Compare · 2 funds side by side · dividends reinvested

MSTQ and SPY

MSTQLittle Harbor Advisors×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

MSTQ 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%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.1

LHA Market State Tactical Q ETFUnsorted1.59%13.88%+0.6%−1.7%+18.9%[…]−15.8%19.7%$36M1.9

Rank among the two1st → 2ndFee, 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: MSTQ 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

LHA Market State Tactical Q ETF · $36M[…]

MSTQ

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

MSTQMeasureSPY

+0.6%Year to dateJan 1 → Nov 5+8.3%

−1.7%1 yearTotal return+9.7%

+18.9%3 years · per year$10,000 became $16,818 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

1.59%Expense ratio$159 · $9 a year on $10k · lower is better0.09%

13.88%Trailing 12-mo yield$1,388 · $103 a year on $10k1.03%

−15.8%Worst dropSmaller is better−8.9%

19.7%VolatilityLower is calmer13.6%

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

1–6SPY wins

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

More Ways to See the Pairs

MSTQ vs SPY: Top 5 Holdings

Today

MSTQ

48.7%in top 5

SPY

in top 527.7%

MSTQStockSPY

48.7%QQQnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

MSTQ vs SPY Returns, Every Period

Little Harbor AdvisorsMSTQ

−1.7%

past year

SPYSPDR

+9.7%

past year

MSTQSPYFaded: behind in that period

0–3SPY wins

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

Unsorted vs Core: MSTQ vs SPY

YTD

Little Harbor AdvisorsMSTQ

+0.6%

SPYSPDR

+8.3%

+0.6%Year to date+8.3%

−15.8%Worst drop · 1Y−8.9%

19.7%Volatility · 1Y13.6%

13.9%Yield1.0%

$35.6MAssets$819B

3–1SPY wins

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

Cost, Income and Risk

Fees: MSTQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MSTQ1.59%$159

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

Yields: MSTQ, SPY

13.88%highest, MSTQ

FundTrailing yieldYield$10k

MSTQ13.88%$1,388

SPY1.03%$103

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

Income After Fees on $10,000

$1,229most kept, MSTQ

MSTQ$1,388 − $159 = $1,229

SPY$103 − $9 = $94

KeptFee

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

Overlap: MSTQ, SPY

Today

0.0%most shared, MSTQ and SPY

MSTQSPY

MSTQ—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

MSTQWorst drop−15.8%19.7% vol

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

Paid More vs Made More

YTD

MSTQSPY

+0.6%Year to date+8.3%

13.9%Yield1.0%

−1.7%Past year+9.7%

1.59%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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