MSFT

Microsoft Corporation

StockTechnologySoftware - InfrastructureUS$4.04T market cap

$520.99

▲ +2.7% last session

+1.6% 1Y

Close of Nov 3, 2026End-of-day

CompareS&P 500 MSFU · 2×

Nov 3, 2026 · MSFT total return with dividends reinvested, from daily closesMSFT

Held by ETFs: $450B; in funds that list it in their top 10
Share of the company: ≈11%; of Microsoft held through ETFs
Top-10 holding in: 673 ETFs; one of their ten biggest
Built on MSFT alone: 9 ETFs; 2× · income · short
Most per dollar · basket: IYW 13.6%; $136 of every $1,000
Biggest holder: VOO $57.8B; of MSFT, 5.8% of the fund

Every ETF Theme Built Around MSFT

YTD

2× Daily MSFT ETFs

YTD

$431Min 4 funds

MSFU$360M−1.6%MSFL$55M−1.8%MSFX$16M−3.0%MSFC$1Mno YTD

Corner: assets · twice MSFT’s move each day

ETFs That Pay From MSFT

YTD

42.3%top yield · GPTY

GPTY42.3%+16.9%AIPI40.6%+11.6%MSFO37.6%+8.0%MSFW30.1%+5.7%FEPI26.7%+2.9%MSFY19.3%−1.5%

Corner: yield · option income, upside capped

ETFs That Bet Against MSFT

YTD

$11Min 1 fund

MSFD$11M−12.4%

Corner: assets · rise when MSFT falls, reset daily

Heaviest MSFT Baskets

YTD

$136per $1,000 in IYW

IYW13.6%+20.0%FTEC12.2%+22.8%XLK11.4%+23.0%VGT11.2%+22.8%IVW11.1%+9.4%SPYG11.0%+9.6%

Corner: MSFT weight · MSFT is the biggest slice

Themes Around MSFT

YTD

$3.6Bof MSFT in 34 funds

IGV8.8%−2.8%BAI2.7%+15.0%IGM9.6%+16.6%AIQ4.0%+17.1%QTUM1.7%+21.3%SKYY3.7%+19.9%

Corner: MSFT weight · the themes it sits in

Core ETFs Holding MSFT

YTD

$279Bof MSFT in 53 funds

VOO$57.8B+11.5%IVV$51.7B+11.6%SPY$47.2B+11.5%VTI$35.8B+11.7%QQQ$28.6B+11.9%SPYM$11.0B+11.5%

Corner: MSFT held · most people own it this way

Geared ETFs Holding MSFT

YTD

+47.2%TTXU, the best of 17

TQQQ3×+15.5%QLD2×+15.6%SSO2×+17.1%SPXL3×+22.5%UPRO3×+22.1%TECL3×+39.9%

Corner: leverage · index funds with MSFT inside

MSFT Through Other ETFs

YTD

$114per $1,000 in XLKI

XLKI11.4%+10.5%BLGR9.3%+7.2%DWUS6.9%+5.1%EDGQ6.9%no YTD BLUC6.8%+9.3%OVQ6.2%no YTD

Corner: MSFT weight · held through other ETFs

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in MSFT Sits

Today

62%in Low-Cost Core funds

Low-Cost Core $279BUS Stock Styles $96.6BSectors $37.4BIncome $21.0BInternational $6.3BOther $6.0BThematic $3.6BThematic Income $421M

VOO$57.8B · 5.8%IVV$51.7B · 5.9%SPY$47.2B · 5.9%VTI$35.8B · 5.2%QQQ$28.6B · 6.2%48 more$57.7BVUG$22.7B · 9.7%IWFIWD261 more$62.4BVGT$17.2B · 11.2%XLK15 moreVIGCGDV110 more$13.2BVT28 moreDSI159 moreIGV, IGM, …TDIV, TDVI, …

Tile size = dollars of MSFT held% = MSFT’s weight in the fund

End-of-day Nov 4, 2026 · $450B across funds that list MSFT in their top 10

Core ETFs Holding the Most MSFT

YTD

$279Bof MSFT in 53 core funds

FundNameHeld ▼Per $1KYTDFeeAssets

VOOVanguard S&P 500 ETF$57.8B$58+11.5%0.03%$1.00T

IVViShares Core S&P 500 ETF$51.7B$59+11.6%0.03%$872B

SPYState Street SPDR S&P 500 ETF$47.2B$59+11.5%0.09%$798B

VTIVanguard Morningstar Total Stock Market ETF$35.8B$52+11.7%0.03%$689B

QQQInvesco QQQ Trust, Series 1$28.6B$62+11.9%0.18%$461B

SPYMState Street SPDR Portfolio S&P 500 ETF$11.0B$59+11.5%0.02%$185B

Through other ETFs · 177 fundsMSFT per $1,000

XLKI11.4% via XLK$114+10.5%

BLGR9.3% via SPYG, SCHG$93+7.2%

DWUS6.9% via QUAL, SPYM$69+5.1%

End-of-day Nov 4, 2026 · held = dollars of MSFT in the fund

Open in desk

More of It

Most MSFT per $1,000

Today

$2,000of MSFT per $1,000 in the 4 2× daily funds · then IYW, the heaviest basket at $136

