MDST vs IVV

AMDST

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income9.83%MDST · $983 on $10k

Smallest drop−8.6%MDST · worst fall in 1Y

Held in common0.4%MDST and IVV

MDST

IVV

Westwood Salient Enhanced Midstream Income ETF · $280MiShares Core S&P 500 ETF · $875B

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

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

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

9.83%12-mo yield$983 · $111 on $10k1.11%

−8.6%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMDST · IVV

8.0%WMB0.1%

5.6%KMI0.1%

5.0%TRGP0.1%

4.9%OKE0.1%

Held in common0.4%

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

All Three

5Y3 funds

#
1	BIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AMDST	Westwood Salient Enhanced Midstream Income ETFRead Desk	0.80%	9.83%	+1.9%	+13.3%	+18.6%	new	new	−8.6%	$280M

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

All Three

5Y3 funds

#
1	BIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AMDST	Westwood Salient Enhanced Midstream Income ETFRead Desk	0.80%	9.83%	+1.9%	+13.3%	+18.6%	new	new	−8.6%	$280M

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

MDST vs IVV

MDST

Westwood Salient Enhanced Midstream Income

[…]

IVV

iShares Core S&P 500

$17,545

MeasureMDSTIVV

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield9.83%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−8.6%−8.9%

Volatility · 1Y14.4%13.8%

2–2measures won
level

0.4%

holdings shared

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: MDST, IVV, SPY

Today

99.9%most shared, IVV and SPY

MDSTIVVSPY

MDST—0.4%0.4%

IVV0.4%—99.9%

SPY0.4%99.9%—

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

Income After Fees on $10,000

$903most kept, MDST

MDST$983 − $80 = $903

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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