Compare · 3 funds side by side · dividends reinvested

CONY, TDIV and CHPY

CONYYieldMax×TDIVFirst Trust×CHPYYieldMax×

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

02 / 04

CONY, TDIV and CHPY, 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%$4.3B1.5

YieldMax Semiconductor Portfolio Option Income ETFThematic Income · A basket1.03%49.47%+43.0%+43.7%[…][…]−28.7%41.5%$1.2B1.7

YieldMax COIN Option Income Strategy ETFThematic Income · A single stock1.04%131.66%−30.1%−51.4%+5.5%[…]−55.3%61.4%$289M2.6

Rank among the three1st → 3rdFee, 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: CONY 2023 · TDIV 2012 · CHPY 2025

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax COIN Option Income Strategy ETF · $289M[…]

CONY

TDIV

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

$10,000 five years ago, dividends reinvested

CONYMeasureTDIV

−30.1%Year to dateJan 1 → Nov 3+18.6%

−51.4%1 yearTotal return+14.4%

+5.5%3 years · per year$10,000 became $11,753 · $22,101+30.3%

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

1.04%Expense ratio$104 · $50 a year on $10k · lower is better0.50%

131.66%Trailing 12-mo yield$13,166 · $139 a year on $10k1.39%

−55.3%Worst dropSmaller is better−16.3%

61.4%VolatilityLower is calmer20.8%

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

1–6TDIV wins

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

More Ways to See the Pairs

CONY vs TDIV: Top 5 Holdings

Today

CONY

[…]in top 5

TDIV

in top 540.6%

CONYStockTDIV

not top 5TXN9.3%

not top 5IBM8.9%

not top 5MSFT8.3%

not top 5AVGO7.1%

not top 5ORCL7.1%

Held in common[…]

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

CONY vs TDIV Returns, Every Period

YieldMaxCONY

−51.4%

past year

TDIVFirst Trust

+14.4%

past year

CONYTDIVFaded: behind in that period

0–3TDIV wins

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

CONY vs CHPY

YTD

YieldMaxCONY

−30.1%

CHPYYieldMax

+43.0%

−30.1%Year to date+43.0%

−55.3%Worst drop · 1Y−28.7%

61.4%Volatility · 1Y41.5%

131.7%Yield49.5%

$289MAssets$1.2B

3–1CHPY wins

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

Cost, Income and Risk

Fees: CONY, TDIV, CHPY

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

CHPY1.03%$103

CONY1.04%$104

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

Yields: CONY, TDIV, CHPY

131.66%highest, CONY

FundTrailing yieldYield$10k

CONY131.66%$13,166

CHPY49.47%$4,947

TDIV1.39%$139

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

Income After Fees on $10,000

$13,062most kept, CONY

CONY$13,166 − $104 = $13,062

CHPY$4,947 − $103 = $4,844

TDIV$139 − $50 = $89

KeptFee

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

Overlap: CONY, TDIV, CHPY

Today

24.1%most shared, TDIV and CHPY

CONYTDIVCHPY

CONY—[…][…]

TDIV[…]—24.1%

CHPY[…]24.1%—

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

Return vs Bumpiness: 3 ETFs

+43.7%CHPY, at 41.5% volatility

TDIVWorst drop−16.3%20.8% vol

CHPYWorst drop−28.7%41.5% vol

CONYWorst drop−55.3%61.4% vol

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

Paid More vs Made More

YTD

CONYCHPY

−30.1%Year to date+43.0%

131.7%Yield49.5%

−51.4%Past year+43.7%

1.04%Fee1.03%

3–1CHPY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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