Compare · 2 funds side by side · dividends reinvested

NVIB and TDIV

NVIBDirexion×TDIVFirst Trust×

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

02 / 03

NVIB 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%$4.4B1.1

Direxion Shares ETF Trust - Direxion NVDA Defined Income Boost ETFThematic Income · A single stock0.99%6.10%[…][…][…][…][…][…]$2M1.5

Rank among the two1st → 2ndFee, 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: NVIB 2026 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

NVIB

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.4B$20,484

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

NVIBMeasureTDIV

[…]Year to dateJan 1 → Nov 6+12.5%

[…]1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $20,418+26.9%

[…]5 years · per year$10,000 became […] · $20,484+15.4%

0.99%Expense ratio$99 · $50 a year on $10k · lower is better0.50%

6.10%Trailing 12-mo yield$610 · $147 a year on $10k1.47%

[…]Worst dropSmaller is better−16.3%

[…]VolatilityLower is calmer21.5%

NVIBTDIV 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

NVIB vs TDIV: Top 5 Holdings

Today

NVIB

3.4%in top 5

TDIV

in top 540.4%

NVIBStockTDIV

not top 5TXN9.1%

not top 5IBM9.0%

not top 5MSFT9.0%

not top 5AVGO6.7%

not top 5ORCL6.6%

3.4%NVDAnot top 5

Held in common0.0%

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

NVIB vs TDIV Returns, Every Period

DirexionNVIB

[…]

past year

TDIVFirst Trust

+9.9%

past year

Returns […]

NVIBTDIVFaded: behind in that period

0–0Level

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

NVIB vs TDIV

YTD

DirexionNVIB

[…]

TDIVFirst Trust

+12.5%

[…]Year to date+12.5%

[…]Worst drop · 1Y−16.3%

[…]Volatility · 1Y21.5%

6.1%Yield1.5%

$2.2MAssets$4.4B

1–0NVIB wins

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

Cost, Income and Risk

Fees: NVIB, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

NVIB0.99%$99

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

Yields: NVIB, TDIV

6.10%highest, NVIB

FundTrailing yieldYield$10k

NVIB6.10%$610

TDIV1.47%$147

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

Income After Fees on $10,000

$511most kept, NVIB

NVIB$610 − $99 = $511

TDIV$147 − $50 = $97

KeptFee

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

Overlap: NVIB, TDIV

Today

0.0%most shared, NVIB and TDIV

NVIBTDIV

NVIB—0.0%

TDIV0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.9%TDIV, at 21.5% volatility

TDIVWorst drop−16.3%21.5% vol

NVIBWorst drop[…][…]

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

Paid More vs Made More

YTD

NVIBTDIV

[…]Year to date+12.5%

6.1%Yield1.5%

[…]Past year+9.9%

0.99%Fee0.50%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026