Compare · 4 funds side by side · dividends reinvested

CEPI, TDIV, BTCI and TSLY

CEPIRexshares×TDIVFirst Trust×BTCINEOS×TSLYYieldMax×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,639TDIV · best of the four

02 / 04

CEPI, TDIV, BTCI and TSLY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.39%+18.6%+14.4%+30.3%+16.7%−16.3%20.8%$4.3B1.4

REX Crypto Equity Premium Income ETFThematic Income · A basket0.85%47.76%+12.6%−0.8%[…][…]−21.0%30.3%$112M2.0

YieldMax TSLA Option Income Strategy ETFThematic Income · A single stock1.07%74.29%−7.9%−8.9%+14.0%[…]−31.3%37.3%$673M2.7

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%30.92%−12.6%−28.4%[…][…]−42.9%40.0%$1.3B3.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: CEPI 2024 · TDIV 2012 · BTCI 2024 · TSLY 2022

Head to Head

Swap sides Versus in desk

Head to Head

REX Crypto Equity Premium Income ETF · $112M[…]

CEPI

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,639

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

CEPIMeasureTDIV

+12.6%Year to dateJan 1 → Nov 3+18.6%

−0.8%1 yearTotal return+14.4%

[…]3 years · per year$10,000 became […] · $22,101+30.3%

[…]5 years · per year$10,000 became […] · $21,639+16.7%

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

47.76%Trailing 12-mo yield$4,776 · $139 a year on $10k1.39%

−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 3, 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 540.6%

CEPIStockTDIV

not top 5TXN9.3%

not top 5IBM8.9%

not top 5MSFT8.3%

7.1%MAnot top 5

not top 5AVGO7.1%

not top 5ORCL7.1%

7.1%Vnot top 5

6.5%TSLAnot top 5

6.4%PYPLnot top 5

5.2%NVDAnot top 5

Held in common3.9%

End-of-day Nov 3, 2026 · share of each fund

CEPI vs TDIV Returns, Every Period

RexsharesCEPI

−0.8%

past year

TDIVFirst Trust

+14.4%

past year

CEPITDIVFaded: behind in that period

0–2TDIV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CEPI vs TSLY

YTD

RexsharesCEPI

+12.6%

TSLYYieldMax

−7.9%

+12.6%Year to date−7.9%

−21.0%Worst drop · 1Y−31.3%

30.3%Volatility · 1Y37.3%

47.8%Yield74.3%

$112MAssets$673M

3–1CEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CEPI, TDIV, BTCI, TSLY

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

CEPI0.85%$85

BTCI0.99%$99

TSLY1.07%$107

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CEPI, TDIV, BTCI, TSLY

74.29%highest, TSLY

FundTrailing yieldYield$10k

TSLY74.29%$7,429

CEPI47.76%$4,776

BTCI30.92%$3,092

TDIV1.39%$139

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,322most kept, TSLY

TSLY$7,429 − $107 = $7,322

CEPI$4,776 − $85 = $4,691

BTCI$3,092 − $99 = $2,993

TDIV$139 − $50 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CEPI, TDIV, BTCI, TSLY

Today

3.9%most shared, CEPI and TDIV

CEPITDIVBTCITSLY

CEPI—3.9%0.0%[…]

TDIV3.9%—0.0%[…]

BTCI0.0%0.0%—[…]

TSLY[…][…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+14.4%TDIV, at 20.8% volatility

TDIVWorst drop−16.3%20.8% vol

CEPIWorst drop−21.0%30.3% vol

TSLYWorst drop−31.3%37.3% vol

BTCIWorst drop−42.9%40.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

TSLYTDIV

−7.9%Year to date+18.6%

74.3%Yield1.4%

−8.9%Past year+14.4%

1.07%Fee0.50%

3–1TDIV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026