Compare · 4 funds side by side · dividends reinvested

PLTY, MSST, MSTY and TDIV

PLTYYieldMax×MSSTYieldMax×MSTYYieldMax×TDIVFirst Trust×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,024TDIV · best of the four

Story of the four · IncomeMost incomeMSTY · 160.14% · $16,014 a year on $10k

Story of the four · RiskSmallest drop

PLTY, MSST, MSTY and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.39%+19.1%+18.4%+27.6%+16.0%−16.3%21.7%$4.4B1.4

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%77.27%−0.7%−8.1%[…][…]−37.8%50.9%$324M2.3

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%160.14%−23.1%−45.0%[…][…]−58.9%70.0%$907M2.7

YieldMax MSTR Performance & Distribution Target 25 ETFThematic Income · A single stock0.99%34.33%−27.1%[…][…][…][…][…]$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 12, 2026 · returns include dividends · since: PLTY 2024 · MSST 2025 · MSTY 2024 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax PLTR Option Income Strategy ETF · $324M[…]

PLTY

More Ways to See the Pairs

PLTY vs TDIV: Top 5 Holdings

Today

PLTY

[…]in top 5

TDIV

in top 541.1%

PLTYStockTDIV

not top 5TXN9.6%

not top 5IBM8.6%

not top 5MSFT8.3%

not top 5AVGO7.6%

not top 5ORCL7.0%

Cost, Income and Risk

Fees: PLTY, MSST, MSTY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

MSST0.99%$99

MSTY1.03%$103

PLTY1.07%$107

End-of-day Nov 12, 2026 · fee on $10,000 a year

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.4B$21,024

$10,000 five years ago, dividends reinvested

PLTYMeasureTDIV

−0.7%Year to dateJan 1 → Nov 12+19.1%

−8.1%1 yearTotal return+18.4%

[…]3 years · per year$10,000 became […] · $20,775+27.6%

[…]5 years · per year$10,000 became […] · $21,024+16.0%

1.07%Expense ratio$107 · $50 a year on $10k · lower is better0.50%

77.27%Trailing 12-mo yield$7,727 · $139 a year on $10k1.39%

−37.8%Worst dropSmaller is better−16.3%

50.9%VolatilityLower is calmer21.7%

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

1–5TDIV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

PLTY vs TDIV Returns, Every Period

1Y

YieldMaxPLTY

−8.1%

past year

TDIVFirst Trust

+18.4%

past year

PLTYTDIVFaded: behind in that period

0–2TDIV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

PLTY vs MSTY

YTD

YieldMaxPLTY

−0.7%

MSTYYieldMax

−23.1%

−0.7%Year to date−23.1%

−37.8%Worst drop · 1Y−58.9%

50.9%Volatility · 1Y70.0%

77.3%Yield160.1%

$324MAssets$907M

3–1PLTY wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: PLTY, MSST, MSTY, TDIV

1Y

160.14%highest, MSTY

FundTrailing yieldYield$10k

MSTY160.14%$16,014

PLTY77.27%$7,727

MSST34.33%$3,433

TDIV1.39%$139

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

Income After Fees on $10,000

1Y

$15,911most kept, MSTY

MSTY$16,014 − $103 = $15,911

PLTY$7,727 − $107 = $7,620

MSST$3,433 − $99 = $3,334

TDIV$139 − $50 = $89

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PLTY, MSST, MSTY, TDIV

Today

[…]holdings […]

PLTYMSSTMSTYTDIV

PLTY—[…][…][…]

MSST[…]—[…][…]

MSTY[…][…]—[…]

TDIV[…][…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+18.4%TDIV, at 21.7% volatility

TDIVWorst drop−16.3%21.7% vol

PLTYWorst drop−37.8%50.9% vol

MSTYWorst drop−58.9%70.0% vol

MSSTWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYTDIV

−23.1%Year to date+19.1%

160.1%Yield1.4%

−45.0%Past year+18.4%

1.03%Fee0.50%

3–1TDIV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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PLTY, MSST, MSTY and TDIV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four