MST vs MSTY

AMST

BMSTY

Measures won1–3MSTY wins · of 6 · 5Y

$10,000 · 5Y$21,049TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income249.66%MST · $24,966 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common[…]MST and MSTY

MST

MSTY

Leveraged Long + Income MSTR ETF · $20MYieldMax MSTR Option Income Strategy ETF · $947M

[…]3 years · per year[…]

[…]5 years · per year[…]

2.02%Expense ratio$202 · $103 on $10k · lower wins1.03%

249.66%12-mo yield$24,966 · $14,374 on $10k143.74%

−91.2%Worst dropSmaller wins−60.3%

144.5%VolatilityLower wins69.8%

1–3MSTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMST · 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

All Three

5Y3 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	AMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	249.66%	−6.6%	−65.0%	−85.5%	new	new	−91.2%	$20M
3	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

All Three

5Y3 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	AMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	249.66%	−6.6%	−65.0%	−85.5%	new	new	−91.2%	$20M
3	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

MST vs MSTY

MST

Leveraged Long + Income MSTR

[…]

MSTY

YieldMax MSTR Option Income Strategy

[…]

MeasureMSTMSTY

Fee2.02%1.03%

Cost on $10k a year$202$103

Yield249.66%143.74%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−91.2%−60.3%

Volatility · 1Y144.5%69.8%

3–1measures won
MSTY first

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: MST, MSTY, TDIV

Today

[…]holdings […]

MSTMSTYTDIV

MST—[…][…]

MSTY[…]—[…]

TDIV[…][…]—

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

Income After Fees on $10,000

$24,764most kept, MST

MST$24,966 − $202 = $24,764

MSTY$14,374 − $103 = $14,271

TDIV$142 − $50 = $92

KeptFee

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