Compare · 2 funds side by side · dividends reinvested

TDIV and XBCI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,639TDIV · best of the two

02 / 03

TDIV and XBCI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.39%+18.6%+14.4%+30.3%+16.7%−16.3%20.8%$4.3B1.1

NEOS Boosted Bitcoin High Income ETFThematic Income · A basket0.98%33.31%[…][…][…][…][…][…]$231M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: TDIV 2012 · XBCI 2026

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,639

TDIV

XBCI

NEOS Boosted Bitcoin High Income ETF · $231M[…]

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

TDIVMeasureXBCI

+18.6%Year to dateJan 1 → Nov 3[…]

+14.4%1 yearTotal return[…]

+30.3%3 years · per year$10,000 became $22,101 · […][…]

+16.7%5 years · per year$10,000 became $21,639 · […][…]

0.50%Expense ratio$50 · $98 a year on $10k · lower is better0.98%

1.39%Trailing 12-mo yield$139 · $3,331 a year on $10k33.31%

−16.3%Worst dropSmaller is better[…]

20.8%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

TDIV vs XBCI: Top 5 Holdings

Today

TDIV

40.6%in top 5

XBCI

in top 5112.9%

TDIVStockXBCI

not top 5912797WR52.6%

not top 5912797VP36.5%

not top 5IBIT19.5%

9.3%TXNnot top 5

8.9%IBMnot top 5

8.3%MSFTnot top 5

7.1%AVGOnot top 5

7.1%ORCLnot top 5

not top 5CASH&OTH4.3%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

TDIV vs XBCI Returns, Every Period

First TrustTDIV

+14.4%

past year

XBCINEOS

[…]

past year

Returns […]

TDIVXBCIFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

TDIV vs XBCI

YTD

First TrustTDIV

+18.6%

XBCINEOS

[…]

+18.6%Year to date[…]

−16.3%Worst drop · 1Y[…]

20.8%Volatility · 1Y[…]

1.4%Yield33.3%

$4.3BAssets$231M

1–0XBCI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TDIV, XBCI

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

XBCI0.98%$98

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TDIV, XBCI

33.31%highest, XBCI

FundTrailing yieldYield$10k

XBCI33.31%$3,331

TDIV1.39%$139

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$3,233most kept, XBCI

XBCI$3,331 − $98 = $3,233

TDIV$139 − $50 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TDIV, XBCI

Today

0.0%most shared, TDIV and XBCI

TDIVXBCI

TDIV—0.0%

XBCI0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.4%TDIV, at 20.8% volatility

TDIVWorst drop−16.3%20.8% vol

XBCIWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XBCITDIV

[…]Year to date+18.6%

33.3%Yield1.4%

[…]Past year+14.4%

0.98%Fee0.50%

1–1level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026