Compare SOXY, DFII and BTCI

SOXY, DFII and BTCI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%31.51%−14.2%−24.1%[…][…]−41.2%39.9%$1.4B1.7

YieldMax Target 12 Semiconductor Option Income ETFThematic Income · A basket1.06%14.41%+24.3%+26.7%[…][…]−38.6%45.3%$59M2.0

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.15%−15.5%−25.0%[…][…]−42.6%42.1%$21M2.3

Rank among the three1st → 3rdFee, 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: SOXY 2024 · DFII 2025 · BTCI 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax Target 12 Semiconductor Option Income ETF · $59M[…]

SOXY

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $21M[…]

$10,000 five years ago, dividends reinvested

SOXYMeasureDFII

+24.3%Year to dateJan 1 → Nov 5−15.5%

+26.7%1 yearTotal return−25.0%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.06%Expense ratio$106 · $85 a year on $10k · lower is better0.85%

14.41%Trailing 12-mo yield$1,441 · $2,015 a year on $10k20.15%

−38.6%Worst dropSmaller is better−42.6%

45.3%VolatilityLower is calmer42.1%

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

3–3Level

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

More Ways to See the Pairs

SOXY vs DFII: Top 5 Holdings

Today

SOXY

27.4%in top 5

DFII

in top 5[…]

SOXYStockDFII

6.9%NVDAnot top 5

6.1%AMDnot top 5

5.0%ASMLnot top 5

4.7%AVGOnot top 5

4.7%MUnot top 5

Held in common[…]

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

SOXY vs DFII Returns, Every Period

1Y

YieldMaxSOXY

+26.7%

past year

DFIIFirst Trust

−25.0%

past year

SOXYDFIIFaded: behind in that period

2–0SOXY wins

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

SOXY vs BTCI

YTD

YieldMaxSOXY

+24.3%

BTCINEOS

−14.2%

+24.3%Year to date−14.2%

−38.6%Worst drop · 1Y−41.2%

45.3%Volatility · 1Y39.9%

14.4%Yield31.5%

$58.9MAssets$1.4B

2–2level

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

Cost, Income and Risk

Fees: SOXY, DFII, BTCI

Today

0.85%lowest, DFII

FundExpense ratioFee$10k

DFII0.85%$85

BTCI0.99%$99

SOXY1.06%$106

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

Yields: SOXY, DFII, BTCI

1Y

31.51%highest, BTCI

FundTrailing yieldYield$10k

BTCI31.51%$3,151

DFII20.15%$2,015

SOXY14.41%$1,441

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

Income After Fees on $10,000

1Y

$3,052most kept, BTCI

BTCI$3,151 − $99 = $3,052

DFII$2,015 − $85 = $1,930

SOXY$1,441 − $106 = $1,335

KeptFee

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

Overlap: SOXY, DFII, BTCI

Today

0.0%most shared, SOXY and BTCI

SOXYDFIIBTCI

SOXY—[…]0.0%

DFII[…]—[…]

BTCI0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+26.7%SOXY, at 45.3% volatility

BTCIWorst drop−41.2%39.9% vol

DFIIWorst drop−42.6%42.1% vol

SOXYWorst drop−38.6%45.3% vol

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

Paid More vs Made More

YTD

BTCISOXY

−14.2%Year to date+24.3%

31.5%Yield14.4%

−24.1%Past year+26.7%

0.99%Fee1.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026