MSTY vs SPY

AMSTY

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,688SPY · VTI $16,880

Lowest cost0.03%VTI · $3 on $10k

Most income139.62%MSTY · $13,962 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common[…]MSTY and SPY

MSTY

SPY

YieldMax MSTR Option Income Strategy ETF · $962MState Street SPDR S&P 500 ETF · $798B

[…]3 years · per year[…] · $19,046+24.0%

[…]5 years · per year[…] · $17,688+12.1%

1.03%Expense ratio$103 · $9 on $10k · lower wins0.09%

139.62%12-mo yield$13,962 · $101 on $10k1.01%

−64.1%Worst dropSmaller wins−8.9%

69.8%VolatilityLower wins12.8%

1–3SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSTY · SPY

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

Held in common[…]

End-of-day Nov 3, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
3	AMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	139.62%	+3.3%	−11.2%	−44.6%	new	new	−64.1%	$962M

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

All Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
3	AMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	139.62%	+3.3%	−11.2%	−44.6%	new	new	−64.1%	$962M

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

Cards for this view

MSTY vs SPY

MSTY

YieldMax MSTR Option Income Strategy

[…]

SPY

SPDR S&P 500

$17,688

MeasureMSTYSPY

Fee1.03%0.09%

Cost on $10k a year$103$9

Yield139.62%1.01%

5 years, per year[…]+12.1%

3 years, per year[…]+24.0%

Worst drop · 1Y−64.1%−8.9%

Volatility · 1Y69.8%12.8%

3–1measures won
SPY first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: MSTY, SPY, VTI

Today

87.7%most shared, SPY and VTI

MSTYSPYVTI

MSTY—[…][…]

SPY[…]—87.7%

VTI[…]87.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$13,859most kept, MSTY

MSTY$13,962 − $103 = $13,859

VTI$106 − $3 = $103

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee