Compare · 2 funds side by side · dividends reinvested

MSTX and SPY

MSTXDefiance×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

MSTX 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%$805B1.0

Daily Target 2X Long MSTR ETFSingle-Stock Leverage1.31%0.00%−62.0%−89.0%[…][…]−94.9%160.5%$269M2.0

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: MSTX 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Daily Target 2X Long MSTR ETF · $269M[…]

MSTX

SPY

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

$10,000 five years ago, dividends reinvested

MSTXMeasureSPY

−62.0%Year to dateJan 1 → Nov 5+13.3%

−89.0%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

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

1.31%Expense ratio$131 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $99 a year on $10k0.99%

−94.9%Worst dropSmaller is better−8.9%

160.5%VolatilityLower is calmer12.9%

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

0–6SPY wins

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

More Ways to See the Pairs

MSTX vs SPY: Top 5 Holdings

Today

MSTX

[…]in top 5

SPY

in top 527.7%

MSTXStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

MSTX vs SPY Returns, Every Period

DefianceMSTX

−89.0%

past year

SPYSPDR

+13.4%

past year

MSTXSPYFaded: behind in that period

0–2SPY wins

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

Single-Stock Leverage vs Core: MSTX vs SPY

YTD

DefianceMSTX

−62.0%

SPYSPDR

+13.3%

−62.0%Year to date+13.3%

−94.9%Worst drop · 1Y−8.9%

160.5%Volatility · 1Y12.9%

0.0%Yield1.0%

$269MAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: MSTX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MSTX1.31%$131

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

Yields: MSTX, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

MSTX0.00%$0

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

MSTX$0 − $131 = −$131

KeptFee

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

Overlap: MSTX, SPY

Today

[…]holdings […]

MSTXSPY

MSTX—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

MSTXWorst drop−94.9%160.5% vol

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

Paid More vs Made More

YTD

SPYMSTX

+13.3%Year to date−62.0%

1.0%Yield0.0%

+13.4%Past year−89.0%

0.09%Fee1.31%

4–0SPY wins

End-of-day Nov 5, 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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026