-day Nov 3, 2026

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%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026