Compare · 3 funds side by side · dividends reinvested

PLTY, CHPY and TDIV

PLTYYieldMax×CHPYYieldMax×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

PLTY, CHPY and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$4.1B1.5

YieldMax Semiconductor Portfolio Option Income ETFThematic Income · A basket1.03%56.28%+26.5%+29.2%[…][…]−38.2%43.8%$1.1B1.8

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%79.88%−5.9%−12.2%[…][…]−38.0%51.5%$305M2.5

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: PLTY 2024 · CHPY 2025 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

PLTY

CHPY

YieldMax Semiconductor Portfolio Option Income ETF · $1.1B[…]

$10,000 five years ago, dividends reinvested

PLTYMeasureCHPY

−5.9%Year to dateJan 1 → Nov 6+26.5%

−12.2%1 yearTotal return+29.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.07%Expense ratio$107 · $103 a year on $10k · lower is better1.03%

79.88%Trailing 12-mo yield$7,988 · $5,628 a year on $10k56.28%

−38.0%Worst dropSmaller is better−38.2%

51.5%VolatilityLower is calmer43.8%

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

2–4CHPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PLTY vs CHPY: Top 5 Holdings

Today

PLTY

[…]in top 5

CHPY

in top 527.2%

PLTYStockCHPY

not top 5NVDA7.1%

not top 5AMD5.8%

not top 5AVGO5.6%

not top 5MU4.4%

not top 5ASML4.3%

Held in common[…]

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

PLTY vs CHPY Returns, Every Period

YieldMaxPLTY

−12.2%

past year

CHPYYieldMax

+29.2%

past year

PLTYCHPYFaded: behind in that period

0–2CHPY wins

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

PLTY vs CHPY

YTD

YieldMaxPLTY

−5.9%

CHPYYieldMax

+26.5%

−5.9%Year to date+26.5%

−38.0%Worst drop · 1Y−38.2%

51.5%Volatility · 1Y43.8%

79.9%Yield56.3%

$305MAssets$1.1B

2–2level

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

Cost, Income and Risk

Fees: PLTY, CHPY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

CHPY1.03%$103

PLTY1.07%$107

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

Yields: PLTY, CHPY, TDIV

79.88%highest, PLTY

FundTrailing yieldYield$10k

PLTY79.88%$7,988

CHPY56.28%$5,628

TDIV1.47%$147

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

Income After Fees on $10,000

$7,881most kept, PLTY

PLTY$7,988 − $107 = $7,881

CHPY$5,628 − $103 = $5,525

TDIV$147 − $50 = $97

KeptFee

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

Overlap: PLTY, CHPY, TDIV

Today

24.1%most shared, CHPY and TDIV

PLTYCHPYTDIV

PLTY—[…][…]

CHPY[…]—24.1%

TDIV[…]24.1%—

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

Return vs Bumpiness: 3 ETFs

+29.2%CHPY, at 43.8% volatility

TDIVWorst drop−16.3%21.5% vol

CHPYWorst drop−38.2%43.8% vol

PLTYWorst drop−38.0%51.5% vol

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

Paid More vs Made More

YTD

PLTYCHPY

−5.9%Year to date+26.5%

79.9%Yield56.3%

−12.2%Past year+29.2%

1.07%Fee1.03%

3–1CHPY wins

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026