Compare · 4 funds side by side · dividends reinvested

GPTY, TDIV, BTCI and TDVI

GPTYYieldMax×TDIVFirst Trust×BTCINEOS×TDVIFirst Trust×

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

02 / 04

GPTY, TDIV, BTCI and TDVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Technology Dividend Target Income ETFThematic Income · A basket0.75%8.01%+12.7%+10.3%+25.6%[…]−16.0%20.8%$663M1.6

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%$4.4B1.9

YieldMax AI & Tech Portfolio Option Income ETFThematic Income · A basket1.06%44.90%+9.5%+3.6%[…][…]−23.1%30.0%$114M2.8

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%31.61%−14.5%−26.5%[…][…]−41.2%39.8%$1.3B3.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: GPTY 2025 · TDIV 2012 · BTCI 2024 · TDVI 2023

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AI & Tech Portfolio Option Income ETF · $114M[…]

GPTY

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.4B$20,484

$10,000 five years ago, dividends reinvested · they hold 23.9% in common

GPTYMeasureTDIV

+9.5%Year to dateJan 1 → Nov 6+12.5%

+3.6%1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $20,418+26.9%

[…]5 years · per year$10,000 became […] · $20,484+15.4%

1.06%Expense ratio$106 · $50 a year on $10k · lower is better0.50%

44.90%Trailing 12-mo yield$4,490 · $147 a year on $10k1.47%

−23.1%Worst dropSmaller is better−16.3%

30.0%VolatilityLower is calmer21.5%

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

1–5TDIV wins

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

More Ways to See the Pairs

GPTY vs TDIV: Top 5 Holdings

Today

GPTY

37.8%in top 5

TDIV

in top 540.4%

GPTYStockTDIV

not top 5TXN9.1%

not top 5IBM9.0%

8.4%MSFT9.0%

8.4%AAPLnot top 5

7.3%AMZNnot top 5

6.9%NVDAnot top 5

6.9%GOOGLnot top 5

not top 5AVGO6.7%

not top 5ORCL6.6%

Held in common23.9%

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

GPTY vs TDIV Returns, Every Period

YieldMaxGPTY

+3.6%

past year

TDIVFirst Trust

+9.9%

past year

GPTYTDIVFaded: behind in that period

0–2TDIV wins

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

GPTY vs BTCI

YTD

YieldMaxGPTY

+9.5%

BTCINEOS

−14.5%

+9.5%Year to date−14.5%

−23.1%Worst drop · 1Y−41.2%

30.0%Volatility · 1Y39.8%

44.9%Yield31.6%

$114MAssets$1.3B

4–0GPTY wins

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

Cost, Income and Risk

Fees: GPTY, TDIV, BTCI, TDVI

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

TDVI0.75%$75

BTCI0.99%$99

GPTY1.06%$106

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

Yields: GPTY, TDIV, BTCI, TDVI

44.90%highest, GPTY

FundTrailing yieldYield$10k

GPTY44.90%$4,490

BTCI31.61%$3,161

TDVI8.01%$801

TDIV1.47%$147

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

Income After Fees on $10,000

$4,384most kept, GPTY

GPTY$4,490 − $106 = $4,384

BTCI$3,161 − $99 = $3,062

TDVI$801 − $75 = $726

TDIV$147 − $50 = $97

KeptFee

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

Overlap: GPTY, TDIV, BTCI, TDVI

Today

99.5%most shared, TDIV and TDVI

GPTYTDIVBTCITDVI

GPTY—23.9%0.0%23.9%

TDIV23.9%—0.0%99.5%

BTCI0.0%0.0%—0.0%

TDVI23.9%99.5%0.0%—

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

Return vs Bumpiness: 4 ETFs

+10.3%TDVI, at 20.8% volatility

TDVIWorst drop−16.0%20.8% vol

TDIVWorst drop−16.3%21.5% vol

GPTYWorst drop−23.1%30.0% vol

BTCIWorst drop−41.2%39.8% vol

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

Paid More vs Made More

YTD

GPTYTDVI

+9.5%Year to date+12.7%

44.9%Yield8.0%

+3.6%Past year+10.3%

1.06%Fee0.75%

3–1TDVI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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