Compare · 2 funds side by side · dividends reinvested

PLIB and TDIV

PLIBDirexion×TDIVFirst Trust×

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

02 / 03

PLIB and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.42%+16.3%+15.5%+27.4%+16.1%−16.3%21.7%$4.1B1.1

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFThematic Income · A single stock0.99%15.18%[…][…][…][…][…][…]$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 9, 2026 · returns include dividends · since: PLIB 2026 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Technology Dividend Index Fund · $4.1B$21,049

TDIV

PLIB

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

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

TDIVMeasurePLIB

+16.3%Year to dateJan 1 → Nov 9[…]

+15.5%1 yearTotal return[…]

+27.4%3 years · per year$10,000 became $20,679 · […][…]

+16.1%5 years · per year$10,000 became $21,049 · […][…]

0.50%Expense ratio$50 · $99 a year on $10k · lower is better0.99%

1.42%Trailing 12-mo yield$142 · $1,518 a year on $10k15.18%

−16.3%Worst dropSmaller is better[…]

21.7%VolatilityLower is calmer[…]

TDIVPLIB 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

TDIV vs PLIB: Top 5 Holdings

Today

TDIV

40.4%in top 5

PLIB

in top 53.1%

TDIVStockPLIB

9.1%TXNnot top 5

9.0%IBMnot top 5

9.0%MSFTnot top 5

6.7%AVGOnot top 5

6.6%ORCLnot top 5

not top 5PLTR3.1%

Held in common0.0%

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

TDIV vs PLIB Returns, Every Period

First TrustTDIV

+15.5%

past year

PLIBDirexion

[…]

past year

Returns […]

TDIVPLIBFaded: behind in that period

0–0Level

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

TDIV vs PLIB

YTD

First TrustTDIV

+16.3%

PLIBDirexion

[…]

+16.3%Year to date[…]

−16.3%Worst drop · 1Y[…]

21.7%Volatility · 1Y[…]

1.4%Yield15.2%

$4.1BAssets$2.5M

1–0PLIB wins

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

Cost, Income and Risk

Fees: PLIB, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

PLIB0.99%$99

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

Yields: PLIB, TDIV

15.18%highest, PLIB

FundTrailing yieldYield$10k

PLIB15.18%$1,518

TDIV1.42%$142

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

Income After Fees on $10,000

$1,419most kept, PLIB

PLIB$1,518 − $99 = $1,419

TDIV$142 − $50 = $92

KeptFee

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

Overlap: PLIB, TDIV

Today

0.0%most shared, PLIB and TDIV

PLIBTDIV

PLIB—0.0%

TDIV0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.5%TDIV, at 21.7% volatility

TDIVWorst drop−16.3%21.7% vol

PLIBWorst drop[…][…]

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

Paid More vs Made More

YTD

PLIBTDIV

[…]Year to date+16.3%

15.2%Yield1.4%

[…]Past year+15.5%

0.99%Fee0.50%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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