Compare · 3 funds side by side · dividends reinvested

MSTY, SPY and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

MSTY, SPY and VTI, 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%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.6

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%141.47%−14.7%−44.1%[…][…]−62.3%70.0%$1.0B2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MSTY 2024 · SPY 1993 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax MSTR Option Income Strategy ETF · $1.0B[…]

MSTY

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested

MSTYMeasureSPY

−14.7%Year to dateJan 1 → Nov 6+8.7%

−44.1%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

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

141.47%Trailing 12-mo yield$14,147 · $103 a year on $10k1.03%

−62.3%Worst dropSmaller is better−8.9%

70.0%VolatilityLower is calmer13.6%

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

1–5SPY wins

End-of-day Nov 6, 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 527.8%

MSTYStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MSTY vs SPY Returns, Every Period

YieldMaxMSTY

−44.1%

past year

SPYSPDR

+9.7%

past year

MSTYSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: MSTY vs VTI

YTD

YieldMaxMSTY

−14.7%

VTIVanguard

+8.9%

−14.7%Year to date+8.9%

−62.3%Worst drop · 1Y−8.9%

70.0%Volatility · 1Y13.7%

141.5%Yield1.1%

$1.0BAssets$689B

3–1VTI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSTY, SPY, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SPY0.09%$9

MSTY1.03%$103

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MSTY, SPY, VTI

141.47%highest, MSTY

FundTrailing yieldYield$10k

MSTY141.47%$14,147

VTI1.09%$109

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$14,044most kept, MSTY

MSTY$14,147 − $103 = $14,044

VTI$109 − $3 = $106

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MSTY, SPY, VTI

Today

85.5%most shared, SPY and VTI

MSTYSPYVTI

MSTY—[…][…]

SPY[…]—85.5%

VTI[…]85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

SPYWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

MSTYWorst drop−62.3%70.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYVTI

−14.7%Year to date+8.9%

141.5%Yield1.1%

−44.1%Past year+9.9%

1.03%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026