Compare · 4 funds side by side · dividends reinvested

CEPI, TDIV, BTCI and MSTY

CEPIRexshares×TDIVFirst Trust×BTCINEOS×MSTYYieldMax×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,993TDIV · best of the four

02 / 04

CEPI, TDIV, BTCI and MSTY, 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%$4.3B1.4

REX Crypto Equity Premium Income ETFThematic Income · A basket0.85%49.36%+10.7%−3.2%[…][…]−21.0%30.3%$116M2.0

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%30.14%−10.3%−24.7%[…][…]−41.4%40.0%$1.3B3.2

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%133.90%−7.5%−41.3%[…][…]−63.6%69.9%$994M3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CEPI 2024 · TDIV 2012 · BTCI 2024 · MSTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

REX Crypto Equity Premium Income ETF · $116M[…]

CEPI

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,993

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

CEPIMeasureTDIV

+10.7%Year to dateJan 1 → Nov 4+19.6%

−3.2%1 yearTotal return+15.8%

[…]3 years · per year$10,000 became […] · $22,150+30.4%

[…]5 years · per year$10,000 became […] · $21,993+17.1%

0.85%Expense ratio$85 · $50 a year on $10k · lower is better0.50%

49.36%Trailing 12-mo yield$4,936 · $138 a year on $10k1.38%

−21.0%Worst dropSmaller is better−16.3%

30.3%VolatilityLower is calmer20.8%

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

1–5TDIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CEPI vs TDIV: Top 5 Holdings

Today

CEPI

32.3%in top 5

TDIV

in top 540.7%

CEPIStockTDIV

not top 5TXN9.7%

not top 5IBM8.6%

not top 5MSFT8.3%

not top 5AVGO7.3%

7.1%MAnot top 5

7.1%Vnot top 5

not top 5ORCL6.8%

6.5%TSLAnot top 5

6.4%PYPLnot top 5

5.2%NVDAnot top 5

Held in common3.9%

End-of-day Nov 4, 2026 · share of each fund

CEPI vs TDIV Returns, Every Period

RexsharesCEPI

−3.2%

past year

TDIVFirst Trust

+15.8%

past year

CEPITDIVFaded: behind in that period

0–2TDIV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CEPI vs MSTY

YTD

RexsharesCEPI

+10.7%

MSTYYieldMax

−7.5%

+10.7%Year to date−7.5%

−21.0%Worst drop · 1Y−63.6%

30.3%Volatility · 1Y69.9%

49.4%Yield133.9%

$116MAssets$994M

3–1CEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CEPI, TDIV, BTCI, MSTY

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

CEPI0.85%$85

BTCI0.99%$99

MSTY1.03%$103

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CEPI, TDIV, BTCI, MSTY

133.90%highest, MSTY

FundTrailing yieldYield$10k

MSTY133.90%$13,390

CEPI49.36%$4,936

BTCI30.14%$3,014

TDIV1.38%$138

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$13,287most kept, MSTY

MSTY$13,390 − $103 = $13,287

CEPI$4,936 − $85 = $4,851

BTCI$3,014 − $99 = $2,915

TDIV$138 − $50 = $88

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CEPI, TDIV, BTCI, MSTY

Today

3.9%most shared, CEPI and TDIV

CEPITDIVBTCIMSTY

CEPI—3.9%0.0%[…]

TDIV3.9%—0.0%[…]

BTCI0.0%0.0%—[…]

MSTY[…][…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+15.8%TDIV, at 20.8% volatility

TDIVWorst drop−16.3%20.8% vol

CEPIWorst drop−21.0%30.3% vol

BTCIWorst drop−41.4%40.0% vol

MSTYWorst drop−63.6%69.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYTDIV

−7.5%Year to date+19.6%

133.9%Yield1.4%

−41.3%Past year+15.8%

1.03%Fee0.50%

3–1TDIV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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 4, 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 4, 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 4, 2026