Compare · 3 funds side by side · dividends reinvested

TDIV, PLTY and MSTY

TDIVFirst Trust×PLTYYieldMax×MSTYYieldMax×

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

02 / 04

TDIV, PLTY 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%+12.5%+9.9%+26.9%+15.4%−16.3%21.5%$4.4B1.3

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%79.88%−5.9%−12.2%[…][…]−38.0%51.5%$333M2.2

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%141.47%−14.7%−44.1%[…][…]−62.3%70.0%$1.0B2.5

Rank among the three1st → 3rdFee, 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 · PLTY 2024 · MSTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Technology Dividend Index Fund · $4.4B$20,484

TDIV

PLTY

YieldMax PLTR Option Income Strategy ETF · $333M[…]

$10,000 five years ago, dividends reinvested

TDIVMeasurePLTY

+12.5%Year to dateJan 1 → Nov 6−5.9%

+9.9%1 yearTotal return−12.2%

+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 · $107 a year on $10k · lower is better1.07%

1.47%Trailing 12-mo yield$147 · $7,988 a year on $10k79.88%

−16.3%Worst dropSmaller is better−38.0%

21.5%VolatilityLower is calmer51.5%

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

5–1TDIV wins

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 PLTY: Top 5 Holdings

Today

TDIV

40.4%in top 5

PLTY

in top 5[…]

TDIVStockPLTY

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

Held in common[…]

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

TDIV vs PLTY Returns, Every Period

First TrustTDIV

+9.9%

past year

PLTYYieldMax

−12.2%

past year

TDIVPLTYFaded: behind in that period

2–0TDIV wins

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

TDIV vs MSTY

YTD

First TrustTDIV

+12.5%

MSTYYieldMax

−14.7%

+12.5%Year to date−14.7%

−16.3%Worst drop · 1Y−62.3%

21.5%Volatility · 1Y70.0%

1.5%Yield141.5%

$4.4BAssets$1.0B

3–1TDIV wins

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

Cost, Income and Risk

Fees: TDIV, PLTY, MSTY

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

MSTY1.03%$103

PLTY1.07%$107

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

Yields: TDIV, PLTY, MSTY

141.47%highest, MSTY

FundTrailing yieldYield$10k

MSTY141.47%$14,147

PLTY79.88%$7,988

TDIV1.47%$147

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

Income After Fees on $10,000

$14,044most kept, MSTY

MSTY$14,147 − $103 = $14,044

PLTY$7,988 − $107 = $7,881

TDIV$147 − $50 = $97

KeptFee

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

Overlap: TDIV, PLTY, MSTY

Today

[…]holdings […]

TDIVPLTYMSTY

TDIV—[…][…]

PLTY[…]—[…]

MSTY[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.9%TDIV, at 21.5% volatility

TDIVWorst drop−16.3%21.5% vol

PLTYWorst drop−38.0%51.5% vol

MSTYWorst drop−62.3%70.0% vol

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

Paid More vs Made More

YTD

MSTYTDIV

−14.7%Year to date+12.5%

141.5%Yield1.5%

−44.1%Past year+9.9%

1.03%Fee0.50%

3–1TDIV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026