Compare · 2 funds side by side · dividends reinvested

MSTI and SPY

MSTIMadison Funds×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

MSTI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

Madison Short Term Strategic Income ETFIncome · Dividend stocks0.36%5.38%+1.3%+2.0%+5.9%[…]−1.7%2.2%$46M1.6

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: MSTI 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Madison Short Term Strategic Income ETF · $46M[…]

MSTI

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MSTIMeasureSPY

+1.3%Year to dateJan 1 → Nov 4+13.3%

+2.0%1 yearTotal return+13.4%

+5.9%3 years · per year$10,000 became $11,862 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.36%Expense ratio$36 · $9 a year on $10k · lower is better0.09%

5.38%Trailing 12-mo yield$538 · $99 a year on $10k0.99%

−1.7%Worst dropSmaller is better−8.9%

2.2%VolatilityLower is calmer12.9%

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

3–4SPY wins

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

More Ways to See the Pairs

MSTI vs SPY: Top 5 Holdings

Today

MSTI

14.6%in top 5

SPY

in top 527.3%

MSTIStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

3.8%8AMMF0JAnot top 5

not top 5AMZN3.8%

3.3%91282CRMnot top 5

2.7%91282CJAnot top 5

not top 5GOOGL2.5%

2.4%31418ELXnot top 5

2.3%3132DWJGnot top 5

Held in common0.0%

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

MSTI vs SPY Returns, Every Period

Madison FundsMSTI

+2.0%

past year

SPYSPDR

+13.4%

past year

MSTISPYFaded: behind in that period

0–3SPY wins

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

Income vs Core: MSTI vs SPY

YTD

Madison FundsMSTI

+1.3%

SPYSPDR

+13.3%

+1.3%Year to date+13.3%

−1.7%Worst drop · 1Y−8.9%

2.2%Volatility · 1Y12.9%

5.4%Yield1.0%

$46.4MAssets$798B

3–1MSTI wins

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

Cost, Income and Risk

Fees: MSTI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MSTI0.36%$36

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

Yields: MSTI, SPY

5.38%highest, MSTI

FundTrailing yieldYield$10k

MSTI5.38%$538

SPY0.99%$99

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

Income After Fees on $10,000

$502most kept, MSTI

MSTI$538 − $36 = $502

SPY$99 − $9 = $90

KeptFee

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

Overlap: MSTI, SPY

Today

0.0%most shared, MSTI and SPY

MSTISPY

MSTI—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

MSTIWorst drop−1.7%2.2% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

MSTISPY

+1.3%Year to date+13.3%

5.4%Yield1.0%

+2.0%Past year+13.4%

0.36%Fee0.09%

3–1SPY 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