Compare · 2 funds side by side · dividends reinvested

APLY and TDIV

APLYYieldMax×TDIVFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,049TDIV · best of the two

02 / 04

APLY and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AAPL Option Income Strategy ETFThematic Income · A single stock1.04%30.78%+18.7%+19.7%+16.4%[…]−11.8%21.4%$109M1.3

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.42%+16.3%+15.5%+27.4%+16.1%−16.3%21.7%$4.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: APLY 2023 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AAPL Option Income Strategy ETF · $109M[…]

APLY

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.1B$21,049

$10,000 five years ago, dividends reinvested

APLYMeasureTDIV

+18.7%Year to dateJan 1 → Nov 9+16.3%

+19.7%1 yearTotal return+15.5%

+16.4%3 years · per year$10,000 became $15,759 · $20,679+27.4%

[…]5 years · per year$10,000 became […] · $21,049+16.1%

1.04%Expense ratio$104 · $50 a year on $10k · lower is better0.50%

30.78%Trailing 12-mo yield$3,078 · $142 a year on $10k1.42%

−11.8%Worst dropSmaller is better−16.3%

21.4%VolatilityLower is calmer21.7%

APLYTDIV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2APLY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

APLY vs TDIV: Top 5 Holdings

Today

APLY

[…]in top 5

TDIV

in top 540.3%

APLYStockTDIV

not top 5TXN9.1%

not top 5IBM8.9%

not top 5MSFT8.9%

not top 5AVGO6.8%

not top 5ORCL6.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

APLY vs TDIV Returns, Every Period

YieldMaxAPLY

+19.7%

past year

TDIVFirst Trust

+15.5%

past year

APLYTDIVFaded: behind in that period

2–1APLY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

APLY vs TDIV

YTD

YieldMaxAPLY

+18.7%

TDIVFirst Trust

+16.3%

+18.7%Year to date+16.3%

−11.8%Worst drop · 1Y−16.3%

21.4%Volatility · 1Y21.7%

30.8%Yield1.4%

$109MAssets$4.1B

4–0APLY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APLY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

APLY1.04%$104

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: APLY, TDIV

30.78%highest, APLY

FundTrailing yieldYield$10k

APLY30.78%$3,078

TDIV1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,974most kept, APLY

APLY$3,078 − $104 = $2,974

TDIV$142 − $50 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: APLY, TDIV

Today

[…]holdings […]

APLYTDIV

APLY—[…]

TDIV[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.7%APLY, at 21.4% volatility

APLYWorst drop−11.8%21.4% vol

TDIVWorst drop−16.3%21.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

APLYTDIV

+18.7%Year to date+16.3%

30.8%Yield1.4%

+19.7%Past year+15.5%

1.04%Fee0.50%

3–1APLY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026