#FundNameIssuerPer $1K ▼YTDOpen

1MSFUDirexion Daily MSFT Bull 2X SharesDirexion$2,000−1.6%Open

2MSFLGraniteShares 2x Long MSFT Daily ETFGraniteShares$2,000−1.8%Open

3MSFXT-Rex 2X Long Microsoft Daily Target ETFRexshares$2,000−3.0%Open

4MSFCCorgi MSFT 2x Daily ETFCorgi$2,000—Open

5AIHYDefiance AI Hyperscale Leaders ETFDefiance$211—Open

6GXPTGlobal X PureCap MSCI Information Technology ETFGlobal X$152+18.2%Open

7IYWiShares U.S. Technology ETFiShares$136+20.0%Open

8TRUTVanEck Technology TruSector ETFVanEck$122+16.5%Open

9FTECFidelity MSCI Information Technology Index ETFFidelity$122+22.8%Open

10TOPTiShares Top 20 U.S. Stocks ETFiShares$119+8.5%Open

End-of-day Nov 4, 2026 · 2× funds reset daily · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding MSFT

Today

$136in IYW, the heaviest basket

FundPer $1,000YTD

IYW$136+20.0%

FTEC$122+22.8%

XLK$114+23.0%

VGT$112+22.8%

IVW$111+9.4%

SPYG$110+9.6%

End-of-day Nov 4, 2026 · bars run to $200

2× Daily MSFT ETFs

YTD

$431Min 4 funds · MSFU holds 83%

2× daily$2,000 of MSFT per $1,000

MSFU$360M−1.6%

MSFL$55M−1.8%

MSFX$16M−3.0%

MSFC$1M—

Past yearMSFT +1.6%MSFU −16.2%

End-of-day Nov 4, 2026 · all reset daily

Geared ETFs Holding MSFT

YTD

+47.2%TTXU, the best of 17

FundAssetsYTD

TECL3×$4.5B+39.9%

SPXL3×$6.5B+22.5%

UPRO3×$5.2B+22.1%

SSO2×$8.4B+17.1%

QLD2×$13.2B+15.6%

TQQQ3×$32.5B+15.5%

End-of-day Nov 4, 2026 · 3× and 2× index funds

2× MSFT vs Bet Against It

YTD

MSFU

2× long MSFT

−1.6%

MSFD

1× short MSFT

−12.4%

−1.6%Year to date−12.4%

$2,000MSFT per $1K−$1,000

7.9%Yield4.2%

0.98%Fee1.16%

$360MAssets$10.6M

End-of-day Nov 3, 2026 · opposite bets, not scored · both reset daily

Income from It

MSFT Income ETFs

Yield · Today

37.6%yield · MSFO
the biggest built on MSFT alone

Invest $10,000 in MSFO · currently about $3,761 a year

FundYieldOn $10KYTD

GPTYYieldMax42.3%$4,230/yr+16.9%

AIPIRexshares40.6%$4,058/yr+11.6%

MSFOYieldMax37.6%$3,761/yr+8.0%

MSFWRoundhill30.1%$3,009/yr+5.7%

FEPIRexshares26.7%$2,672/yr+2.9%

MSFYKurv19.3%$1,926/yr−1.5%

TDAQTappAlpha18.0%$1,802/yr+10.6%

QYLGGlobal X17.5%$1,755/yr+11.7%

End-of-day Nov 4, 2026 · trailing yield · payouts can fall

Income ETFs Holding MSFT, by Yield

Yield · Today

42.3%top yield, GPTY · highest payout first

#FundNameIssuerYield ▼YTDOpen

1GPTYYieldMax AI & Tech Portfolio Option Income ETFYieldMax42.3%+16.9%Open

2AIPIREX AI Equity Premium Income ETFRexshares40.6%+11.6%Open

3MSFOYieldMax MSFT Option Income Strategy ETFYieldMax37.6%+8.0%Open

4MSFWMSFT WeeklyPay ETFRoundhill30.1%+5.7%Open

5FEPIREX FANG & Innovation Equity Premium Income ETFRexshares26.7%+2.9%Open

6MSFYKurv Yield Premium Strategy Microsoft (MSFT) ETFKurv19.3%−1.5%Open

7TDAQTappAlpha Innovation 100 Growth & Daily Income ETFTappAlpha18.0%+10.6%Open

8QYLGGlobal X Nasdaq 100 Covered Call & Growth ETFGlobal X17.5%+11.7%Open

9XQQINEOS Boosted Nasdaq-100 High Income ETFNEOS17.1%—Open

End-of-day Nov 4, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding MSFT

YTD

$21.0Bof MSFT held by 112 income funds · VIG is the largest
plus $421M in thematic-income funds

