Compare · 3 funds side by side · dividends reinvested

MSTY, PLIB and TDIV

MSTYYieldMax×PLIBDirexion×TDIVFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,484TDIV · best of the three

02 / 04

MSTY, PLIB 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%+12.5%+9.9%+26.9%+15.4%−16.3%21.5%$4.1B1.3

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%141.47%−14.7%−44.1%[…][…]−62.3%70.0%$947M2.0

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFThematic Income · A single stock0.99%15.97%[…][…][…][…][…][…]$2M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: MSTY 2024 · PLIB 2026 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax MSTR Option Income Strategy ETF · $947M[…]

MSTY

PLIB

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETF · $2M[…]

$10,000 five years ago, dividends reinvested

MSTYMeasurePLIB

−14.7%Year to dateJan 1 → Nov 6[…]

−44.1%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

1.03%Expense ratio$103 · $99 a year on $10k · lower is better0.99%

141.47%Trailing 12-mo yield$14,147 · $1,597 a year on $10k15.97%

−62.3%Worst dropSmaller is better[…]

70.0%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSTY vs PLIB: Top 5 Holdings

Today

MSTY

[…]in top 5

PLIB

in top 53.1%

MSTYStockPLIB

not top 5PLTR3.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MSTY vs PLIB Returns, Every Period

YieldMaxMSTY

−44.1%

past year

PLIBDirexion

[…]

past year

Returns […]

MSTYPLIBFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MSTY vs PLIB

YTD

YieldMaxMSTY

−14.7%

PLIBDirexion

[…]

−14.7%Year to date[…]

−62.3%Worst drop · 1Y[…]

70.0%Volatility · 1Y[…]

141.5%Yield16.0%

$947MAssets$2.4M

1–0MSTY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSTY, PLIB, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

PLIB0.99%$99

MSTY1.03%$103

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MSTY, PLIB, TDIV

141.47%highest, MSTY

FundTrailing yieldYield$10k

MSTY141.47%$14,147

PLIB15.97%$1,597

TDIV1.47%$147

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$14,044most kept, MSTY

MSTY$14,147 − $103 = $14,044

PLIB$1,597 − $99 = $1,498

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MSTY, PLIB, TDIV

Today

0.0%most shared, PLIB and TDIV

MSTYPLIBTDIV

MSTY—[…][…]

PLIB[…]—0.0%

TDIV[…]0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.9%TDIV, at 21.5% volatility

TDIVWorst drop−16.3%21.5% vol

MSTYWorst drop−62.3%70.0% vol

PLIBWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYTDIV

−14.7%Year to date+12.5%

141.5%Yield1.5%

−44.1%Past year+9.9%

1.03%Fee0.50%

3–1TDIV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026