Compare · 3 funds side by side · dividends reinvested

DFII, TDV and BTCI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,912TDV · best of the three

02 / 04

DFII, TDV and BTCI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - S&P Technology Dividend Aristocrats ETFThematic Income · A basket0.45%1.09%+14.9%+15.9%+19.6%+11.1%−9.5%20.3%$277M1.3

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%31.51%−14.2%−24.1%[…][…]−41.2%39.9%$1.3B2.0

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.15%−15.5%−25.0%[…][…]−42.6%42.1%$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 5, 2026 · returns include dividends · since: DFII 2025 · TDV 2019 · BTCI 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

DFII

TDV

ProShares - S&P Technology Dividend Aristocrats ETF · $277M$16,912

$10,000 five years ago, dividends reinvested

DFIIMeasureTDV

−15.5%Year to dateJan 1 → Nov 5+14.9%

−25.0%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $17,129+19.6%

[…]5 years · per year$10,000 became […] · $16,912+11.1%

0.85%Expense ratio$85 · $45 a year on $10k · lower is better0.45%

20.15%Trailing 12-mo yield$2,015 · $109 a year on $10k1.09%

−42.6%Worst dropSmaller is better−9.5%

42.1%VolatilityLower is calmer20.3%

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

1–5TDV 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 TDV: Top 5 Holdings

Today

DFII

[…]in top 5

TDV

in top 515.6%

DFIIStockTDV

not top 5BMI3.3%

not top 5ROP3.3%

not top 5JKHY3.1%

not top 5ACN2.9%

not top 5TXN2.9%

Held in common[…]

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

DFII vs TDV Returns, Every Period

First TrustDFII

−25.0%

past year

TDVProShares

+15.9%

past year

DFIITDVFaded: behind in that period

0–2TDV wins

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

DFII vs BTCI

YTD

First TrustDFII

−15.5%

BTCINEOS

−14.2%

−15.5%Year to date−14.2%

−42.6%Worst drop · 1Y−41.2%

42.1%Volatility · 1Y39.9%

20.2%Yield31.5%

$20.2MAssets$1.3B

4–0BTCI wins

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

Cost, Income and Risk

Fees: DFII, TDV, BTCI

Today

0.45%lowest, TDV

FundExpense ratioFee$10k

TDV0.45%$45

DFII0.85%$85

BTCI0.99%$99

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

Yields: DFII, TDV, BTCI

31.51%highest, BTCI

FundTrailing yieldYield$10k

BTCI31.51%$3,151

DFII20.15%$2,015

TDV1.09%$109

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

Income After Fees on $10,000

$3,052most kept, BTCI

BTCI$3,151 − $99 = $3,052

DFII$2,015 − $85 = $1,930

TDV$109 − $45 = $64

KeptFee

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

Overlap: DFII, TDV, BTCI

Today

0.0%most shared, TDV and BTCI

DFIITDVBTCI

DFII—[…][…]

TDV[…]—0.0%

BTCI[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.9%TDV, at 20.3% volatility

TDVWorst drop−9.5%20.3% vol

BTCIWorst drop−41.2%39.9% vol

DFIIWorst drop−42.6%42.1% vol

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

Paid More vs Made More

YTD

BTCITDV

−14.2%Year to date+14.9%

31.5%Yield1.1%

−24.1%Past year+15.9%

0.99%Fee0.45%

3–1TDV 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