Compare · 3 funds side by side · dividends reinvested

PLTY, PLIB and TDIV

PLTYYieldMax×PLIBDirexion×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, PLIB 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%$339M2.0

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFThematic Income · A single stock0.99%14.91%[…][…][…][…][…][…]$3M2.0

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 · PLIB 2026 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

PLTY

PLIB

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETF · $3M[…]

$10,000 five years ago, dividends reinvested

PLTYMeasurePLIB

+0.7%Year to dateJan 1 → Nov 4[…]

−12.7%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%

77.25%Trailing 12-mo yield$7,725 · $1,491 a year on $10k14.91%

−41.4%Worst dropSmaller is better[…]

50.7%VolatilityLower is calmer[…]

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

1–1Level

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 PLIB: Top 5 Holdings

Today

PLTY

[…]in top 5

PLIB

in top 53.4%

PLTYStockPLIB

not top 5PLTR3.4%

Held in common[…]

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

PLTY vs PLIB Returns, Every Period

YieldMaxPLTY

−12.7%

past year

PLIBDirexion

[…]

past year

Returns […]

PLTYPLIBFaded: behind in that period

0–0Level

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

PLTY vs PLIB

YTD

YieldMaxPLTY

+0.7%

PLIBDirexion

[…]

+0.7%Year to date[…]

−41.4%Worst drop · 1Y[…]

50.7%Volatility · 1Y[…]

77.2%Yield14.9%

$339MAssets$2.8M

1–0PLTY wins

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

Cost, Income and Risk

Fees: PLTY, PLIB, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

PLIB0.99%$99

PLTY1.07%$107

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

Yields: PLTY, PLIB, TDIV

77.25%highest, PLTY

FundTrailing yieldYield$10k

PLTY77.25%$7,725

PLIB14.91%$1,491

TDIV1.38%$138

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

Income After Fees on $10,000

$7,618most kept, PLTY

PLTY$7,725 − $107 = $7,618

PLIB$1,491 − $99 = $1,392

TDIV$138 − $50 = $88

KeptFee

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

Overlap: PLTY, PLIB, TDIV

Today

0.0%most shared, PLIB and TDIV

PLTYPLIBTDIV

PLTY—[…][…]

PLIB[…]—0.0%

TDIV[…]0.0%—

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

PLIBWorst drop[…][…]

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

Paid More vs Made More

YTD

PLTYTDIV

+0.7%Year to date+19.6%

77.2%Yield1.4%

−12.7%Past year+15.8%

1.07%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