MSTB vs IVV

AMSTB

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · MSTB $13,806

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−7.8%MSTB · worst fall in 1Y

Held in common0.0%MSTB and IVV

MSTB

IVV

LHA Market State Tactical Beta ETF · $188MiShares Core S&P 500 ETF · $850B

+18.8%3 years · per year$16,756 · $18,084+21.8%

+6.7%5 years · per year$13,806 · $17,177+11.4%

1.40%Expense ratio$140 · $3 on $10k · lower wins0.03%

0.39%12-mo yield$39 · $114 on $10k1.14%

−7.8%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSTB · IVV

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

Held in common0.0%

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
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AMSTB	LHA Market State Tactical Beta ETFRead Desk		1.40%	0.39%	+1.0%	+5.3%	+4.3%	+18.8%	+6.7%	−7.8%	$188M

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
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AMSTB	LHA Market State Tactical Beta ETFRead Desk		1.40%	0.39%	+1.0%	+5.3%	+4.3%	+18.8%	+6.7%	−7.8%	$188M

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

MSTB vs IVV

MSTB

LHA Market State Tactical Beta

$13,806

IVV

iShares Core S&P 500

$17,177

MeasureMSTBIVV

Fee1.40%0.03%

Cost on $10k a year$140$3

Yield0.39%1.14%

5 years, per year+6.7%+11.4%

3 years, per year+18.8%+21.8%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y12.3%13.6%

4–2measures won
IVV first

0.0%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: MSTB, IVV

Today

0.0%most shared, MSTB and IVV

MSTBIVV

MSTB—0.0%

IVV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

MSTB$39 − $140 = −$101

KeptFee

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