Compare · 2 funds side by side · dividends reinvested

MST and VYM

MSTDefiance×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,254VYM · best of the two

02 / 04

MST and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.1

Leveraged Long + Income MSTR ETFThematic Income · A single stock2.02%249.66%−65.0%−85.5%[…][…]−91.2%144.5%$20M1.8

Rank among the two1st → 2ndFee, 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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

MST

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,254

$10,000 five years ago, dividends reinvested

MSTMeasureVYM

−65.0%Year to dateJan 1 → Nov 9+15.4%

−85.5%1 yearTotal return+19.5%

[…]3 years · per year$10,000 became […] · $17,150+19.7%

[…]5 years · per year$10,000 became […] · $17,254+11.5%

2.02%Expense ratio$202 · $4 a year on $10k · lower is better0.04%

249.66%Trailing 12-mo yield$24,966 · $226 a year on $10k2.26%

−91.2%Worst dropSmaller is better−6.7%

144.5%VolatilityLower is calmer10.8%

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

1–5VYM 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 VYM: Top 5 Holdings

Today

MST

[…]in top 5

VYM

in top 518.2%

MSTStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common[…]

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

MST vs VYM Returns, Every Period

DefianceMST

−85.5%

past year

VYMVanguard

+19.5%

past year

MSTVYMFaded: behind in that period

0–2VYM wins

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

MST vs VYM

YTD

DefianceMST

−65.0%

VYMVanguard

+15.4%

−65.0%Year to date+15.4%

−91.2%Worst drop · 1Y−6.7%

144.5%Volatility · 1Y10.8%

249.7%Yield2.3%

$19.7MAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: MST, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

MST2.02%$202

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

Yields: MST, VYM

249.66%highest, MST

FundTrailing yieldYield$10k

MST249.66%$24,966

VYM2.26%$226

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

Income After Fees on $10,000

$24,764most kept, MST

MST$24,966 − $202 = $24,764

VYM$226 − $4 = $222

KeptFee

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

Overlap: MST, VYM

Today

[…]holdings […]

MSTVYM

MST—[…]

VYM[…]—

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

Return vs Bumpiness: 2 ETFs

+19.5%VYM, at 10.8% volatility

VYMWorst drop−6.7%10.8% 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

MSTVYM

−65.0%Year to date+15.4%

249.7%Yield2.3%

−85.5%Past year+19.5%

2.02%Fee0.04%

3–1VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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