MSFO vs MSTY

AMSFO

BMSTY

Measures won2–1MSFO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost1.03%MSFO · $103 on $10k

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

Smallest drop−26.5%MSFO · worst fall in 1Y

Held in common[…]MSFO and MSTY

MSFO

MSTY

YieldMax MSFT Option Income Strategy ETF · $99MYieldMax MSTR Option Income Strategy ETF · $946M

+14.9%3 years · per year$15,178 · […][…]

[…]5 years · per year[…]

1.03%Expense ratio$103 · $103 on $10k · lower wins1.03%

37.11%12-mo yield$3,711 · $14,147 on $10k141.47%

−26.5%Worst dropSmaller wins−62.3%

29.4%VolatilityLower wins70.0%

2–1MSFO wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsMSFO · 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

Both

5Y2 funds

#			Trend							5Y/yr
1	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	37.11%	−1.4%	+9.5%	+5.6%	+14.9%	new	−26.5%	$99M
2	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk		1.03%	141.47%	+0.2%	−14.7%	−44.1%	new	new	−62.3%	$946M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	37.11%	−1.4%	+9.5%	+5.6%	+14.9%	new	−26.5%	$99M
2	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk		1.03%	141.47%	+0.2%	−14.7%	−44.1%	new	new	−62.3%	$946M

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

MSFO vs MSTY

MSFO

YieldMax MSFT Option Income Strategy

[…]

MSTY

YieldMax MSTR Option Income Strategy

[…]

MeasureMSFOMSTY

Fee1.03%1.03%

Cost on $10k a year$103$103

Yield37.11%141.47%

5 years, per year[…][…]

3 years, per year+14.9%[…]

Worst drop · 1Y−26.5%−62.3%

Volatility · 1Y29.4%70.0%

2–1measures won
MSFO first

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MSFO, MSTY

Today

[…]holdings […]

MSFOMSTY

MSFO—[…]

MSTY[…]—

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

MSFO$3,711 − $103 = $3,608

KeptFee

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