Compare · 3 funds side by side · dividends reinvested

PLTY, APLY and TDIV

PLTYYieldMax×APLYYieldMax×TDIVFirst Trust×

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

02 / 04

PLTY, APLY and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AAPL Option Income Strategy ETFThematic Income · A single stock1.04%30.78%+18.7%+19.7%+16.4%[…]−11.8%21.4%$109M1.4

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

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%76.26%−1.4%−1.8%[…][…]−38.0%51.3%$305M2.7

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: PLTY 2024 · APLY 2023 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

PLTY

APLY

YieldMax AAPL Option Income Strategy ETF · $109M[…]

$10,000 five years ago, dividends reinvested

PLTYMeasureAPLY

−1.4%Year to dateJan 1 → Nov 9+18.7%

−1.8%1 yearTotal return+19.7%

[…]3 years · per year$10,000 became […] · $15,759+16.4%

[…]5 years · per year[…]

1.07%Expense ratio$107 · $104 a year on $10k · lower is better1.04%

76.26%Trailing 12-mo yield$7,626 · $3,078 a year on $10k30.78%

−38.0%Worst dropSmaller is better−11.8%

51.3%VolatilityLower is calmer21.4%

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

1–5APLY 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 APLY: Top 5 Holdings

Today

PLTY

[…]in top 5

APLY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

PLTY vs APLY Returns, Every Period

YieldMaxPLTY

−1.8%

past year

APLYYieldMax

+19.7%

past year

PLTYAPLYFaded: behind in that period

0–2APLY wins

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

PLTY vs APLY

YTD

YieldMaxPLTY

−1.4%

APLYYieldMax

+18.7%

−1.4%Year to date+18.7%

−38.0%Worst drop · 1Y−11.8%

51.3%Volatility · 1Y21.4%

76.3%Yield30.8%

$305MAssets$109M

3–1APLY wins

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

Cost, Income and Risk

Fees: PLTY, APLY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

APLY1.04%$104

PLTY1.07%$107

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

Yields: PLTY, APLY, TDIV

76.26%highest, PLTY

FundTrailing yieldYield$10k

PLTY76.26%$7,626

APLY30.78%$3,078

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

APLY$3,078 − $104 = $2,974

TDIV$142 − $50 = $92

KeptFee

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

Overlap: PLTY, APLY, TDIV

Today

[…]holdings […]

PLTYAPLYTDIV

PLTY—[…][…]

APLY[…]—[…]

TDIV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+19.7%APLY, at 21.4% volatility

APLYWorst drop−11.8%21.4% vol

TDIVWorst drop−16.3%21.7% vol

PLTYWorst drop−38.0%51.3% vol

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

Paid More vs Made More

YTD

PLTYAPLY

−1.4%Year to date+18.7%

76.3%Yield30.8%

−1.8%Past year+19.7%

1.07%Fee1.04%

3–1APLY 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