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%31.61%−14.5%−26.5%[…][…]−41.2%39.8%$1.3B1.7

YieldMax Target 12 Semiconductor Option Income ETFThematic Income · A basket1.06%13.95%+28.4%+28.5%[…][…]−38.6%45.3%$54M2.0

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.23%−15.8%−27.8%[…][…]−42.6%41.9%$20M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SOXY 2024 · DFII 2025 · BTCI 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

DFII

SOXY

YieldMax Target 12 Semiconductor Option Income ETF · $54M[…]

$10,000 five years ago, dividends reinvested

DFIIMeasureSOXY

−15.8%Year to dateJan 1 → Nov 6+28.4%

−27.8%1 yearTotal return+28.5%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.85%Expense ratio$85 · $106 a year on $10k · lower is better1.06%

20.23%Trailing 12-mo yield$2,023 · $1,395 a year on $10k13.95%

−42.6%Worst dropSmaller is better−38.6%

41.9%VolatilityLower is calmer45.3%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFII vs SOXY: Top 5 Holdings

Today

DFII

[…]in top 5

SOXY

in top 527.4%

DFIIStockSOXY

not top 5NVDA7.2%

not top 5AMD5.8%

not top 5ASML5.1%

not top 5AVGO4.8%

not top 5TXN4.5%

Held in common[…]

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

DFII vs SOXY Returns, Every Period

1Y

First TrustDFII

−27.8%

past year

SOXYYieldMax

+28.5%

past year

DFIISOXYFaded: behind in that period

0–2SOXY wins

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

DFII vs BTCI

YTD

First TrustDFII

−15.8%

BTCINEOS

−14.5%

−15.8%Year to date−14.5%

−42.6%Worst drop · 1Y−41.2%

41.9%Volatility · 1Y39.8%

20.2%Yield31.6%

$19.7MAssets$1.3B

4–0BTCI wins

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

Yields: SOXY, DFII, BTCI

1Y

31.61%highest, BTCI

FundTrailing yieldYield$10k

BTCI31.61%$3,161

DFII20.23%$2,023

SOXY13.95%$1,395

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

Income After Fees on $10,000

1Y

$3,062most kept, BTCI

BTCI$3,161 − $99 = $3,062

DFII$2,023 − $85 = $1,938

SOXY$1,395 − $106 = $1,289

KeptFee

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

Return vs Bumpiness: 3 ETFs

1Y

+28.5%SOXY, at 45.3% volatility

BTCIWorst drop−41.2%39.8% vol

DFIIWorst drop−42.6%41.9% vol

SOXYWorst drop−38.6%45.3% vol

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

Paid More vs Made More

YTD

BTCISOXY

−14.5%Year to date+28.4%

31.6%Yield13.9%

−26.5%Past year+28.5%

0.99%Fee1.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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