Compare · 4 funds side by side · dividends reinvested

PLIB, PLTY, TDIV and TDVI

PLIBDirexion×PLTYYieldMax×TDIVFirst Trust×TDVIFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,049TDIV · best of the four

02 / 04

PLIB, PLTY, TDIV and TDVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Technology Dividend Target Income ETFThematic Income · A basket0.75%7.76%+16.3%+15.6%+26.2%[…]−16.0%21.0%$628M1.7

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.42%+16.3%+15.5%+27.4%+16.1%−16.3%21.7%$4.1B1.8

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFThematic Income · A single stock0.99%15.09%[…][…][…][…][…][…]$2M2.5

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%76.26%−1.4%−1.8%[…][…]−38.0%51.3%$305M2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PLIB 2026 · PLTY 2024 · TDIV 2012 · TDVI 2023

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax PLTR Option Income Strategy ETF · $305M[…]

PLTY

PLIB

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

$10,000 five years ago, dividends reinvested

PLTYMeasurePLIB

−1.4%Year to dateJan 1 → Nov 9[…]

−1.8%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

1.07%Expense ratio$107 · $99 a year on $10k · lower is better0.99%

76.26%Trailing 12-mo yield$7,626 · $1,509 a year on $10k15.09%

−38.0%Worst dropSmaller is better[…]

51.3%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PLTY vs PLIB: Top 5 Holdings

Today

PLTY

[…]in top 5

PLIB

in top 53.5%

PLTYStockPLIB

not top 5PLTR3.5%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

PLTY vs PLIB Returns, Every Period

YieldMaxPLTY

−1.8%

past year

PLIBDirexion

[…]

past year

Returns […]

PLTYPLIBFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PLTY vs PLIB

YTD

YieldMaxPLTY

−1.4%

PLIBDirexion

[…]

−1.4%Year to date[…]

−38.0%Worst drop · 1Y[…]

51.3%Volatility · 1Y[…]

76.3%Yield15.1%

$305MAssets$2.5M

1–0PLTY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PLIB, PLTY, TDIV, TDVI

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

TDVI0.75%$75

PLIB0.99%$99

PLTY1.07%$107

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PLIB, PLTY, TDIV, TDVI

76.26%highest, PLTY

FundTrailing yieldYield$10k

PLTY76.26%$7,626

PLIB15.09%$1,509

TDVI7.76%$776

TDIV1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,519most kept, PLTY

PLTY$7,626 − $107 = $7,519

PLIB$1,509 − $99 = $1,410

TDVI$776 − $75 = $701

TDIV$142 − $50 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PLIB, PLTY, TDIV, TDVI

Today

99.8%most shared, TDIV and TDVI

PLIBPLTYTDIVTDVI

PLIB—[…]0.0%0.0%

PLTY[…]—[…][…]

TDIV0.0%[…]—99.8%

TDVI0.0%[…]99.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+15.6%TDVI, at 21.0% volatility

TDVIWorst drop−16.0%21.0% vol

TDIVWorst drop−16.3%21.7% vol

PLTYWorst drop−38.0%51.3% vol

PLIBWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PLTYTDIV

−1.4%Year to date+16.3%

76.3%Yield1.4%

−1.8%Past year+15.5%

1.07%Fee0.50%

3–1TDIV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026