Compare · 4 funds side by side · dividends reinvested

PLTY, MSST, BTCI and TDIV

PLTYYieldMax×MSSTYieldMax×BTCINEOS×TDIVFirst Trust×

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

02 / 04

PLTY, MSST, BTCI 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%$4.1B1.4

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%76.26%−1.4%−1.8%[…][…]−38.0%51.3%$305M2.3

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%31.99%−15.5%−25.6%[…][…]−41.2%39.7%$1.3B2.5

YieldMax MSTR Performance & Distribution Target 25 ETFThematic Income · A single stock0.99%30.61%−19.9%[…][…][…][…][…]$6M3.0

Rank among the four1st → 4thFee, 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 · MSST 2025 · BTCI 2024 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

PLTY

MSST

YieldMax MSTR Performance & Distribution Target 25 ETF · $6M[…]

$10,000 five years ago, dividends reinvested

PLTYMeasureMSST

−1.4%Year to dateJan 1 → Nov 9−19.9%

−1.8%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

1.07%Expense ratio$107 · $99 a year on $10k · lower is better0.99%

76.26%Trailing 12-mo yield$7,626 · $3,061 a year on $10k30.61%

−38.0%Worst dropSmaller is better[…]

51.3%VolatilityLower is calmer[…]

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

2–1PLTY 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 MSST: Top 5 Holdings

Today

PLTY

[…]in top 5

MSST

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

PLTY vs MSST Returns, Every Period

YieldMaxPLTY

−1.8%

past year

MSSTYieldMax

[…]

past year

PLTYMSSTFaded: behind in that period

1–0PLTY wins

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

PLTY vs BTCI

YTD

YieldMaxPLTY

−1.4%

BTCINEOS

−15.5%

−1.4%Year to date−15.5%

−38.0%Worst drop · 1Y−41.2%

51.3%Volatility · 1Y39.7%

76.3%Yield32.0%

$305MAssets$1.3B

3–1PLTY wins

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

Cost, Income and Risk

Fees: PLTY, MSST, BTCI, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

MSST0.99%$99

BTCI0.99%$99

PLTY1.07%$107

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

Yields: PLTY, MSST, BTCI, TDIV

76.26%highest, PLTY

FundTrailing yieldYield$10k

PLTY76.26%$7,626

BTCI31.99%$3,199

MSST30.61%$3,061

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

BTCI$3,199 − $99 = $3,100

MSST$3,061 − $99 = $2,962

TDIV$142 − $50 = $92

KeptFee

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

Overlap: PLTY, MSST, BTCI, TDIV

Today

0.0%most shared, BTCI and TDIV

PLTYMSSTBTCITDIV

PLTY—[…][…][…]

MSST[…]—[…][…]

BTCI[…][…]—0.0%

TDIV[…][…]0.0%—

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

Return vs Bumpiness: 4 ETFs

+15.5%TDIV, at 21.7% volatility

TDIVWorst drop−16.3%21.7% vol

BTCIWorst drop−41.2%39.7% vol

PLTYWorst drop−38.0%51.3% vol

MSSTWorst drop[…][…]

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

Paid More vs Made More

YTD

PLTYTDIV

−1.4%Year to date+16.3%

76.3%Yield1.4%

−1.8%Past year+15.5%

1.07%Fee0.50%

3–1TDIV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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