Compare · 2 funds side by side · dividends reinvested

PLTY and TDIV

PLTYYieldMax×TDIVFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,505TDIV · best of the two

02 / 04

PLTY 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%+12.6%+11.6%+27.4%+15.4%−16.3%21.5%$4.3B1.1

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%86.23%−9.2%−16.4%[…][…]−38.0%51.4%$339M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PLTY 2024 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$20,505

TDIV

PLTY

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

$10,000 five years ago, dividends reinvested

TDIVMeasurePLTY

+12.6%Year to dateJan 1 → Nov 5−9.2%

+11.6%1 yearTotal return−16.4%

+27.4%3 years · per year$10,000 became $20,674 · […][…]

+15.4%5 years · per year$10,000 became $20,505 · […][…]

0.50%Expense ratio$50 · $107 a year on $10k · lower is better1.07%

1.47%Trailing 12-mo yield$147 · $8,623 a year on $10k86.23%

−16.3%Worst dropSmaller is better−38.0%

21.5%VolatilityLower is calmer51.4%

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

5–1TDIV wins

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

More Ways to See the Pairs

TDIV vs PLTY: Top 5 Holdings

Today

TDIV

40.8%in top 5

PLTY

in top 5[…]

TDIVStockPLTY

9.6%TXNnot top 5

8.8%MSFTnot top 5

8.7%IBMnot top 5

7.0%AVGOnot top 5

6.7%ORCLnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

TDIV vs PLTY Returns, Every Period

First TrustTDIV

+11.6%

past year

PLTYYieldMax

−16.4%

past year

TDIVPLTYFaded: behind in that period

2–0TDIV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

TDIV vs PLTY

YTD

First TrustTDIV

+12.6%

PLTYYieldMax

−9.2%

+12.6%Year to date−9.2%

−16.3%Worst drop · 1Y−38.0%

21.5%Volatility · 1Y51.4%

1.5%Yield86.2%

$4.3BAssets$339M

3–1TDIV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PLTY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

PLTY1.07%$107

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PLTY, TDIV

86.23%highest, PLTY

FundTrailing yieldYield$10k

PLTY86.23%$8,623

TDIV1.47%$147

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8,516most kept, PLTY

PLTY$8,623 − $107 = $8,516

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PLTY, TDIV

Today

[…]holdings […]

PLTYTDIV

PLTY—[…]

TDIV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%TDIV, at 21.5% volatility

TDIVWorst drop−16.3%21.5% vol

PLTYWorst drop−38.0%51.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PLTYTDIV

−9.2%Year to date+12.6%

86.2%Yield1.5%

−16.4%Past year+11.6%

1.07%Fee0.50%

3–1TDIV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026