Compare · 3 funds side by side · dividends reinvested

SOXY, TDIV and VOO

SOXYYieldMax×TDIVFirst Trust×VOOVanguard×

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

02 / 04

SOXY, TDIV and VOO, 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%$4.3B1.8

YieldMax Target 12 Semiconductor Option Income ETFThematic Income · A basket1.06%13.54%+40.8%+38.8%[…][…]−30.4%43.6%$60M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.0

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: SOXY 2024 · TDIV 2012 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Target 12 Semiconductor Option Income ETF · $60M[…]

SOXY

TDIV

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

$10,000 five years ago, dividends reinvested · they hold 24.3% in common

SOXYMeasureTDIV

+40.8%Year to dateJan 1 → Nov 4+19.6%

+38.8%1 yearTotal return+15.8%

[…]3 years · per year$10,000 became […] · $22,150+30.4%

[…]5 years · per year$10,000 became […] · $21,993+17.1%

1.06%Expense ratio$106 · $50 a year on $10k · lower is better0.50%

13.54%Trailing 12-mo yield$1,354 · $138 a year on $10k1.38%

−30.4%Worst dropSmaller is better−16.3%

43.6%VolatilityLower is calmer20.8%

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

3–3Level

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

More Ways to See the Pairs

SOXY vs TDIV: Top 5 Holdings

Today

SOXY

27.3%in top 5

TDIV

in top 540.7%

SOXYStockTDIV

not top 5TXN9.7%

not top 5IBM8.6%

not top 5MSFT8.3%

4.6%AVGO7.3%

6.9%NVDAnot top 5

not top 5ORCL6.8%

5.9%AMDnot top 5

5.0%ASMLnot top 5

4.9%MUnot top 5

Held in common24.3%

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

SOXY vs TDIV Returns, Every Period

YieldMaxSOXY

+38.8%

past year

TDIVFirst Trust

+15.8%

past year

SOXYTDIVFaded: behind in that period

2–0SOXY wins

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

SOXY vs TDIV

YTD

YieldMaxSOXY

+40.8%

TDIVFirst Trust

+19.6%

+40.8%Year to date+19.6%

−30.4%Worst drop · 1Y−16.3%

43.6%Volatility · 1Y20.8%

13.5%Yield1.4%

$59.9MAssets$4.3B

2–2level

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

Cost, Income and Risk

Fees: SOXY, TDIV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

TDIV0.50%$50

SOXY1.06%$106

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

Yields: SOXY, TDIV, VOO

13.54%highest, SOXY

FundTrailing yieldYield$10k

SOXY13.54%$1,354

TDIV1.38%$138

VOO1.05%$105

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

Income After Fees on $10,000

$1,248most kept, SOXY

SOXY$1,354 − $106 = $1,248

VOO$105 − $3 = $102

TDIV$138 − $50 = $88

KeptFee

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

Overlap: SOXY, TDIV, VOO

Today

24.3%most shared, SOXY and TDIV

SOXYTDIVVOO

SOXY—24.3%17.2%

TDIV24.3%—13.3%

VOO17.2%13.3%—

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

Return vs Bumpiness: 3 ETFs

+38.8%SOXY, at 43.6% volatility

VOOWorst drop−8.9%12.8% vol

TDIVWorst drop−16.3%20.8% vol

SOXYWorst drop−30.4%43.6% vol

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

Paid More vs Made More

YTD

SOXYTDIV

+40.8%Year to date+19.6%

13.5%Yield1.4%

+38.8%Past year+15.8%

1.06%Fee0.50%

3–1SOXY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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