Compare · 3 funds side by side · dividends reinvested

MST, VTI and IVV

MSTDefiance×VTIVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

MST, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.8

Leveraged Long + Income MSTR ETFSingle-Stock Leverage2.02%249.77%−65.0%−85.5%[…][…]−91.2%144.5%$20M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: MST 2025 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Leveraged Long + Income MSTR ETF · $20M[…]

MST

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

$10,000 five years ago, dividends reinvested

MSTMeasureVTI

−65.0%Year to dateJan 1 → Nov 9+11.6%

−85.5%1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $18,090+21.8%

[…]5 years · per year$10,000 became […] · $16,697+10.8%

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

249.77%Trailing 12-mo yield$24,977 · $106 a year on $10k1.06%

−91.2%Worst dropSmaller is better−8.9%

144.5%VolatilityLower is calmer13.9%

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

1–5VTI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MST vs VTI: Top 5 Holdings

Today

MST

[…]in top 5

VTI

in top 525.0%

MSTStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

MST vs VTI Returns, Every Period

DefianceMST

−85.5%

past year

VTIVanguard

+13.9%

past year

MSTVTIFaded: behind in that period

0–2VTI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Core: MST vs IVV

YTD

DefianceMST

−65.0%

IVViShares

+11.3%

−65.0%Year to date+11.3%

−91.2%Worst drop · 1Y−8.9%

144.5%Volatility · 1Y13.8%

249.8%Yield1.1%

$19.7MAssets$875B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MST, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

MST2.02%$202

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MST, VTI, IVV

249.77%highest, MST

FundTrailing yieldYield$10k

MST249.77%$24,977

IVV1.11%$111

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$24,775most kept, MST

MST$24,977 − $202 = $24,775

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MST, VTI, IVV

Today

86.0%most shared, VTI and IVV

MSTVTIIVV

MST—[…][…]

VTI[…]—86.0%

IVV[…]86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.9%VTI, at 13.9% volatility

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

MSTWorst drop−91.2%144.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MSTVTI

−65.0%Year to date+11.6%

249.8%Yield1.1%

−85.5%Past year+13.9%

2.02%Fee0.03%

3–1VTI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026