Compare · 3 funds side by side · dividends reinvested

MST, IVV and VOO

MSTDefiance×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

MST, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.8

Leveraged Long + Income MSTR ETFThematic Income · A single stock2.02%233.40%−62.6%−85.7%[…][…]−92.2%145.1%$24M2.7

Rank among the three1st → 3rdFee, 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: MST 2025 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Leveraged Long + Income MSTR ETF · $24M[…]

MST

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested

MSTMeasureIVV

−62.6%Year to dateJan 1 → Nov 5+8.4%

−85.7%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

2.02%Expense ratio$202 · $3 a year on $10k · lower is better0.03%

233.40%Trailing 12-mo yield$23,340 · $114 a year on $10k1.14%

−92.2%Worst dropSmaller is better−8.9%

145.1%VolatilityLower is calmer13.6%

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

1–5IVV wins

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

More Ways to See the Pairs

MST vs IVV: Top 5 Holdings

Today

MST

[…]in top 5

IVV

in top 527.7%

MSTStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MST vs IVV Returns, Every Period

DefianceMST

−85.7%

past year

IVViShares

+9.7%

past year

MSTIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: MST vs IVV

YTD

DefianceMST

−62.6%

IVViShares

+8.4%

−62.6%Year to date+8.4%

−92.2%Worst drop · 1Y−8.9%

145.1%Volatility · 1Y13.6%

233.4%Yield1.1%

$23.7MAssets$850B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MST, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

MST2.02%$202

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MST, IVV, VOO

233.40%highest, MST

FundTrailing yieldYield$10k

MST233.40%$23,340

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$23,138most kept, MST

MST$23,340 − $202 = $23,138

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MST, IVV, VOO

Today

93.5%most shared, IVV and VOO

MSTIVVVOO

MST—[…][…]

IVV[…]—93.5%

VOO[…]93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

MSTWorst drop−92.2%145.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MSTVOO

−62.6%Year to date+8.4%

233.4%Yield1.1%

−85.7%Past year+9.8%

2.02%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026