Compare · 3 funds side by side · dividends reinvested

BTCI, DFII and TDIV

BTCINEOS×DFIIFirst Trust×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

BTCI, DFII and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.38%+19.6%+15.8%+30.4%+17.1%−16.3%20.8%$4.3B1.3

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%30.14%−10.3%−24.7%[…][…]−41.4%40.0%$1.3B2.0

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%19.23%−11.4%−25.7%[…][…]−42.9%42.2%$20M2.7

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: BTCI 2024 · DFII 2025 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

NEOS Bitcoin High Income ETF · $1.3B[…]

BTCI

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

$10,000 five years ago, dividends reinvested

BTCIMeasureDFII

−10.3%Year to dateJan 1 → Nov 5−11.4%

−24.7%1 yearTotal return−25.7%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.99%Expense ratio$99 · $85 a year on $10k · lower is better0.85%

30.14%Trailing 12-mo yield$3,014 · $1,923 a year on $10k19.23%

−41.4%Worst dropSmaller is better−42.9%

40.0%VolatilityLower is calmer42.2%

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

5–1BTCI wins

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

More Ways to See the Pairs

BTCI vs DFII: Top 5 Holdings

Today

BTCI

104.7%in top 5

DFII

in top 5[…]

BTCIStockDFII

82.3%912797WRnot top 5

17.2%IBITnot top 5

3.4%CASH&OTHnot top 5

1.8%HODLnot top 5

Held in common[…]

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

BTCI vs DFII Returns, Every Period

NEOSBTCI

−24.7%

past year

DFIIFirst Trust

−25.7%

past year

BTCIDFIIFaded: behind in that period

2–0BTCI wins

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

BTCI vs DFII

YTD

NEOSBTCI

−10.3%

DFIIFirst Trust

−11.4%

−10.3%Year to date−11.4%

−41.4%Worst drop · 1Y−42.9%

40.0%Volatility · 1Y42.2%

30.1%Yield19.2%

$1.3BAssets$20.2M

4–0BTCI wins

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

Cost, Income and Risk

Fees: BTCI, DFII, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

DFII0.85%$85

BTCI0.99%$99

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

Yields: BTCI, DFII, TDIV

30.14%highest, BTCI

FundTrailing yieldYield$10k

BTCI30.14%$3,014

DFII19.23%$1,923

TDIV1.38%$138

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

Income After Fees on $10,000

$2,915most kept, BTCI

BTCI$3,014 − $99 = $2,915

DFII$1,923 − $85 = $1,838

TDIV$138 − $50 = $88

KeptFee

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

Overlap: BTCI, DFII, TDIV

Today

0.0%most shared, BTCI and TDIV

BTCIDFIITDIV

BTCI—[…]0.0%

DFII[…]—[…]

TDIV0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+15.8%TDIV, at 20.8% volatility

TDIVWorst drop−16.3%20.8% vol

BTCIWorst drop−41.4%40.0% vol

DFIIWorst drop−42.9%42.2% vol

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

Paid More vs Made More

YTD

BTCITDIV

−10.3%Year to date+19.6%

30.1%Yield1.4%

−24.7%Past year+15.8%

0.99%Fee0.50%

3–1TDIV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026