Compare · 4 funds side by side · dividends reinvested

PLTY, MST, MSTY and TDIV

PLTYYieldMax×MSTDefiance×MSTYYieldMax×TDIVFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,484TDIV · best of the four

02 / 04

PLTY, MST, MSTY and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.47%+12.5%+9.9%+26.9%+15.4%−16.3%21.5%$4.1B1.4

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%79.88%−5.9%−12.2%[…][…]−38.0%51.5%$305M2.3

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%141.47%−14.7%−44.1%[…][…]−62.3%70.0%$947M2.7

Leveraged Long + Income MSTR ETFThematic Income · A single stock2.02%233.16%−62.6%−86.6%[…][…]−92.2%144.9%$20M3.5

Rank among the four1st → 4thFee, 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 · MST 2025 · MSTY 2024 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

PLTY

MST

Leveraged Long + Income MSTR ETF · $20M[…]

$10,000 five years ago, dividends reinvested

PLTYMeasureMST

−5.9%Year to dateJan 1 → Nov 6−62.6%

−12.2%1 yearTotal return−86.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.07%Expense ratio$107 · $202 a year on $10k · lower is better2.02%

79.88%Trailing 12-mo yield$7,988 · $23,316 a year on $10k233.16%

−38.0%Worst dropSmaller is better−92.2%

51.5%VolatilityLower is calmer144.9%

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

5–1PLTY 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 MST: Top 5 Holdings

Today

PLTY

[…]in top 5

MST

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

PLTY vs MST Returns, Every Period

YieldMaxPLTY

−12.2%

past year

MSTDefiance

−86.6%

past year

PLTYMSTFaded: behind in that period

2–0PLTY wins

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

PLTY vs MST

YTD

YieldMaxPLTY

−5.9%

MSTDefiance

−62.6%

−5.9%Year to date−62.6%

−38.0%Worst drop · 1Y−92.2%

51.5%Volatility · 1Y144.9%

79.9%Yield233.2%

$305MAssets$19.7M

3–1PLTY wins

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

Cost, Income and Risk

Fees: PLTY, MST, MSTY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

MSTY1.03%$103

PLTY1.07%$107

MST2.02%$202

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

Yields: PLTY, MST, MSTY, TDIV

233.16%highest, MST

FundTrailing yieldYield$10k

MST233.16%$23,316

MSTY141.47%$14,147

PLTY79.88%$7,988

TDIV1.47%$147

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

Income After Fees on $10,000

$23,114most kept, MST

MST$23,316 − $202 = $23,114

MSTY$14,147 − $103 = $14,044

PLTY$7,988 − $107 = $7,881

TDIV$147 − $50 = $97

KeptFee

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

Overlap: PLTY, MST, MSTY, TDIV

Today

[…]holdings […]

PLTYMSTMSTYTDIV

PLTY—[…][…][…]

MST[…]—[…][…]

MSTY[…][…]—[…]

TDIV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.9%TDIV, at 21.5% volatility

TDIVWorst drop−16.3%21.5% vol

PLTYWorst drop−38.0%51.5% vol

MSTYWorst drop−62.3%70.0% vol

MSTWorst drop−92.2%144.9% vol

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

Paid More vs Made More

YTD

MSTTDIV

−62.6%Year to date+12.5%

233.2%Yield1.5%

−86.6%Past year+9.9%

2.02%Fee0.50%

3–1TDIV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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