Compare · 2 funds side by side · dividends reinvested

ROBT and TDIV

ROBTFirst Trust×TDIVFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,993TDIV · best of the two

02 / 04

ROBT 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%$4.3B1.0

First Trust Nasdaq Artificial Intelligence and Robotics ETFThematic · AI & semis0.65%0.02%+7.0%−0.8%+15.1%+0.6%−20.8%25.4%$717M2.0

Rank among the two1st → 2ndFee, 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: ROBT 2018 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Artificial Intelligence and Robotics ETF · $717M$10,299

ROBT

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,993

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

ROBTMeasureTDIV

+7.0%Year to dateJan 1 → Nov 4+19.6%

−0.8%1 yearTotal return+15.8%

+15.1%3 years · per year$10,000 became $15,250 · $22,150+30.4%

+0.6%5 years · per year$10,000 became $10,299 · $21,993+17.1%

0.65%Expense ratio$65 · $50 a year on $10k · lower is better0.50%

0.02%Trailing 12-mo yield$2 · $138 a year on $10k1.38%

−20.8%Worst dropSmaller is better−16.3%

25.4%VolatilityLower is calmer20.8%

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

0–8TDIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROBT vs TDIV: Top 5 Holdings

Today

ROBT

10.0%in top 5

TDIV

in top 540.7%

ROBTStockTDIV

not top 5TXN9.7%

not top 5IBM8.6%

not top 5MSFT8.3%

not top 5AVGO7.3%

not top 5ORCL6.8%

2.2%OCDO.Lnot top 5

2.1%TEMnot top 5

2.0%ISRGnot top 5

1.9%APPNnot top 5

1.9%ILMNnot top 5

Held in common9.1%

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

ROBT vs TDIV Returns, Every Period

First TrustROBT

+0.6%

5 years, per year

TDIVFirst Trust

+17.1%

5 years, per year

ROBTTDIVFaded: behind in that period

0–4TDIV wins

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

Thematic vs Income: ROBT vs TDIV

YTD

First TrustROBT

+7.0%

TDIVFirst Trust

+19.6%

+7.0%Year to date+19.6%

−20.8%Worst drop · 1Y−16.3%

25.4%Volatility · 1Y20.8%

0.0%Yield1.4%

$717MAssets$4.3B

4–0TDIV wins

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

Cost, Income and Risk

Fees: ROBT, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

ROBT0.65%$65

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

Yields: ROBT, TDIV

1.38%highest, TDIV

FundTrailing yieldYield$10k

TDIV1.38%$138

ROBT0.02%$2

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

Income After Fees on $10,000

$88most kept, TDIV

TDIV$138 − $50 = $88

ROBT$2 − $65 = −$63

KeptFee

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

Overlap: ROBT, TDIV

Today

9.1%most shared, ROBT and TDIV

ROBTTDIV

ROBT—9.1%

TDIV9.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.8%TDIV, at 20.8% volatility

TDIVWorst drop−16.3%20.8% vol

ROBTWorst drop−20.8%25.4% vol

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

Paid More vs Made More

YTD

TDIVROBT

+19.6%Year to date+7.0%

1.4%Yield0.0%

+15.8%Past year−0.8%

0.50%Fee0.65%

4–0TDIV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026