Compare · 4 funds side by side · dividends reinvested

DFII, TDIV, SPY and MSTY

DFIIFirst Trust×TDIVFirst Trust×SPYSPDR×MSTYYieldMax×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,262TDIV · best of the four

Story of the four · IncomeMost incomeMSTY · 147.76% · $14,776 a year on $10k

Story of the four · RiskSmallest drop

DFII, TDIV, SPY and MSTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.39%+19.2%+18.0%+27.7%+16.3%−16.3%21.7%$4.3B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B1.9

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.53%−17.1%−30.1%[…][…]−42.6%41.7%$19M2.8

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%147.76%−18.3%−43.2%[…][…]−60.0%69.8%$896M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFII 2025 · TDIV 2012 · SPY 1993 · MSTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest Bitcoin Strategy & Target Income ETF · $19M[…]

DFII

More Ways to See the Pairs

DFII vs TDIV: Top 5 Holdings

Today

DFII

[…]in top 5

TDIV

in top 540.6%

DFIIStockTDIV

not top 5TXN9.5%

not top 5MSFT8.6%

not top 5IBM8.6%

not top 5AVGO7.4%

not top 5ORCL6.5%

Cost, Income and Risk

Fees: DFII, TDIV, SPY, MSTY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

TDIV0.50%$50

DFII0.85%$85

MSTY1.03%$103

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,262

$10,000 five years ago, dividends reinvested

DFIIMeasureTDIV

−17.1%Year to dateJan 1 → Nov 11+19.2%

−30.1%1 yearTotal return+18.0%

[…]3 years · per year$10,000 became […] · $20,828+27.7%

[…]5 years · per year$10,000 became […] · $21,262+16.3%

0.85%Expense ratio$85 · $50 a year on $10k · lower is better0.50%

20.53%Trailing 12-mo yield$2,053 · $139 a year on $10k1.39%

−42.6%Worst dropSmaller is better−16.3%

41.7%VolatilityLower is calmer21.7%

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

1–5TDIV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

DFII vs TDIV Returns, Every Period

1Y

First TrustDFII

−30.1%

past year

TDIVFirst Trust

+18.0%

past year

DFIITDIVFaded: behind in that period

0–2TDIV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFII vs MSTY

YTD

First TrustDFII

−17.1%

MSTYYieldMax

−18.3%

−17.1%Year to date−18.3%

−42.6%Worst drop · 1Y−60.0%

41.7%Volatility · 1Y69.8%

20.5%Yield147.8%

$19.2MAssets$896M

3–1DFII wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFII, TDIV, SPY, MSTY

1Y

147.76%highest, MSTY

FundTrailing yieldYield$10k

MSTY147.76%$14,776

DFII20.53%$2,053

TDIV1.39%$139

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$14,673most kept, MSTY

MSTY$14,776 − $103 = $14,673

DFII$2,053 − $85 = $1,968

SPY$100 − $9 = $91

TDIV$139 − $50 = $89

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFII, TDIV, SPY, MSTY

Today

13.5%most shared, TDIV and SPY

DFIITDIVSPYMSTY

DFII—[…][…][…]

TDIV[…]—13.5%[…]

SPY[…]13.5%—[…]

MSTY[…][…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+18.0%TDIV, at 21.7% volatility

SPYWorst drop−8.9%13.7% vol

TDIVWorst drop−16.3%21.7% vol

DFIIWorst drop−42.6%41.7% vol

MSTYWorst drop−60.0%69.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYTDIV

−18.3%Year to date+19.2%

147.8%Yield1.4%

−43.2%Past year+18.0%

1.03%Fee0.50%

3–1TDIV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFII, TDIV, SPY and MSTY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four