Compare · 3 funds side by side · dividends reinvested

CONY, TDIV and MSTY

CONYYieldMax×TDIVFirst Trust×MSTYYieldMax×

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

02 / 04

CONY, TDIV 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%$4.3B1.3

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%133.90%−7.5%−41.3%[…][…]−63.6%69.9%$994M2.2

YieldMax COIN Option Income Strategy ETFThematic Income · A single stock1.04%127.47%−27.8%−48.0%+5.2%[…]−53.7%61.4%$303M2.4

Rank among the three1st → 3rdFee, 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: CONY 2023 · TDIV 2012 · MSTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax COIN Option Income Strategy ETF · $303M[…]

CONY

TDIV

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

$10,000 five years ago, dividends reinvested

CONYMeasureTDIV

−27.8%Year to dateJan 1 → Nov 4+19.6%

−48.0%1 yearTotal return+15.8%

+5.2%3 years · per year$10,000 became $11,644 · $22,150+30.4%

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

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

127.47%Trailing 12-mo yield$12,747 · $138 a year on $10k1.38%

−53.7%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 4, 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 540.7%

CONYStockTDIV

not top 5TXN9.7%

not top 5IBM8.6%

not top 5MSFT8.3%

not top 5AVGO7.3%

not top 5ORCL6.8%

Held in common[…]

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

CONY vs TDIV Returns, Every Period

YieldMaxCONY

−48.0%

past year

TDIVFirst Trust

+15.8%

past year

CONYTDIVFaded: behind in that period

0–3TDIV wins

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

CONY vs MSTY

YTD

YieldMaxCONY

−27.8%

MSTYYieldMax

−7.5%

−27.8%Year to date−7.5%

−53.7%Worst drop · 1Y−63.6%

61.4%Volatility · 1Y69.9%

127.5%Yield133.9%

$303MAssets$994M

2–2level

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

Cost, Income and Risk

Fees: CONY, TDIV, MSTY

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

MSTY1.03%$103

CONY1.04%$104

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

Yields: CONY, TDIV, MSTY

133.90%highest, MSTY

FundTrailing yieldYield$10k

MSTY133.90%$13,390

CONY127.47%$12,747

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

CONY$12,747 − $104 = $12,643

TDIV$138 − $50 = $88

KeptFee

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

Overlap: CONY, TDIV, MSTY

Today

[…]holdings […]

CONYTDIVMSTY

CONY—[…][…]

TDIV[…]—[…]

MSTY[…][…]—

End-of-day Nov 4, 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

CONYWorst drop−53.7%61.4% 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 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 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