Compare · 3 funds side by side · dividends reinvested

DFII, BTCI and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

DFII, BTCI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.3

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%31.99%−15.5%−25.6%[…][…]−41.2%39.7%$1.3B2.0

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.45%−16.7%−26.5%[…][…]−42.6%41.9%$20M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFII 2025 · BTCI 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

−16.7%Year to dateJan 1 → Nov 9−15.5%

−26.5%1 yearTotal return−25.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

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

20.45%Trailing 12-mo yield$2,045 · $3,199 a year on $10k31.99%

−42.6%Worst dropSmaller is better−41.2%

41.9%VolatilityLower is calmer39.7%

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

1–5BTCI wins

End-of-day Nov 9, 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 5108.7%

DFIIStockBTCI

not top 5912797WR86.3%

not top 5IBIT17.1%

not top 5CASH&OTH3.5%

not top 5HODL1.8%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DFII vs BTCI Returns, Every Period

First TrustDFII

−26.5%

past year

BTCINEOS

−25.6%

past year

DFIIBTCIFaded: behind in that period

0–2BTCI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFII vs BTCI

YTD

First TrustDFII

−16.7%

BTCINEOS

−15.5%

−16.7%Year to date−15.5%

−42.6%Worst drop · 1Y−41.2%

41.9%Volatility · 1Y39.7%

20.5%Yield32.0%

$19.7MAssets$1.3B

4–0BTCI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFII, BTCI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFII0.85%$85

BTCI0.99%$99

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFII, BTCI, SPY

31.99%highest, BTCI

FundTrailing yieldYield$10k

BTCI31.99%$3,199

DFII20.45%$2,045

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$3,100most kept, BTCI

BTCI$3,199 − $99 = $3,100

DFII$2,045 − $85 = $1,960

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFII, BTCI, SPY

Today

0.0%most shared, BTCI and SPY

DFIIBTCISPY

DFII—[…][…]

BTCI[…]—0.0%

SPY[…]0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

BTCIWorst drop−41.2%39.7% vol

DFIIWorst drop−42.6%41.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BTCISPY

−15.5%Year to date+11.2%

32.0%Yield1.0%

−25.6%Past year+13.5%

0.99%Fee0.09%

3–1SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026