Compare · 3 funds side by side · dividends reinvested

TDIV, BTCI and MSTY

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

02 / 04

TDIV, BTCI and MSTY, 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%$4.4B1.3

NEOS Bitcoin High Income ETFThematic Income · A basket0.99%31.51%−14.2%−24.1%[…][…]−41.2%39.9%$1.4B2.0

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%148.48%−14.9%−42.4%[…][…]−62.3%70.1%$1.0B2.7

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: TDIV 2012 · BTCI 2024 · MSTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Technology Dividend Index Fund · $4.4B$20,505

TDIV

BTCI

NEOS Bitcoin High Income ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TDIVMeasureBTCI

+12.6%Year to dateJan 1 → Nov 5−14.2%

+11.6%1 yearTotal return−24.1%

+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 · $99 a year on $10k · lower is better0.99%

1.47%Trailing 12-mo yield$147 · $3,151 a year on $10k31.51%

−16.3%Worst dropSmaller is better−41.2%

21.5%VolatilityLower is calmer39.9%

TDIVBTCI 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 BTCI: Top 5 Holdings

Today

TDIV

40.8%in top 5

BTCI

in top 5104.7%

TDIVStockBTCI

not top 5912797WR82.3%

not top 5IBIT17.2%

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

not top 5CASH&OTH3.4%

not top 5HODL1.8%

Held in common0.0%

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

TDIV vs BTCI Returns, Every Period

First TrustTDIV

+11.6%

past year

BTCINEOS

−24.1%

past year

TDIVBTCIFaded: behind in that period

2–0TDIV wins

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

TDIV vs MSTY

YTD

First TrustTDIV

+12.6%

MSTYYieldMax

−14.9%

+12.6%Year to date−14.9%

−16.3%Worst drop · 1Y−62.3%

21.5%Volatility · 1Y70.1%

1.5%Yield148.5%

$4.4BAssets$1.0B

3–1TDIV wins

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

Cost, Income and Risk

Fees: TDIV, BTCI, MSTY

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

BTCI0.99%$99

MSTY1.03%$103

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

Yields: TDIV, BTCI, MSTY

148.48%highest, MSTY

FundTrailing yieldYield$10k

MSTY148.48%$14,848

BTCI31.51%$3,151

TDIV1.47%$147

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

Income After Fees on $10,000

$14,745most kept, MSTY

MSTY$14,848 − $103 = $14,745

BTCI$3,151 − $99 = $3,052

TDIV$147 − $50 = $97

KeptFee

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

Overlap: TDIV, BTCI, MSTY

Today

0.0%most shared, TDIV and BTCI

TDIVBTCIMSTY

TDIV—0.0%[…]

BTCI0.0%—[…]

MSTY[…][…]—

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

Return vs Bumpiness: 3 ETFs

+11.6%TDIV, at 21.5% volatility

TDIVWorst drop−16.3%21.5% vol

BTCIWorst drop−41.2%39.9% vol

MSTYWorst drop−62.3%70.1% vol

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

Paid More vs Made More

YTD

MSTYTDIV

−14.9%Year to date+12.6%

148.5%Yield1.5%

−42.4%Past year+11.6%

1.03%Fee0.50%

3–1TDIV wins

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