Compare · 2 funds side by side · dividends reinvested

MSST and SPYM

MSSTYieldMax×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 03

MSST and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.1

YieldMax MSTR Performance & Distribution Target 25 ETFThematic Income · A single stock0.99%27.67%−11.4%[…][…][…][…][…]$6M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: MSST 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax MSTR Performance & Distribution Target 25 ETF · $6M[…]

MSST

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested

MSSTMeasureSPYM

−11.4%Year to dateJan 1 → Nov 4+13.4%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.99%Expense ratio$99 · $2 a year on $10k · lower is better0.02%

27.67%Trailing 12-mo yield$2,767 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.8%

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

1–2SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSST vs SPYM: Top 5 Holdings

Today

MSST

[…]in top 5

SPYM

in top 527.3%

MSSTStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

MSST vs SPYM Returns, Every Period

YieldMaxMSST

[…]

past year

SPYMSPDR

+13.5%

past year

MSSTSPYMFaded: behind in that period

0–1SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: MSST vs SPYM

YTD

YieldMaxMSST

−11.4%

SPYMSPDR

+13.4%

−11.4%Year to date+13.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.8%

27.7%Yield1.0%

$6.0MAssets$185B

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSST, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MSST0.99%$99

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MSST, SPYM

27.67%highest, MSST

FundTrailing yieldYield$10k

MSST27.67%$2,767

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,668most kept, MSST

MSST$2,767 − $99 = $2,668

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MSST, SPYM

Today

[…]holdings […]

MSSTSPYM

MSST—[…]

SPYM[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

MSSTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MSSTSPYM

−11.4%Year to date+13.4%

27.7%Yield1.0%

[…]Past year+13.5%

0.99%Fee0.02%

2–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026