Compare · 3 funds side by side · dividends reinvested

BTCI, IVV and TDIV

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

02 / 04

BTCI, IVV and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$4.1B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%31.99%−15.5%−25.6%[…][…]−41.2%39.7%$1.3B2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: BTCI 2024 · IVV 2000 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

BTCI

IVV

iShares Core S&P 500 ETF · $853B$17,545

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

BTCIMeasureIVV

−15.5%Year to dateJan 1 → Nov 9+11.3%

−25.6%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.99%Expense ratio$99 · $3 a year on $10k · lower is better0.03%

31.99%Trailing 12-mo yield$3,199 · $111 a year on $10k1.11%

−41.2%Worst dropSmaller is better−8.9%

39.7%VolatilityLower is calmer13.8%

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

1–5IVV wins

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

More Ways to See the Pairs

BTCI vs IVV: Top 5 Holdings

Today

BTCI

108.7%in top 5

IVV

in top 527.8%

BTCIStockIVV

86.3%912797WRnot top 5

17.1%IBITnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.5%CASH&OTHnot top 5

not top 5GOOGL2.6%

1.8%HODLnot top 5

Held in common0.0%

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

BTCI vs IVV Returns, Every Period

NEOSBTCI

−25.6%

past year

IVViShares

+13.6%

past year

BTCIIVVFaded: behind in that period

0–2IVV wins

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

BTCI vs TDIV

YTD

NEOSBTCI

−15.5%

TDIVFirst Trust

+16.3%

−15.5%Year to date+16.3%

−41.2%Worst drop · 1Y−16.3%

39.7%Volatility · 1Y21.7%

32.0%Yield1.4%

$1.3BAssets$4.1B

3–1TDIV wins

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

Cost, Income and Risk

Fees: BTCI, IVV, TDIV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

TDIV0.50%$50

BTCI0.99%$99

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

Yields: BTCI, IVV, TDIV

31.99%highest, BTCI

FundTrailing yieldYield$10k

BTCI31.99%$3,199

TDIV1.42%$142

IVV1.11%$111

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

Income After Fees on $10,000

$3,100most kept, BTCI

BTCI$3,199 − $99 = $3,100

IVV$111 − $3 = $108

TDIV$142 − $50 = $92

KeptFee

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

Overlap: BTCI, IVV, TDIV

Today

13.2%most shared, IVV and TDIV

BTCIIVVTDIV

BTCI—0.0%0.0%

IVV0.0%—13.2%

TDIV0.0%13.2%—

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

Return vs Bumpiness: 3 ETFs

+15.5%TDIV, at 21.7% volatility

IVVWorst drop−8.9%13.8% vol

TDIVWorst drop−16.3%21.7% vol

BTCIWorst drop−41.2%39.7% vol

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

Paid More vs Made More

YTD

BTCITDIV

−15.5%Year to date+16.3%

32.0%Yield1.4%

−25.6%Past year+15.5%

0.99%Fee0.50%

3–1TDIV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

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