Compare · 2 funds side by side · dividends reinvested

TDIV and CHPY

TDIVFirst Trust×CHPYYieldMax×

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

02 / 04

TDIV and CHPY, 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%$4.3B1.4

YieldMax Semiconductor Portfolio Option Income ETFThematic Income · A basket1.03%51.98%+38.2%+38.3%[…][…]−29.6%41.7%$1.3B1.5

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: TDIV 2012 · CHPY 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

TDIV

CHPY

YieldMax Semiconductor Portfolio Option Income ETF · $1.3B[…]

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

TDIVMeasureCHPY

+19.6%Year to dateJan 1 → Nov 4+38.2%

+15.8%1 yearTotal return+38.3%

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

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

0.50%Expense ratio$50 · $103 a year on $10k · lower is better1.03%

1.38%Trailing 12-mo yield$138 · $5,198 a year on $10k51.98%

−16.3%Worst dropSmaller is better−29.6%

20.8%VolatilityLower is calmer41.7%

TDIVCHPY 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

TDIV vs CHPY: Top 5 Holdings

Today

TDIV

40.7%in top 5

CHPY

in top 528.0%

TDIVStockCHPY

9.7%TXNnot top 5

8.6%IBMnot top 5

8.3%MSFTnot top 5

7.3%AVGO5.5%

not top 5NVDA6.9%

6.8%ORCLnot top 5

not top 5AMD6.0%

not top 5MU4.9%

not top 5ASX4.6%

Held in common24.3%

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

TDIV vs CHPY Returns, Every Period

First TrustTDIV

+15.8%

past year

CHPYYieldMax

+38.3%

past year

TDIVCHPYFaded: behind in that period

0–2CHPY wins

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

TDIV vs CHPY

YTD

First TrustTDIV

+19.6%

CHPYYieldMax

+38.2%

+19.6%Year to date+38.2%

−16.3%Worst drop · 1Y−29.6%

20.8%Volatility · 1Y41.7%

1.4%Yield52.0%

$4.3BAssets$1.3B

2–2level

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

Cost, Income and Risk

Fees: TDIV, CHPY

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

CHPY1.03%$103

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

Yields: TDIV, CHPY

51.98%highest, CHPY

FundTrailing yieldYield$10k

CHPY51.98%$5,198

TDIV1.38%$138

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

Income After Fees on $10,000

$5,095most kept, CHPY

CHPY$5,198 − $103 = $5,095

TDIV$138 − $50 = $88

KeptFee

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

Overlap: TDIV, CHPY

Today

24.3%most shared, TDIV and CHPY

TDIVCHPY

TDIV—24.3%

CHPY24.3%—

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

Return vs Bumpiness: 2 ETFs

+38.3%CHPY, at 41.7% volatility

TDIVWorst drop−16.3%20.8% vol

CHPYWorst drop−29.6%41.7% vol

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

Paid More vs Made More

YTD

CHPYTDIV

+38.2%Year to date+19.6%

52.0%Yield1.4%

+38.3%Past year+15.8%

1.03%Fee0.50%

3–1CHPY 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026