Compare MAXI and TDVI

MAXI and TDVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Technology Dividend Target Income ETFThematic Income · A basket0.75%7.61%+18.6%+14.7%+28.9%[…]−16.0%20.1%$652M1.1

Simplify Bitcoin Strategy PLUS Income ETFThematic Income · A basket1.52%16.44%−7.9%−41.2%+15.8%[…]−61.6%70.8%$29M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MAXI 2022 · TDVI 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify Bitcoin Strategy PLUS Income ETF · $29M[…]

MAXI

TDVI

FT Vest Technology Dividend Target Income ETF · $652M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MAXIMeasureTDVI

−7.9%Year to dateJan 1 → Nov 3+18.6%

−41.2%1 yearTotal return+14.7%

+15.8%3 years · per year$10,000 became $15,525 · $21,419+28.9%

[…]5 years · per year[…]

1.52%Expense ratio$152 · $75 a year on $10k · lower is better0.75%

16.44%Trailing 12-mo yield$1,644 · $761 a year on $10k7.61%

−61.6%Worst dropSmaller is better−16.0%

70.8%VolatilityLower is calmer20.1%

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

1–6TDVI wins

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

More Ways to See the Pairs

MAXI vs TDVI: Top 5 Holdings

Today

MAXI

29.2%in top 5

TDVI

in top 540.6%

MAXIStockTDVI

29.2%IBITnot top 5

not top 5TXN9.3%

not top 5IBM8.9%

not top 5MSFT8.3%

not top 5AVGO7.1%

not top 5ORCL7.1%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

MAXI vs TDVI Returns, Every Period

1Y

SimplifyMAXI

−41.2%

past year

TDVIFirst Trust

+14.7%

past year

MAXITDVIFaded: behind in that period

0–3TDVI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MAXI vs TDVI

YTD

SimplifyMAXI

−7.9%

TDVIFirst Trust

+18.6%

−7.9%Year to date+18.6%

−61.6%Worst drop · 1Y−16.0%

70.8%Volatility · 1Y20.1%

16.4%Yield7.6%

$28.9MAssets$652M

3–1TDVI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MAXI, TDVI

Today

0.75%lowest, TDVI

FundExpense ratioFee$10k

TDVI0.75%$75

MAXI1.52%$152

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MAXI, TDVI

1Y

16.44%highest, MAXI

FundTrailing yieldYield$10k

MAXI16.44%$1,644

TDVI7.61%$761

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,492most kept, MAXI

MAXI$1,644 − $152 = $1,492

TDVI$761 − $75 = $686

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MAXI, TDVI

Today

0.0%most shared, MAXI and TDVI

MAXITDVI

MAXI—0.0%

TDVI0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.7%TDVI, at 20.1% volatility

TDVIWorst drop−16.0%20.1% vol

MAXIWorst drop−61.6%70.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MAXITDVI

−7.9%Year to date+18.6%

16.4%Yield7.6%

−41.2%Past year+14.7%

1.52%Fee0.75%

3–1TDVI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026