Compare · 3 funds side by side · dividends reinvested

DFII, CHPY and TDIV

DFIIFirst Trust×CHPYYieldMax×TDIVFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,484TDIV · best of the three

02 / 04

DFII, CHPY and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.47%+12.5%+9.9%+26.9%+15.4%−16.3%21.5%$4.4B1.5

YieldMax Semiconductor Portfolio Option Income ETFThematic Income · A basket1.03%56.28%+26.5%+29.2%[…][…]−38.2%43.8%$1.2B1.8

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.23%−15.8%−27.8%[…][…]−42.6%41.9%$21M2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFII 2025 · CHPY 2025 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Bitcoin Strategy & Target Income ETF · $21M[…]

DFII

CHPY

YieldMax Semiconductor Portfolio Option Income ETF · $1.2B[…]

$10,000 five years ago, dividends reinvested

DFIIMeasureCHPY

−15.8%Year to dateJan 1 → Nov 6+26.5%

−27.8%1 yearTotal return+29.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.85%Expense ratio$85 · $103 a year on $10k · lower is better1.03%

20.23%Trailing 12-mo yield$2,023 · $5,628 a year on $10k56.28%

−42.6%Worst dropSmaller is better−38.2%

41.9%VolatilityLower is calmer43.8%

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

2–4CHPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFII vs CHPY: Top 5 Holdings

Today

DFII

[…]in top 5

CHPY

in top 527.2%

DFIIStockCHPY

not top 5NVDA7.1%

not top 5AMD5.8%

not top 5AVGO5.6%

not top 5MU4.4%

not top 5ASML4.3%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

DFII vs CHPY Returns, Every Period

First TrustDFII

−27.8%

past year

CHPYYieldMax

+29.2%

past year

DFIICHPYFaded: behind in that period

0–2CHPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFII vs CHPY

YTD

First TrustDFII

−15.8%

CHPYYieldMax

+26.5%

−15.8%Year to date+26.5%

−42.6%Worst drop · 1Y−38.2%

41.9%Volatility · 1Y43.8%

20.2%Yield56.3%

$20.7MAssets$1.2B

3–1CHPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFII, CHPY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

DFII0.85%$85

CHPY1.03%$103

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFII, CHPY, TDIV

56.28%highest, CHPY

FundTrailing yieldYield$10k

CHPY56.28%$5,628

DFII20.23%$2,023

TDIV1.47%$147

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,525most kept, CHPY

CHPY$5,628 − $103 = $5,525

DFII$2,023 − $85 = $1,938

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFII, CHPY, TDIV

Today

24.1%most shared, CHPY and TDIV

DFIICHPYTDIV

DFII—[…][…]

CHPY[…]—24.1%

TDIV[…]24.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.2%CHPY, at 43.8% volatility

TDIVWorst drop−16.3%21.5% vol

DFIIWorst drop−42.6%41.9% vol

CHPYWorst drop−38.2%43.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CHPYTDIV

+26.5%Year to date+12.5%

56.3%Yield1.5%

+29.2%Past year+9.9%

1.03%Fee0.50%

3–1CHPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026