IVV vs MSTY

AIVV

BMSTY

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV

Lowest cost0.03%IVV · $3 on $10k

Most income143.74%MSTY · $14,374 on $10k

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

Held in common[…]IVV and MSTY

IVV

MSTY

iShares Core S&P 500 ETF · $875BYieldMax MSTR Option Income Strategy ETF · $947M

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

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $103 on $10k · lower wins1.03%

1.11%12-mo yield$111 · $14,374 on $10k143.74%

−8.9%Worst dropSmaller wins−60.3%

13.8%VolatilityLower wins69.8%

3–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · MSTY

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk		1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk		1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs MSTY

IVV

iShares Core S&P 500

$17,545

MSTY

YieldMax MSTR Option Income Strategy

[…]

MeasureIVVMSTY

Fee0.03%1.03%

Cost on $10k a year$3$103

Yield1.11%143.74%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−60.3%

Volatility · 1Y13.8%69.8%

3–1measures won
IVV first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: IVV, MSTY

Today

[…]holdings […]

IVVMSTY

IVV—[…]

MSTY[…]—

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

Income After Fees on $10,000

$14,271most kept, MSTY

MSTY$14,374 − $103 = $14,271

IVV$111 − $3 = $108

KeptFee

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