Compare · 3 funds side by side · dividends reinvested

BPI, SOXY and TDIV

BPIGrayscale×SOXYYieldMax×TDIVFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,505TDIV · best of the three

02 / 04

BPI, SOXY and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.47%+12.6%+11.6%+27.4%+15.4%−16.3%21.5%$4.3B1.5

YieldMax Target 12 Semiconductor Option Income ETFThematic Income · A basket1.06%14.41%+24.3%+26.7%[…][…]−38.6%45.3%$61M2.0

Grayscale Bitcoin Premium Income ETFThematic Income · A basket0.66%20.55%−9.9%−21.0%[…][…]−41.7%40.4%$2M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BPI 2025 · SOXY 2024 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

Grayscale Bitcoin Premium Income ETF · $2M[…]

BPI

SOXY

YieldMax Target 12 Semiconductor Option Income ETF · $61M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BPIMeasureSOXY

−9.9%Year to dateJan 1 → Nov 5+24.3%

−21.0%1 yearTotal return+26.7%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.66%Expense ratio$66 · $106 a year on $10k · lower is better1.06%

20.55%Trailing 12-mo yield$2,055 · $1,441 a year on $10k14.41%

−41.7%Worst dropSmaller is better−38.6%

40.4%VolatilityLower is calmer45.3%

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

3–3Level

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

More Ways to See the Pairs

BPI vs SOXY: Top 5 Holdings

Today

BPI

0.5%in top 5

SOXY

in top 527.4%

BPIStockSOXY

not top 5NVDA6.9%

not top 5AMD6.1%

not top 5ASML5.0%

not top 5AVGO4.7%

not top 5MU4.7%

0.5%FGXXXnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BPI vs SOXY Returns, Every Period

GrayscaleBPI

−21.0%

past year

SOXYYieldMax

+26.7%

past year

BPISOXYFaded: behind in that period

0–2SOXY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BPI vs SOXY

YTD

GrayscaleBPI

−9.9%

SOXYYieldMax

+24.3%

−9.9%Year to date+24.3%

−41.7%Worst drop · 1Y−38.6%

40.4%Volatility · 1Y45.3%

20.5%Yield14.4%

$2.4MAssets$61.2M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BPI, SOXY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

BPI0.66%$66

SOXY1.06%$106

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BPI, SOXY, TDIV

20.55%highest, BPI

FundTrailing yieldYield$10k

BPI20.55%$2,055

SOXY14.41%$1,441

TDIV1.47%$147

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,989most kept, BPI

BPI$2,055 − $66 = $1,989

SOXY$1,441 − $106 = $1,335

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BPI, SOXY, TDIV

Today

24.5%most shared, SOXY and TDIV

BPISOXYTDIV

BPI—0.0%0.0%

SOXY0.0%—24.5%

TDIV0.0%24.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.7%SOXY, at 45.3% volatility

TDIVWorst drop−16.3%21.5% vol

BPIWorst drop−41.7%40.4% vol

SOXYWorst drop−38.6%45.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BPISOXY

−9.9%Year to date+24.3%

20.5%Yield14.4%

−21.0%Past year+26.7%

0.66%Fee1.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026