Compare · 3 funds side by side · dividends reinvested

TDIV, IVV and MSTY

TDIVFirst Trust×IVViShares×MSTYYieldMax×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,049TDIV · best of the three

02 / 04

TDIV, IVV 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%+16.3%+15.5%+27.4%+16.1%−16.3%21.7%$4.1B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%143.74%−16.0%−41.2%[…][…]−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 9, 2026 · returns include dividends · since: TDIV 2012 · IVV 2000 · MSTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Technology Dividend Index Fund · $4.1B$21,049

TDIV

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 13.2% in common

TDIVMeasureIVV

+16.3%Year to dateJan 1 → Nov 9+11.3%

+15.5%1 yearTotal return+13.6%

+27.4%3 years · per year$10,000 became $20,679 · $18,159+22.0%

+16.1%5 years · per year$10,000 became $21,049 · $17,545+11.9%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

1.42%Trailing 12-mo yield$142 · $111 a year on $10k1.11%

−16.3%Worst dropSmaller is better−8.9%

21.7%VolatilityLower is calmer13.8%

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

5–3TDIV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TDIV vs IVV: Top 5 Holdings

Today

TDIV

40.3%in top 5

IVV

in top 527.8%

TDIVStockIVV

9.1%TXNnot top 5

8.9%IBMnot top 5

8.9%MSFT6.2%

not top 5AAPL7.9%

not top 5NVDA7.1%

6.8%AVGOnot top 5

6.6%ORCLnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common13.2%

End-of-day Nov 9, 2026 · share of each fund

TDIV vs IVV Returns, Every Period

First TrustTDIV

+16.1%

5 years, per year

IVViShares

+11.9%

5 years, per year

TDIVIVVFaded: behind in that period

4–0TDIV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

TDIV vs MSTY

YTD

First TrustTDIV

+16.3%

MSTYYieldMax

−16.0%

+16.3%Year to date−16.0%

−16.3%Worst drop · 1Y−60.3%

21.7%Volatility · 1Y69.8%

1.4%Yield143.7%

$4.1BAssets$947M

3–1TDIV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TDIV, IVV, MSTY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

TDIV0.50%$50

MSTY1.03%$103

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TDIV, IVV, MSTY

143.74%highest, MSTY

FundTrailing yieldYield$10k

MSTY143.74%$14,374

TDIV1.42%$142

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$14,271most kept, MSTY

MSTY$14,374 − $103 = $14,271

IVV$111 − $3 = $108

TDIV$142 − $50 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TDIV, IVV, MSTY

Today

13.2%most shared, TDIV and IVV

TDIVIVVMSTY

TDIV—13.2%[…]

IVV13.2%—[…]

MSTY[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.5%TDIV, at 21.7% volatility

IVVWorst drop−8.9%13.8% vol

TDIVWorst drop−16.3%21.7% vol

MSTYWorst drop−60.3%69.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MSTYTDIV

−16.0%Year to date+16.3%

143.7%Yield1.4%

−41.2%Past year+15.5%

1.03%Fee0.50%

3–1TDIV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026