Compare · 3 funds side by side · dividends reinvested

MSTY, DFII and TDIV

MSTYYieldMax×DFIIFirst Trust×TDIVFirst Trust×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,262TDIV · best of the three

Story of the three · IncomeMost incomeMSTY · 147.76% · $14,776 a year on $10k

Story of the three · RiskSmallest drop

MSTY, DFII 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%+19.2%+18.0%+27.7%+16.3%−16.3%21.7%$4.3B1.3

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.53%−17.1%−30.1%[…][…]−42.6%41.7%$19M2.0

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%147.76%−18.3%−43.2%[…][…]−60.0%69.8%$896M2.7

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: MSTY 2024 · DFII 2025 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,262

TDIV

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $19M[…]

$10,000 five years ago, dividends reinvested

TDIV

More Ways to See the Pairs

TDIV vs DFII: Top 5 Holdings

Today

TDIV

40.6%in top 5

DFII

in top 5[…]

TDIVStockDFII

9.5%TXNnot top 5

8.6%MSFTnot top 5

8.6%IBMnot top 5

7.4%AVGOnot top 5

6.5%ORCLnot top 5

Cost, Income and Risk

Fees: MSTY, DFII, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

DFII0.85%$85

MSTY1.03%$103

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%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

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

DFII

+19.2%Year to dateJan 1 → Nov 12−17.1%

+18.0%1 yearTotal return−30.1%

+27.7%3 years · per year$10,000 became $20,828 · […][…]

+16.3%5 years · per year$10,000 became $21,262 · […][…]

0.50%Expense ratio$50 · $85 a year on $10k · lower is better0.85%

1.39%Trailing 12-mo yield$139 · $2,053 a year on $10k20.53%

−16.3%Worst dropSmaller is better−42.6%

21.7%VolatilityLower is calmer41.7%

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

5–1TDIV wins

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

Held in common[…]

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

TDIV vs DFII Returns, Every Period

1Y

First TrustTDIV

+18.0%

past year

DFIIFirst Trust

−30.1%

past year

TDIVDFIIFaded: behind in that period

2–0TDIV wins

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

TDIV vs MSTY

YTD

First TrustTDIV

+19.2%

MSTYYieldMax

−18.3%

+19.2%Year to date−18.3%

−16.3%Worst drop · 1Y−60.0%

21.7%Volatility · 1Y69.8%

1.4%Yield147.8%

$4.3BAssets$896M

3–1TDIV wins

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

Yields: MSTY, DFII, TDIV

1Y

147.76%highest, MSTY

FundTrailing yieldYield$10k

MSTY147.76%$14,776

DFII20.53%$2,053

TDIV1.39%$139

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

Income After Fees on $10,000

1Y

$14,673most kept, MSTY

MSTY$14,776 − $103 = $14,673

DFII$2,053 − $85 = $1,968

TDIV$139 − $50 = $89

KeptFee

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

Overlap: MSTY, DFII, TDIV

Today

[…]holdings […]

MSTYDFIITDIV

MSTY—[…][…]

DFII[…]—[…]

TDIV[…][…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+18.0%TDIV, at 21.7% volatility

TDIVWorst drop−16.3%21.7% vol

DFIIWorst drop−42.6%41.7% vol

MSTYWorst drop−60.0%69.8% vol

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

Paid More vs Made More

YTD

MSTYTDIV

−18.3%Year to date+19.2%

147.8%Yield1.4%

−43.2%Past year+18.0%

1.03%Fee0.50%

3–1TDIV wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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MSTY, DFII and TDIV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: MSTY, DFII, TDIV