Compare · 4 funds side by side · dividends reinvested

DFII, MSTY, VOO and TDIV

DFIIFirst Trust×MSTYYieldMax×VOOVanguard×TDIVFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,049TDIV · best of the four

02 / 04

DFII, MSTY, VOO and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.42%+16.3%+15.5%+27.4%+16.1%−16.3%21.7%$4.1B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.45%−16.7%−26.5%[…][…]−42.6%41.9%$20M3.0

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%143.74%−16.0%−41.2%[…][…]−60.3%69.8%$947M3.3

Rank among the four1st → 4thFee, 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 · MSTY 2024 · VOO 2010 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

DFII

MSTY

YieldMax MSTR Option Income Strategy ETF · $947M[…]

$10,000 five years ago, dividends reinvested

DFIIMeasureMSTY

−16.7%Year to dateJan 1 → Nov 9−16.0%

−26.5%1 yearTotal return−41.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

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

20.45%Trailing 12-mo yield$2,045 · $14,374 a year on $10k143.74%

−42.6%Worst dropSmaller is better−60.3%

41.9%VolatilityLower is calmer69.8%

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

4–2DFII 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 MSTY: Top 5 Holdings

Today

DFII

[…]in top 5

MSTY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFII vs MSTY Returns, Every Period

First TrustDFII

−26.5%

past year

MSTYYieldMax

−41.2%

past year

DFIIMSTYFaded: behind in that period

1–1Level

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

DFII vs MSTY

YTD

First TrustDFII

−16.7%

MSTYYieldMax

−16.0%

−16.7%Year to date−16.0%

−42.6%Worst drop · 1Y−60.3%

41.9%Volatility · 1Y69.8%

20.5%Yield143.7%

$19.7MAssets$947M

2–2level

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

Cost, Income and Risk

Fees: DFII, MSTY, VOO, TDIV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

TDIV0.50%$50

DFII0.85%$85

MSTY1.03%$103

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

Yields: DFII, MSTY, VOO, TDIV

143.74%highest, MSTY

FundTrailing yieldYield$10k

MSTY143.74%$14,374

DFII20.45%$2,045

TDIV1.42%$142

VOO1.07%$107

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

Income After Fees on $10,000

$14,271most kept, MSTY

MSTY$14,374 − $103 = $14,271

DFII$2,045 − $85 = $1,960

VOO$107 − $3 = $104

TDIV$142 − $50 = $92

KeptFee

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

Overlap: DFII, MSTY, VOO, TDIV

Today

13.3%most shared, VOO and TDIV

DFIIMSTYVOOTDIV

DFII—[…][…][…]

MSTY[…]—[…][…]

VOO[…][…]—13.3%

TDIV[…][…]13.3%—

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

Return vs Bumpiness: 4 ETFs

+15.5%TDIV, at 21.7% volatility

VOOWorst drop−8.9%13.7% vol

TDIVWorst drop−16.3%21.7% vol

DFIIWorst drop−42.6%41.9% vol

MSTYWorst drop−60.3%69.8% vol

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

Paid More vs Made More

YTD

MSTYTDIV

−16.0%Year to date+16.3%

143.7%Yield1.4%

−41.2%Past year+15.5%

1.03%Fee0.50%

3–1TDIV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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