Compare · 2 funds side by side · dividends reinvested

TDIV and PLIB

TDIVFirst Trust×PLIBDirexion×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,484TDIV · best of the two

02 / 03

TDIV and PLIB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.47%+12.5%+9.9%+26.9%+15.4%−16.3%21.5%$4.1B1.1

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFThematic Income · A single stock0.99%15.97%[…][…][…][…][…][…]$2M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: TDIV 2012 · PLIB 2026

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Technology Dividend Index Fund · $4.1B$20,484

TDIV

PLIB

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETF · $2M[…]

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

TDIVMeasurePLIB

+12.5%Year to dateJan 1 → Nov 6[…]

+9.9%1 yearTotal return[…]

+26.9%3 years · per year$10,000 became $20,418 · […][…]

+15.4%5 years · per year$10,000 became $20,484 · […][…]

0.50%Expense ratio$50 · $99 a year on $10k · lower is better0.99%

1.47%Trailing 12-mo yield$147 · $1,597 a year on $10k15.97%

−16.3%Worst dropSmaller is better[…]

21.5%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TDIV vs PLIB: Top 5 Holdings

Today

TDIV

40.4%in top 5

PLIB

in top 53.1%

TDIVStockPLIB

9.1%TXNnot top 5

9.0%IBMnot top 5

9.0%MSFTnot top 5

6.7%AVGOnot top 5

6.6%ORCLnot top 5

not top 5PLTR3.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

TDIV vs PLIB Returns, Every Period

First TrustTDIV

+9.9%

past year

PLIBDirexion

[…]

past year

Returns […]

TDIVPLIBFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

TDIV vs PLIB

YTD

First TrustTDIV

+12.5%

PLIBDirexion

[…]

+12.5%Year to date[…]

−16.3%Worst drop · 1Y[…]

21.5%Volatility · 1Y[…]

1.5%Yield16.0%

$4.1BAssets$2.4M

1–0PLIB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TDIV, PLIB

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

PLIB0.99%$99

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TDIV, PLIB

15.97%highest, PLIB

FundTrailing yieldYield$10k

PLIB15.97%$1,597

TDIV1.47%$147

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,498most kept, PLIB

PLIB$1,597 − $99 = $1,498

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TDIV, PLIB

Today

0.0%most shared, TDIV and PLIB

TDIVPLIB

TDIV—0.0%

PLIB0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%TDIV, at 21.5% volatility

TDIVWorst drop−16.3%21.5% vol

PLIBWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PLIBTDIV

[…]Year to date+12.5%

16.0%Yield1.5%

[…]Past year+9.9%

0.99%Fee0.50%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026