Compare DFII, BTCI and MSTY

DFII, BTCI and MSTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%31.51%−14.2%−24.1%[…][…]−41.2%39.9%$1.3B1.3

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.15%−15.5%−25.0%[…][…]−42.6%42.1%$20M2.2

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%147.24%−14.9%−42.4%[…][…]−62.3%70.1%$994M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFII 2025 · BTCI 2024 · MSTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

DFII

BTCI

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

$10,000 five years ago, dividends reinvested

DFIIMeasureBTCI

−15.5%Year to dateJan 1 → Nov 5−14.2%

−25.0%1 yearTotal return−24.1%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.85%Expense ratio$85 · $99 a year on $10k · lower is better0.99%

20.15%Trailing 12-mo yield$2,015 · $3,151 a year on $10k31.51%

−42.6%Worst dropSmaller is better−41.2%

42.1%VolatilityLower is calmer39.9%

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

1–5BTCI wins

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

More Ways to See the Pairs

DFII vs BTCI: Top 5 Holdings

Today

DFII

[…]in top 5

BTCI

in top 5104.7%

DFIIStockBTCI

not top 5912797WR82.3%

not top 5IBIT17.2%

not top 5CASH&OTH3.4%

not top 5HODL1.8%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DFII vs BTCI Returns, Every Period

1Y

First TrustDFII

−25.0%

past year

BTCINEOS

−24.1%

past year

DFIIBTCIFaded: behind in that period

0–2BTCI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFII vs MSTY

YTD

First TrustDFII

−15.5%

MSTYYieldMax

−14.9%

−15.5%Year to date−14.9%

−42.6%Worst drop · 1Y−62.3%

42.1%Volatility · 1Y70.1%

20.2%Yield147.2%

$20.2MAssets$994M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFII, BTCI, MSTY

Today

0.85%lowest, DFII

FundExpense ratioFee$10k

DFII0.85%$85

BTCI0.99%$99

MSTY1.03%$103

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFII, BTCI, MSTY

1Y

147.24%highest, MSTY

FundTrailing yieldYield$10k

MSTY147.24%$14,724

BTCI31.51%$3,151

DFII20.15%$2,015

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$14,621most kept, MSTY

MSTY$14,724 − $103 = $14,621

BTCI$3,151 − $99 = $3,052

DFII$2,015 − $85 = $1,930

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFII, BTCI, MSTY

Today

[…]holdings […]

DFIIBTCIMSTY

DFII—[…][…]

BTCI[…]—[…]

MSTY[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

−24.1%BTCI, at 39.9% volatility

BTCIWorst drop−41.2%39.9% vol

DFIIWorst drop−42.6%42.1% vol

MSTYWorst drop−62.3%70.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYBTCI

−14.9%Year to date−14.2%

147.2%Yield31.5%

−42.4%Past year−24.1%

1.03%Fee0.99%

3–1BTCI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026