Compare · 3 funds side by side · dividends reinvested

MSTY, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

MSTY, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.4

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%$805B1.9

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%133.90%−7.5%−41.3%[…][…]−63.6%69.9%$994M2.7

Rank among the three1st → 3rdFee, 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: MSTY 2024 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax MSTR Option Income Strategy ETF · $994M[…]

MSTY

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested

MSTYMeasureSPY

−7.5%Year to dateJan 1 → Nov 4+13.3%

−41.3%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%

1.03%Expense ratio$103 · $9 a year on $10k · lower is better0.09%

133.90%Trailing 12-mo yield$13,390 · $99 a year on $10k0.99%

−63.6%Worst dropSmaller is better−8.9%

69.9%VolatilityLower is calmer12.9%

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

1–5SPY wins

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

More Ways to See the Pairs

MSTY vs SPY: Top 5 Holdings

Today

MSTY

[…]in top 5

SPY

in top 527.3%

MSTYStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

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

MSTY vs SPY Returns, Every Period

YieldMaxMSTY

−41.3%

past year

SPYSPDR

+13.4%

past year

MSTYSPYFaded: behind in that period

0–2SPY wins

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

Income vs Core: MSTY vs IVV

YTD

YieldMaxMSTY

−7.5%

IVViShares

+13.4%

−7.5%Year to date+13.4%

−63.6%Worst drop · 1Y−8.9%

69.9%Volatility · 1Y12.9%

133.9%Yield1.1%

$994MAssets$887B

3–1IVV wins

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

Cost, Income and Risk

Fees: MSTY, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MSTY1.03%$103

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

Yields: MSTY, SPY, IVV

133.90%highest, MSTY

FundTrailing yieldYield$10k

MSTY133.90%$13,390

IVV1.09%$109

SPY0.99%$99

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

Income After Fees on $10,000

$13,287most kept, MSTY

MSTY$13,390 − $103 = $13,287

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

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

Overlap: MSTY, SPY, IVV

Today

99.9%most shared, SPY and IVV

MSTYSPYIVV

MSTY—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

MSTYWorst drop−63.6%69.9% vol

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

Paid More vs Made More

YTD

MSTYIVV

−7.5%Year to date+13.4%

133.9%Yield1.1%

−41.3%Past year+13.5%

1.03%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026