Compare · 3 funds side by side · dividends reinvested

PLIB, TDIV and MSTY

PLIBDirexion×TDIVFirst Trust×MSTYYieldMax×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,505TDIV · best of the three

02 / 04

PLIB, TDIV and MSTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.47%+12.6%+11.6%+27.4%+15.4%−16.3%21.5%$4.4B1.3

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFThematic Income · A single stock0.99%16.51%[…][…][…][…][…][…]$3M2.0

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%148.48%−14.9%−42.4%[…][…]−62.3%70.1%$1.0B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: PLIB 2026 · TDIV 2012 · MSTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETF · $3M[…]

PLIB

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.4B$20,505

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

PLIBMeasureTDIV

[…]Year to dateJan 1 → Nov 5+12.6%

[…]1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $20,674+27.4%

[…]5 years · per year$10,000 became […] · $20,505+15.4%

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

16.51%Trailing 12-mo yield$1,651 · $147 a year on $10k1.47%

[…]Worst dropSmaller is better−16.3%

[…]VolatilityLower is calmer21.5%

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

1–1Level

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

More Ways to See the Pairs

PLIB vs TDIV: Top 5 Holdings

Today

PLIB

3.4%in top 5

TDIV

in top 540.8%

PLIBStockTDIV

not top 5TXN9.6%

not top 5MSFT8.8%

not top 5IBM8.7%

not top 5AVGO7.0%

not top 5ORCL6.7%

3.4%PLTRnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PLIB vs TDIV Returns, Every Period

DirexionPLIB

[…]

past year

TDIVFirst Trust

+11.6%

past year

Returns […]

PLIBTDIVFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PLIB vs MSTY

YTD

DirexionPLIB

[…]

MSTYYieldMax

−14.9%

[…]Year to date−14.9%

[…]Worst drop · 1Y−62.3%

[…]Volatility · 1Y70.1%

16.5%Yield148.5%

$2.7MAssets$1.0B

1–0MSTY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PLIB, TDIV, MSTY

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

PLIB0.99%$99

MSTY1.03%$103

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PLIB, TDIV, MSTY

148.48%highest, MSTY

FundTrailing yieldYield$10k

MSTY148.48%$14,848

PLIB16.51%$1,651

TDIV1.47%$147

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$14,745most kept, MSTY

MSTY$14,848 − $103 = $14,745

PLIB$1,651 − $99 = $1,552

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PLIB, TDIV, MSTY

Today

0.0%most shared, PLIB and TDIV

PLIBTDIVMSTY

PLIB—0.0%[…]

TDIV0.0%—[…]

MSTY[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.6%TDIV, at 21.5% volatility

TDIVWorst drop−16.3%21.5% vol

MSTYWorst drop−62.3%70.1% vol

PLIBWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYTDIV

−14.9%Year to date+12.6%

148.5%Yield1.5%

−42.4%Past year+11.6%

1.03%Fee0.50%

3–1TDIV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026