SPY vs MSTY5YSPYSPYAvsBMSTYMSTYState Street SPDR S&P 500 ETF · $793BYieldMax MSTR Option Income Strategy ETF · $896MReturns · dividends in+21.8%3 years · per year$18,083 · […][…]+11.8%5 years · per year$17,481 · […][…]Cost and income0.09%Expense ratio$9 · $103 on $10k · lower wins1.03%1.00%12-mo yield$100 · $14,776 on $10k147.76%Risk · 1 year−8.9%End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B2BMSTYYieldMax MSTR Option Income Strategy ETFReadDesk1.03%147.76%+1.1%−18.3%−43.2%newnew−60.0%$896MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B2BMSTYYieldMax MSTR Option Income Strategy ETFReadDesk1.03%147.76%+1.1%−18.3%−43.2%newnew−60.0%$896MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in SPY, MSTY5Y$10k startSPY $17.5kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SPY, MSTYToday[…]holdings […]SPYMSTYSPY—[…]MSTY[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SPY vs MSTY5YASPYSPDR S&P 500$17,481vsMSTYBYieldMax MSTR Option Income Strategy[…]MeasureSPYMSTYFee0.09%1.03%Cost on $10k a year$9$103Yield1.00%147.76%5 years, per year+11.8%[…]3 years, per year+21.8%[…]Worst drop · 1Y−8.9%−60.0%Volatility · 1Y13.7%
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: SPY, MSTYToday[…]holdings […]SPYMSTYSPY—[…]MSTY[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$14,673most kept, MSTYMSTY$14,776 − $103 = $14,673SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee