Compare PLIB, PLTY and TDVI

PLIB, PLTY 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%$628M1.3

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFThematic Income · A single stock0.99%15.09%[…][…][…][…][…][…]$2M2.0

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%76.26%−1.4%−1.8%[…][…]−38.0%51.3%$305M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PLTY

TDVI

FT Vest Technology Dividend Target Income ETF · $628M[…]

$10,000 five years ago, dividends reinvested

PLTYMeasureTDVI

−1.4%Year to dateJan 1 → Nov 9+16.3%

−1.8%1 yearTotal return+15.6%

[…]3 years · per year$10,000 became […] · $20,093+26.2%

[…]5 years · per year[…]

1.07%Expense ratio$107 · $75 a year on $10k · lower is better0.75%

76.26%Trailing 12-mo yield$7,626 · $776 a year on $10k7.76%

−38.0%Worst dropSmaller is better−16.0%

51.3%VolatilityLower is calmer21.0%

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

1–5TDVI wins

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 TDVI: Top 5 Holdings

Today

PLTY

[…]in top 5

TDVI

in top 540.5%

PLTYStockTDVI

not top 5TXN9.1%

not top 5IBM9.0%

not top 5MSFT9.0%

not top 5AVGO6.8%

not top 5ORCL6.7%

Held in common[…]

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

PLTY vs TDVI Returns, Every Period

1Y

YieldMaxPLTY

−1.8%

past year

TDVIFirst Trust

+15.6%

past year

PLTYTDVIFaded: behind in that period

0–2TDVI wins

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, TDVI

Today

0.75%lowest, TDVI

FundExpense ratioFee$10k

TDVI0.75%$75

PLIB0.99%$99

PLTY1.07%$107

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

Yields: PLIB, PLTY, TDVI

1Y

76.26%highest, PLTY

FundTrailing yieldYield$10k

PLTY76.26%$7,626

PLIB15.09%$1,509

TDVI7.76%$776

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

Income After Fees on $10,000

1Y

$7,519most kept, PLTY

PLTY$7,626 − $107 = $7,519

PLIB$1,509 − $99 = $1,410

TDVI$776 − $75 = $701

KeptFee

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

Overlap: PLIB, PLTY, TDVI

Today

0.0%most shared, PLIB and TDVI

PLIBPLTYTDVI

PLIB—[…]0.0%

PLTY[…]—[…]

TDVI0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+15.6%TDVI, at 21.0% volatility

TDVIWorst drop−16.0%21.0% 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

PLTYTDVI

−1.4%Year to date+16.3%

76.3%Yield7.8%

−1.8%Past year+15.6%

1.07%Fee0.75%

3–1TDVI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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