Compare · 3 funds side by side · dividends reinvested

MST, TDIV and BTCI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,993TDIV · best of the three

02 / 04

MST, TDIV and BTCI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.38%+19.6%+15.8%+30.4%+17.1%−16.3%20.8%$4.3B1.3

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%30.14%−10.3%−24.7%[…][…]−41.4%40.0%$1.3B2.0

Leveraged Long + Income MSTR ETFThematic Income · A single stock2.02%222.23%−55.1%−85.0%[…][…]−92.7%144.6%$21M2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: MST 2025 · TDIV 2012 · BTCI 2024

Head to Head

Swap sides Versus in desk

Head to Head

Leveraged Long + Income MSTR ETF · $21M[…]

MST

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,993

$10,000 five years ago, dividends reinvested

MSTMeasureTDIV

−55.1%Year to dateJan 1 → Nov 4+19.6%

−85.0%1 yearTotal return+15.8%

[…]3 years · per year$10,000 became […] · $22,150+30.4%

[…]5 years · per year$10,000 became […] · $21,993+17.1%

2.02%Expense ratio$202 · $50 a year on $10k · lower is better0.50%

222.23%Trailing 12-mo yield$22,223 · $138 a year on $10k1.38%

−92.7%Worst dropSmaller is better−16.3%

144.6%VolatilityLower is calmer20.8%

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

1–5TDIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MST vs TDIV: Top 5 Holdings

Today

MST

[…]in top 5

TDIV

in top 540.7%

MSTStockTDIV

not top 5TXN9.7%

not top 5IBM8.6%

not top 5MSFT8.3%

not top 5AVGO7.3%

not top 5ORCL6.8%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

MST vs TDIV Returns, Every Period

DefianceMST

−85.0%

past year

TDIVFirst Trust

+15.8%

past year

MSTTDIVFaded: behind in that period

0–2TDIV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MST vs BTCI

YTD

DefianceMST

−55.1%

BTCINEOS

−10.3%

−55.1%Year to date−10.3%

−92.7%Worst drop · 1Y−41.4%

144.6%Volatility · 1Y40.0%

222.2%Yield30.1%

$20.6MAssets$1.3B

3–1BTCI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MST, TDIV, BTCI

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

BTCI0.99%$99

MST2.02%$202

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MST, TDIV, BTCI

222.23%highest, MST

FundTrailing yieldYield$10k

MST222.23%$22,223

BTCI30.14%$3,014

TDIV1.38%$138

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$22,021most kept, MST

MST$22,223 − $202 = $22,021

BTCI$3,014 − $99 = $2,915

TDIV$138 − $50 = $88

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MST, TDIV, BTCI

Today

0.0%most shared, TDIV and BTCI

MSTTDIVBTCI

MST—[…][…]

TDIV[…]—0.0%

BTCI[…]0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.8%TDIV, at 20.8% volatility

TDIVWorst drop−16.3%20.8% vol

BTCIWorst drop−41.4%40.0% vol

MSTWorst drop−92.7%144.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MSTTDIV

−55.1%Year to date+19.6%

222.2%Yield1.4%

−85.0%Past year+15.8%

2.02%Fee0.50%

3–1TDIV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026