Compare · 3 funds side by side · dividends reinvested

MSTY, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

MSTY, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%141.47%−14.7%−44.1%[…][…]−62.3%70.0%$947M2.7

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 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax MSTR Option Income Strategy ETF · $947M[…]

MSTY

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested

MSTYMeasureVOO

−14.7%Year to dateJan 1 → Nov 6+8.7%

−44.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

1.03%Expense ratio$103 · $3 a year on $10k · lower is better0.03%

141.47%Trailing 12-mo yield$14,147 · $110 a year on $10k1.10%

−62.3%Worst dropSmaller is better−8.9%

70.0%VolatilityLower is calmer13.5%

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

1–5VOO 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 VOO: Top 5 Holdings

Today

MSTY

[…]in top 5

VOO

in top 528.3%

MSTYStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

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

MSTY vs VOO Returns, Every Period

YieldMaxMSTY

−44.1%

past year

VOOVanguard

+9.8%

past year

MSTYVOOFaded: behind in that period

0–2VOO wins

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

Income vs Core: MSTY vs IVV

YTD

YieldMaxMSTY

−14.7%

IVViShares

+8.7%

−14.7%Year to date+8.7%

−62.3%Worst drop · 1Y−8.9%

70.0%Volatility · 1Y13.6%

141.5%Yield1.1%

$947MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: MSTY, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

MSTY1.03%$103

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

Yields: MSTY, VOO, IVV

141.47%highest, MSTY

FundTrailing yieldYield$10k

MSTY141.47%$14,147

IVV1.14%$114

VOO1.10%$110

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: MSTY, VOO, IVV

Today

92.2%most shared, VOO and IVV

MSTYVOOIVV

MSTY—[…][…]

VOO[…]—92.2%

IVV[…]92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% 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

MSTYIVV

−14.7%Year to date+8.7%

141.5%Yield1.1%

−44.1%Past year+9.8%

1.03%Fee0.03%

3–1IVV 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%

$178BAssets$778B

2–0SPYM 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026