StrategyFundNameMSFT per $1,000YieldYTDAssets

Option income · MSFT onlyMSFOYieldMax MSFT Option Income Strategy ETF$1,00037.6%+8.0%$96M

Weekly pay · MSFT onlyMSFWMSFT WeeklyPay ETF$1,00030.1%+5.7%$28M

Option income · MSFT onlyMSFYKurv Yield Premium Strategy Microsoft (MSFT) ETF$1,00019.3%−1.5%$13M

Premium incomeJEPQJPMorgan Nasdaq Equity Premium Income ETF$5512.3%+7.5%$41.8B

Income basketQQQINEOS Nasdaq-100 High Income ETF$6214.9%+7.2%$14.7B

Dividend stocksVIGVanguard Dividend Appreciation ETF$491.5%+14.0%$109B

On $10KMSFO $3,761/yr MSFW $3,009/yr MSFY $1,926/yr JEPQ $1,228/yr

End-of-day Nov 4, 2026 · $21.0B = income funds that list MSFT in their top 10 · trailing yield

MSFO vs IYW

YTD

MSFO

YieldMax MSFT Option Income Strategy

+8.0%

IYW

iShares U.S. Technology

+20.0%

+8.0%Year to date+20.0%

37.6%Yield0.1%

+2.4%Past year+15.2%

1.03%Fee0.37%

$95.6MAssets$23.5B

3–1IYW wins

End-of-day Nov 3, 2026 · yield = trailing yield

Thematic ETFs

Themes Around MSFT

YTD

$3.6Bof MSFT held in 34 theme funds

IGV−2.8%$12.8B · 8.8% MSFT BAI+15.0%$11.9B · 2.7% MSFT IGM+16.6%$10.3B · 9.6% MSFT AIQ+17.1%$9.5B · 4.0% MSFT QTUM+21.3%SKYY+19.9%$3.2B ALAICHAT

Size = assets · colour = YTD · MSFT weight in eachAll 34 →

End-of-day Nov 4, 2026

BAI vs IGV

YTD

BAIiShares · Disruptive techIGViShares · Disruptive tech

Year to date

+15.0%

−2.8%

BAI wins+17.8 pts

Past year

+4.1%

−11.1%

BAI wins+15.2 pts

Fee

0.65%

0.38%

IGV winslower fee

Yield

1.5%

0.0%

BAI wins+1.5 pts

AUM

$11.9B

$12.8B

IGV1.1× more

3–1BAI wins

End-of-day Nov 3, 2026 · AUM not scored

MSFT Themes Ranked by Return

YTD

+25.7%CHAT, the best of the theme funds holding MSFT

#FundNameIssuerYTD ▼MSFTOpen

1CHATRoundhill Generative AI & Technology ETFRoundhill+25.7%5.5%Open

2QTUMDefiance Quantum ETFDefiance+21.3%1.7%Open

3SKYYFirst Trust Cloud Computing ETFFirst Trust+19.9%3.7%Open

4AIQGlobal X Artificial Intelligence & Technology ETFGlobal X+17.1%4.0%Open

5IGMiShares Expanded Tech Sector ETFiShares+16.6%9.6%Open

6IVESDan Ives Wedbush AI Revolution ETFWedbush+16.5%5.2%Open

7BAIiShares A.I. Innovation and Tech Active ETFiShares+15.0%2.7%Open

End-of-day Nov 4, 2026 · MSFT = its weight in each fund

Disruptive Tech vs Thematic

Average · YTD

BAI

+15.0%

IGV

−2.8%

Thematic average

+7.7%

End-of-day Nov 3, 2026

Bet Against It

ETFs That Bet Against MSFT

YTD

$11Min 1 fund that rise when MSFT falls · biggest first

#FundNameIssuerAssets ▼YTDOpen

1MSFDDirexion Daily MSFT Bear 1X ETFDirexion$11M−12.4%Open

End-of-day Nov 4, 2026 · daily-reset funds can drift from their target over time

Where MSFT Bets Sit

Today

100%in MSFD

MSFD$11M100%

End-of-day Nov 4, 2026 · share of $11M