Compare · 3 funds side by side · dividends reinvested

TDIV, DFII and MSTY

TDIVFirst Trust×DFIIFirst Trust×MSTYYieldMax×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,969TDIV · best of the three

Story of the three · IncomeMost incomeMSTY · 149.36% · $14,936 a year on $10k

Story of the three · RiskSmallest drop

TDIV, DFII and MSTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.42%+16.7%+16.9%+26.8%+16.0%−16.3%21.6%$4.1B1.3

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.86%−18.3%−29.8%[…][…]−42.6%41.8%$20M2.0

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%149.36%−19.2%−44.1%[…][…]−60.3%69.8%$947M2.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: TDIV 2012 · DFII 2025 · MSTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFII

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.1B$20,969

$10,000 five years ago, dividends reinvested

DFII

More Ways to See the Pairs

DFII vs TDIV: Top 5 Holdings

Today

DFII

[…]in top 5

TDIV

in top 540.7%

DFIIStockTDIV

not top 5TXN9.4%

not top 5MSFT8.9%

not top 5IBM8.7%

not top 5AVGO7.1%

not top 5ORCL6.6%

Cost, Income and Risk

Fees: TDIV, DFII, MSTY

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

DFII0.85%$85

MSTY1.03%$103

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

TDIV

−18.3%Year to dateJan 1 → Nov 10+16.7%

−29.8%1 yearTotal return+16.9%

[…]3 years · per year$10,000 became […] · $20,400+26.8%

[…]5 years · per year$10,000 became […] · $20,969+16.0%

0.85%Expense ratio$85 · $50 a year on $10k · lower is better0.50%

20.86%Trailing 12-mo yield$2,086 · $142 a year on $10k1.42%

−42.6%Worst dropSmaller is better−16.3%

41.8%VolatilityLower is calmer21.6%

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

1–5TDIV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

DFII vs TDIV Returns, Every Period

1Y

First TrustDFII

−29.8%

past year

TDIVFirst Trust

+16.9%

past year

DFIITDIVFaded: behind in that period

0–2TDIV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFII vs MSTY

YTD

First TrustDFII

−18.3%

MSTYYieldMax

−19.2%

−18.3%Year to date−19.2%

−42.6%Worst drop · 1Y−60.3%

41.8%Volatility · 1Y69.8%

20.9%Yield149.4%

$19.7MAssets$947M

3–1DFII wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: TDIV, DFII, MSTY

1Y

149.36%highest, MSTY

FundTrailing yieldYield$10k

MSTY149.36%$14,936

DFII20.86%$2,086

TDIV1.42%$142

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$14,833most kept, MSTY

MSTY$14,936 − $103 = $14,833

DFII$2,086 − $85 = $2,001

TDIV$142 − $50 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: TDIV, DFII, MSTY

Today

[…]holdings […]

TDIVDFIIMSTY

TDIV—[…][…]

DFII[…]—[…]

MSTY[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.9%TDIV, at 21.6% volatility

TDIVWorst drop−16.3%21.6% vol

DFIIWorst drop−42.6%41.8% vol

MSTYWorst drop−60.3%69.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYTDIV

−19.2%Year to date+16.7%

149.4%Yield1.4%

−44.1%Past year+16.9%

1.03%Fee0.50%

3–1TDIV wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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TDIV, DFII and MSTY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: TDIV, DFII, MSTY