Compare · 2 funds side by side · dividends reinvested

MSTW and SPY

MSTWRoundhill×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

MSTW 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%$805B1.1

Roundhill Investments - MSTR WeeklyPay ETFCrypto · Spot bitcoin1.00%152.42%−27.6%−60.3%[…][…]−76.6%97.8%$74M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: MSTW 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Investments - MSTR WeeklyPay ETF · $74M[…]

MSTW

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

MSTWMeasureSPY

−27.6%Year to dateJan 1 → Nov 5+8.3%

−60.3%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

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

1.00%Expense ratio$100 · $9 a year on $10k · lower is better0.09%

152.42%Trailing 12-mo yield$15,242 · $103 a year on $10k1.03%

−76.6%Worst dropSmaller is better−8.9%

97.8%VolatilityLower is calmer13.6%

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

1–5SPY wins

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

More Ways to See the Pairs

MSTW vs SPY: Top 5 Holdings

Today

MSTW

15.4%in top 5

SPY

in top 527.7%

MSTWStockSPY

15.4%FGXXXnot 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

MSTW vs SPY Returns, Every Period

RoundhillMSTW

−60.3%

past year

SPYSPDR

+9.7%

past year

MSTWSPYFaded: behind in that period

0–2SPY wins

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

Crypto vs Core: MSTW vs SPY

YTD

RoundhillMSTW

−27.6%

SPYSPDR

+8.3%

−27.6%Year to date+8.3%

−76.6%Worst drop · 1Y−8.9%

97.8%Volatility · 1Y13.6%

152.4%Yield1.0%

$74.5MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: MSTW, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MSTW1.00%$100

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

Yields: MSTW, SPY

152.42%highest, MSTW

FundTrailing yieldYield$10k

MSTW152.42%$15,242

SPY1.03%$103

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

Income After Fees on $10,000

$15,142most kept, MSTW

MSTW$15,242 − $100 = $15,142

SPY$103 − $9 = $94

KeptFee

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

Overlap: MSTW, SPY

Today

0.0%most shared, MSTW and SPY

MSTWSPY

MSTW—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

MSTWWorst drop−76.6%97.8% vol

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

Paid More vs Made More

YTD

MSTWSPY

−27.6%Year to date+8.3%

152.4%Yield1.0%

−60.3%Past year+9.7%

1.00%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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026