Compare · 3 funds side by side · dividends reinvested

MST, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

MST, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.9

Leveraged Long + Income MSTR ETFThematic Income · A single stock2.02%233.16%−62.6%−86.6%[…][…]−92.2%144.9%$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 6, 2026 · returns include dividends · since: MST 2025 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

MST

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested

MSTMeasureSPY

−62.6%Year to dateJan 1 → Nov 6+8.7%

−86.6%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

2.02%Expense ratio$202 · $9 a year on $10k · lower is better0.09%

233.16%Trailing 12-mo yield$23,316 · $103 a year on $10k1.03%

−92.2%Worst dropSmaller is better−8.9%

144.9%VolatilityLower is calmer13.6%

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

1–5SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MST vs SPY: Top 5 Holdings

Today

MST

[…]in top 5

SPY

in top 527.8%

MSTStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MST vs SPY Returns, Every Period

DefianceMST

−86.6%

past year

SPYSPDR

+9.7%

past year

MSTSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: MST vs IVV

YTD

DefianceMST

−62.6%

IVViShares

+8.7%

−62.6%Year to date+8.7%

−92.2%Worst drop · 1Y−8.9%

144.9%Volatility · 1Y13.6%

233.2%Yield1.1%

$23.7MAssets$850B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MST, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MST2.02%$202

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MST, SPY, IVV

233.16%highest, MST

FundTrailing yieldYield$10k

MST233.16%$23,316

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$23,114most kept, MST

MST$23,316 − $202 = $23,114

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MST, SPY, IVV

Today

99.9%most shared, SPY and IVV

MSTSPYIVV

MST—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

MSTWorst drop−92.2%144.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MSTIVV

−62.6%Year to date+8.7%

233.2%Yield1.1%

−86.6%Past year+9.8%

2.02%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026