Compare · 3 funds side by side · dividends reinvested

MSFO, PLTY and TDIV

MSFOYieldMax×PLTYYieldMax×TDIVFirst Trust×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,024TDIV · best of the three

Story of the three · IncomeMost incomePLTY · 77.27% · $7,727 a year on $10k

Story of the three · RiskSmallest drop

MSFO, PLTY and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.39%+19.1%+18.4%+27.6%+16.0%−16.3%21.7%$4.3B1.3

YieldMax MSFT Option Income Strategy ETFThematic Income · A single stock1.03%38.32%+8.3%+4.0%+13.7%[…]−26.5%29.6%$97M2.0

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%77.27%−0.7%−8.1%[…][…]−37.8%50.9%$319M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: MSFO 2023 · PLTY 2024 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax PLTR Option Income Strategy ETF · $319M[…]

PLTY

MSFO

YieldMax MSFT Option Income Strategy ETF · $97M[…]

$10,000 five years ago, dividends reinvested

PLTYMeasure

More Ways to See the Pairs

PLTY vs MSFO: Top 5 Holdings

Today

PLTY

[…]in top 5

MSFO

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

PLTY vs MSFO Returns, Every Period

1Y

YieldMaxPLTY

−8.1%

past year

Cost, Income and Risk

Fees: MSFO, PLTY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

MSFO1.03%$103

PLTY1.07%$107

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

MSFO

−0.7%Year to dateJan 1 → Nov 12+8.3%

−8.1%1 yearTotal return+4.0%

[…]3 years · per year$10,000 became […] · $14,697+13.7%

[…]5 years · per year[…]

1.07%Expense ratio$107 · $103 a year on $10k · lower is better1.03%

77.27%Trailing 12-mo yield$7,727 · $3,832 a year on $10k38.32%

−37.8%Worst dropSmaller is better−26.5%

50.9%VolatilityLower is calmer29.6%

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

1–5MSFO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

MSFO

YieldMax

+4.0%

past year

PLTYMSFOFaded: behind in that period

0–2MSFO wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

PLTY vs MSFO

YTD

YieldMaxPLTY

−0.7%

MSFOYieldMax

+8.3%

−0.7%Year to date+8.3%

−37.8%Worst drop · 1Y−26.5%

50.9%Volatility · 1Y29.6%

77.3%Yield38.3%

$319MAssets$96.9M

3–1MSFO wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: MSFO, PLTY, TDIV

1Y

77.27%highest, PLTY

FundTrailing yieldYield$10k

PLTY77.27%$7,727

MSFO38.32%$3,832

TDIV1.39%$139

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

Income After Fees on $10,000

1Y

$7,620most kept, PLTY

PLTY$7,727 − $107 = $7,620

MSFO$3,832 − $103 = $3,729

TDIV$139 − $50 = $89

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: MSFO, PLTY, TDIV

Today

[…]holdings […]

MSFOPLTYTDIV

MSFO—[…][…]

PLTY[…]—[…]

TDIV[…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.4%TDIV, at 21.7% volatility

TDIVWorst drop−16.3%21.7% vol

MSFOWorst drop−26.5%29.6% vol

PLTYWorst drop−37.8%50.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PLTYTDIV

−0.7%Year to date+19.1%

77.3%Yield1.4%

−8.1%Past year+18.4%

1.07%Fee0.50%

3–1TDIV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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MSFO, PLTY and TDIV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: MSFO, PLTY, TDIV