Compare · 3 funds side by side · dividends reinvested

MSTY, VOO and TDIV

MSTYYieldMax×VOOVanguard×TDIVFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,049TDIV · best of the three

02 / 04

MSTY, VOO and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.42%+16.3%+15.5%+27.4%+16.1%−16.3%21.7%$4.1B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%143.74%−16.0%−41.2%[…][…]−60.3%69.8%$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 9, 2026 · returns include dividends · since: MSTY 2024 · VOO 2010 · TDIV 2012

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$17,543

$10,000 five years ago, dividends reinvested

MSTYMeasureVOO

−16.0%Year to dateJan 1 → Nov 9+11.3%

−41.2%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

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

143.74%Trailing 12-mo yield$14,374 · $107 a year on $10k1.07%

−60.3%Worst dropSmaller is better−8.9%

69.8%VolatilityLower is calmer13.7%

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

1–5VOO wins

End-of-day Nov 9, 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 9, 2026 · share of each fund

MSTY vs VOO Returns, Every Period

YieldMaxMSTY

−41.2%

past year

VOOVanguard

+13.6%

past year

MSTYVOOFaded: behind in that period

0–2VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MSTY vs TDIV

YTD

YieldMaxMSTY

−16.0%

TDIVFirst Trust

+16.3%

−16.0%Year to date+16.3%

−60.3%Worst drop · 1Y−16.3%

69.8%Volatility · 1Y21.7%

143.7%Yield1.4%

$947MAssets$4.1B

3–1TDIV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSTY, VOO, TDIV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

TDIV0.50%$50

MSTY1.03%$103

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MSTY, VOO, TDIV

143.74%highest, MSTY

FundTrailing yieldYield$10k

MSTY143.74%$14,374

TDIV1.42%$142

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$14,271most kept, MSTY

MSTY$14,374 − $103 = $14,271

VOO$107 − $3 = $104

TDIV$142 − $50 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MSTY, VOO, TDIV

Today

13.3%most shared, VOO and TDIV

MSTYVOOTDIV

MSTY—[…][…]

VOO[…]—13.3%

TDIV[…]13.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.5%TDIV, at 21.7% volatility

VOOWorst drop−8.9%13.7% vol

TDIVWorst drop−16.3%21.7% vol

MSTYWorst drop−60.3%69.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYTDIV

−16.0%Year to date+16.3%

143.7%Yield1.4%

−41.2%Past year+15.5%

1.03%Fee0.50%

3–1TDIV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026