Compare · 3 funds side by side · dividends reinvested

PLIB, TDVI and TDIV

PLIBDirexion×TDVIFirst Trust×TDIVFirst Trust×

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

02 / 04

PLIB, TDVI and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Technology Dividend Target Income ETFThematic Income · A basket0.75%8.01%+12.7%+10.3%+25.6%[…]−16.0%20.8%$663M1.4

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%$4.4B1.8

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFThematic Income · A single stock0.99%15.97%[…][…][…][…][…][…]$2M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: PLIB 2026 · TDVI 2023 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

PLIB

TDVI

FT Vest Technology Dividend Target Income ETF · $663M[…]

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

PLIBMeasureTDVI

[…]Year to dateJan 1 → Nov 6+12.7%

[…]1 yearTotal return+10.3%

[…]3 years · per year$10,000 became […] · $19,831+25.6%

[…]5 years · per year[…]

0.99%Expense ratio$99 · $75 a year on $10k · lower is better0.75%

15.97%Trailing 12-mo yield$1,597 · $801 a year on $10k8.01%

[…]Worst dropSmaller is better−16.0%

[…]VolatilityLower is calmer20.8%

PLIBTDVI 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

PLIB vs TDVI: Top 5 Holdings

Today

PLIB

3.1%in top 5

TDVI

in top 540.3%

PLIBStockTDVI

not top 5TXN9.1%

not top 5IBM9.0%

not top 5MSFT9.0%

not top 5AVGO6.7%

not top 5ORCL6.6%

3.1%PLTRnot top 5

Held in common0.0%

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

PLIB vs TDVI Returns, Every Period

DirexionPLIB

[…]

past year

TDVIFirst Trust

+10.3%

past year

Returns […]

PLIBTDVIFaded: behind in that period

0–0Level

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

PLIB vs TDVI

YTD

DirexionPLIB

[…]

TDVIFirst Trust

+12.7%

[…]Year to date+12.7%

[…]Worst drop · 1Y−16.0%

[…]Volatility · 1Y20.8%

16.0%Yield8.0%

$2.4MAssets$663M

1–0PLIB wins

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

Cost, Income and Risk

Fees: PLIB, TDVI, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

TDVI0.75%$75

PLIB0.99%$99

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

Yields: PLIB, TDVI, TDIV

15.97%highest, PLIB

FundTrailing yieldYield$10k

PLIB15.97%$1,597

TDVI8.01%$801

TDIV1.47%$147

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

Income After Fees on $10,000

$1,498most kept, PLIB

PLIB$1,597 − $99 = $1,498

TDVI$801 − $75 = $726

TDIV$147 − $50 = $97

KeptFee

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

Overlap: PLIB, TDVI, TDIV

Today

99.5%most shared, TDVI and TDIV

PLIBTDVITDIV

PLIB—0.0%0.0%

TDVI0.0%—99.5%

TDIV0.0%99.5%—

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

Return vs Bumpiness: 3 ETFs

+10.3%TDVI, at 20.8% volatility

TDVIWorst drop−16.0%20.8% vol

TDIVWorst drop−16.3%21.5% vol

PLIBWorst drop[…][…]

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

Paid More vs Made More

YTD

PLIBTDVI

[…]Year to date+12.7%

16.0%Yield8.0%

[…]Past year+10.3%

0.99%Fee0.75%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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