Compare · 3 funds side by side · dividends reinvested

MST, CONY and TDIV

MSTDefiance×CONYYieldMax×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, CONY 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%$4.4B1.3

YieldMax COIN Option Income Strategy ETFThematic Income · A single stock1.04%140.80%−33.4%−48.6%+1.0%[…]−52.2%61.5%$313M2.0

Leveraged Long + Income MSTR ETFThematic Income · A single stock2.02%233.40%−62.6%−85.7%[…][…]−92.2%145.1%$24M2.7

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 · CONY 2023 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

Leveraged Long + Income MSTR ETF · $24M[…]

MST

CONY

YieldMax COIN Option Income Strategy ETF · $313M[…]

$10,000 five years ago, dividends reinvested

MSTMeasureCONY

−62.6%Year to dateJan 1 → Nov 5−33.4%

−85.7%1 yearTotal return−48.6%

[…]3 years · per year$10,000 became […] · $10,302+1.0%

[…]5 years · per year[…]

2.02%Expense ratio$202 · $104 a year on $10k · lower is better1.04%

233.40%Trailing 12-mo yield$23,340 · $14,080 a year on $10k140.80%

−92.2%Worst dropSmaller is better−52.2%

145.1%VolatilityLower is calmer61.5%

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

1–5CONY 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 CONY: Top 5 Holdings

Today

MST

[…]in top 5

CONY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

MST vs CONY Returns, Every Period

DefianceMST

−85.7%

past year

CONYYieldMax

−48.6%

past year

MSTCONYFaded: behind in that period

0–2CONY wins

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

MST vs CONY

YTD

DefianceMST

−62.6%

CONYYieldMax

−33.4%

−62.6%Year to date−33.4%

−92.2%Worst drop · 1Y−52.2%

145.1%Volatility · 1Y61.5%

233.4%Yield140.8%

$23.7MAssets$313M

3–1CONY wins

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

Cost, Income and Risk

Fees: MST, CONY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

CONY1.04%$104

MST2.02%$202

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

Yields: MST, CONY, TDIV

233.40%highest, MST

FundTrailing yieldYield$10k

MST233.40%$23,340

CONY140.80%$14,080

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

CONY$14,080 − $104 = $13,976

TDIV$147 − $50 = $97

KeptFee

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

Overlap: MST, CONY, TDIV

Today

[…]holdings […]

MSTCONYTDIV

MST—[…][…]

CONY[…]—[…]

TDIV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+11.6%TDIV, at 21.5% volatility

TDIVWorst drop−16.3%21.5% vol

CONYWorst drop−52.2%61.5% 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

MSTTDIV

−62.6%Year to date+12.6%

233.4%Yield1.5%

−85.7%Past year+11.6%

2.02%Fee0.50%

3–1TDIV 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026