DFII vs MSTY

ADFII

BMSTY

Measures won3–1DFII wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income141.47%MSTY · $14,147 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common[…]DFII and MSTY

DFII

MSTY

FT Vest Bitcoin Strategy & Target Income ETF · $20MYieldMax MSTR Option Income Strategy ETF · $947M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.85%Expense ratio$85 · $103 on $10k · lower wins1.03%

20.23%12-mo yield$2,023 · $14,147 on $10k141.47%

−42.6%Worst dropSmaller wins−62.3%

41.9%VolatilityLower wins70.0%

3–1DFII wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFII · MSTY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.23%	−0.4%	−15.8%	−27.8%	new	new	−42.6%	$20M
3	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	141.47%	+0.2%	−14.7%	−44.1%	new	new	−62.3%	$947M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.23%	−0.4%	−15.8%	−27.8%	new	new	−42.6%	$20M
3	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	141.47%	+0.2%	−14.7%	−44.1%	new	new	−62.3%	$947M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFII vs MSTY

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

MSTY

YieldMax MSTR Option Income Strategy

[…]

MeasureDFIIMSTY

Fee0.85%1.03%

Cost on $10k a year$85$103

Yield20.23%141.47%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−42.6%−62.3%

Volatility · 1Y41.9%70.0%

3–1measures won
DFII first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: DFII, MSTY, IVV

Today

[…]holdings […]

DFIIMSTYIVV

DFII—[…][…]

MSTY[…]—[…]

IVV[…][…]—

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

Income After Fees on $10,000

$14,044most kept, MSTY

MSTY$14,147 − $103 = $14,044

DFII$2,023 − $85 = $1,938

IVV$114 − $3 = $111

KeptFee

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