Compare · 3 funds side by side · dividends reinvested

PLTY, CONY and TDIV

PLTYYieldMax×CONYYieldMax×TDIVFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,993TDIV · best of the three

02 / 04

PLTY, CONY and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.38%+19.6%+15.8%+30.4%+17.1%−16.3%20.8%$4.3B1.3

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%77.25%+0.7%−12.7%[…][…]−41.4%50.7%$339M2.2

YieldMax COIN Option Income Strategy ETFThematic Income · A single stock1.04%127.47%−27.8%−48.0%+5.2%[…]−53.7%61.4%$303M2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: PLTY 2024 · CONY 2023 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax PLTR Option Income Strategy ETF · $339M[…]

PLTY

CONY

YieldMax COIN Option Income Strategy ETF · $303M[…]

$10,000 five years ago, dividends reinvested

PLTYMeasureCONY

+0.7%Year to dateJan 1 → Nov 4−27.8%

−12.7%1 yearTotal return−48.0%

[…]3 years · per year$10,000 became […] · $11,644+5.2%

[…]5 years · per year[…]

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

77.25%Trailing 12-mo yield$7,725 · $12,747 a year on $10k127.47%

−41.4%Worst dropSmaller is better−53.7%

50.7%VolatilityLower is calmer61.4%

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

4–2PLTY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PLTY vs CONY: Top 5 Holdings

Today

PLTY

[…]in top 5

CONY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

PLTY vs CONY Returns, Every Period

YieldMaxPLTY

−12.7%

past year

CONYYieldMax

−48.0%

past year

PLTYCONYFaded: behind in that period

2–0PLTY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PLTY vs CONY

YTD

YieldMaxPLTY

+0.7%

CONYYieldMax

−27.8%

+0.7%Year to date−27.8%

−41.4%Worst drop · 1Y−53.7%

50.7%Volatility · 1Y61.4%

77.2%Yield127.5%

$339MAssets$303M

3–1PLTY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PLTY, CONY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

CONY1.04%$104

PLTY1.07%$107

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PLTY, CONY, TDIV

127.47%highest, CONY

FundTrailing yieldYield$10k

CONY127.47%$12,747

PLTY77.25%$7,725

TDIV1.38%$138

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$12,643most kept, CONY

CONY$12,747 − $104 = $12,643

PLTY$7,725 − $107 = $7,618

TDIV$138 − $50 = $88

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PLTY, CONY, TDIV

Today

[…]holdings […]

PLTYCONYTDIV

PLTY—[…][…]

CONY[…]—[…]

TDIV[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.8%TDIV, at 20.8% volatility

TDIVWorst drop−16.3%20.8% vol

PLTYWorst drop−41.4%50.7% vol

CONYWorst drop−53.7%61.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CONYTDIV

−27.8%Year to date+19.6%

127.5%Yield1.4%

−48.0%Past year+15.8%

1.04%Fee0.50%

3–1TDIV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026