Compare · 3 funds side by side · dividends reinvested

MST, CHPY and TDIV

MSTDefiance×CHPYYieldMax×TDIVFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,505TDIV · best of the three

02 / 04

MST, CHPY and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.47%+12.6%+11.6%+27.4%+15.4%−16.3%21.5%$4.3B1.5

YieldMax Semiconductor Portfolio Option Income ETFThematic Income · A basket1.03%58.65%+21.4%+25.9%[…][…]−38.2%43.7%$1.3B1.7

Leveraged Long + Income MSTR ETFThematic Income · A single stock2.02%233.40%−62.6%−85.7%[…][…]−92.2%145.1%$22M2.7

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: MST 2025 · CHPY 2025 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

Leveraged Long + Income MSTR ETF · $22M[…]

MST

CHPY

YieldMax Semiconductor Portfolio Option Income ETF · $1.3B[…]

$10,000 five years ago, dividends reinvested

MSTMeasureCHPY

−62.6%Year to dateJan 1 → Nov 5+21.4%

−85.7%1 yearTotal return+25.9%

[…]3 years · per year[…]

[…]5 years · per year[…]

2.02%Expense ratio$202 · $103 a year on $10k · lower is better1.03%

233.40%Trailing 12-mo yield$23,340 · $5,865 a year on $10k58.65%

−92.2%Worst dropSmaller is better−38.2%

145.1%VolatilityLower is calmer43.7%

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

1–5CHPY wins

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

More Ways to See the Pairs

MST vs CHPY: Top 5 Holdings

Today

MST

[…]in top 5

CHPY

in top 527.6%

MSTStockCHPY

not top 5NVDA6.8%

not top 5AMD6.1%

not top 5AVGO5.5%

not top 5MU4.7%

not top 5ASX4.5%

Held in common[…]

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

MST vs CHPY Returns, Every Period

DefianceMST

−85.7%

past year

CHPYYieldMax

+25.9%

past year

MSTCHPYFaded: behind in that period

0–2CHPY wins

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

MST vs CHPY

YTD

DefianceMST

−62.6%

CHPYYieldMax

+21.4%

−62.6%Year to date+21.4%

−92.2%Worst drop · 1Y−38.2%

145.1%Volatility · 1Y43.7%

233.4%Yield58.6%

$22.0MAssets$1.3B

3–1CHPY wins

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

Cost, Income and Risk

Fees: MST, CHPY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

CHPY1.03%$103

MST2.02%$202

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

Yields: MST, CHPY, TDIV

233.40%highest, MST

FundTrailing yieldYield$10k

MST233.40%$23,340

CHPY58.65%$5,865

TDIV1.47%$147

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

Income After Fees on $10,000

$23,138most kept, MST

MST$23,340 − $202 = $23,138

CHPY$5,865 − $103 = $5,762

TDIV$147 − $50 = $97

KeptFee

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

Overlap: MST, CHPY, TDIV

Today

24.3%most shared, CHPY and TDIV

MSTCHPYTDIV

MST—[…][…]

CHPY[…]—24.3%

TDIV[…]24.3%—

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

Return vs Bumpiness: 3 ETFs

+25.9%CHPY, at 43.7% volatility

TDIVWorst drop−16.3%21.5% vol

CHPYWorst drop−38.2%43.7% vol

MSTWorst drop−92.2%145.1% vol

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

Paid More vs Made More

YTD

MSTCHPY

−62.6%Year to date+21.4%

233.4%Yield58.6%

−85.7%Past year+25.9%

2.02%Fee1.03%

3–1CHPY 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