MST vs SPYM5YMSTMSTAvsBSPYMSPYMLeveraged Long + Income MSTR ETF · $18MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in[…]3 years · per year[…] · $18,024+21.7%[…]5 years · per year[…] · $17,408+11.7%Cost and income2.02%Expense ratio$202 · $2 on $10k · lower wins0.02%271.70%12-mo yield$27,170 · $102 on $10k1.02%
Overlap: MST, SPYM, SPYToday99.9%most shared, SPYM and SPYMSTSPYMSPYMST—[…][…]SPYM[…]—99.9%SPY[…]99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
MST vs SPYM5YAMSTLeveraged Long + Income MSTR[…]vsSPYMBSPDR Portfolio S&P 500$17,408MeasureMSTSPYMFee2.02%0.02%Cost on $10k a year$202$2Yield271.70%1.02%5 years, per year[…]+11.7%3 years, per year[…]+21.7%Worst drop · 1Y−90.3%−8.9%Volatility · 1Y144.8%13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B3AMSTLeveraged Long + Income MSTR ETFReadDesk2.02%271.70%−12.0%−70.2%−86.8%newnew−90.3%$18MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B3AMSTLeveraged Long + Income MSTR ETFReadDesk2.02%271.70%−12.0%−70.2%−86.8%newnew−90.3%$18MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 13+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: MST, SPYM, SPYToday99.9%most shared, SPYM and SPYMSTSPYMSPYMST—[…][…]SPYM[…]—99.9%SPY[…]99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$26,968most kept, MSTMST$27,170 − $202 = $26,968SPYM$102 − $2 = $100SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee