Compare TDVI and SOXY

TDVI and SOXY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Technology Dividend Target Income ETFThematic Income · A basket0.75%7.55%+19.6%+15.8%+29.0%[…]−16.0%20.1%$652M1.4

YieldMax Target 12 Semiconductor Option Income ETFThematic Income · A basket1.06%13.54%+40.8%+38.8%[…][…]−30.4%43.6%$60M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: TDVI 2023 · SOXY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest Technology Dividend Target Income ETF · $652M[…]

TDVI

SOXY

YieldMax Target 12 Semiconductor Option Income ETF · $60M[…]

$10,000 five years ago, dividends reinvested · they hold 24.3% in common

TDVIMeasureSOXY

+19.6%Year to dateJan 1 → Nov 4+40.8%

+15.8%1 yearTotal return+38.8%

+29.0%3 years · per year$10,000 became $21,466 · […][…]

[…]5 years · per year[…]

0.75%Expense ratio$75 · $106 a year on $10k · lower is better1.06%

7.55%Trailing 12-mo yield$755 · $1,354 a year on $10k13.54%

−16.0%Worst dropSmaller is better−30.4%

20.1%VolatilityLower is calmer43.6%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TDVI vs SOXY: Top 5 Holdings

Today

TDVI

40.7%in top 5

SOXY

in top 527.3%

TDVIStockSOXY

9.7%TXNnot top 5

8.6%IBMnot top 5

8.3%MSFTnot top 5

7.2%AVGO4.6%

not top 5NVDA6.9%

6.8%ORCLnot top 5

not top 5AMD5.9%

not top 5ASML5.0%

not top 5MU4.9%

Held in common24.3%

End-of-day Nov 4, 2026 · share of each fund

TDVI vs SOXY Returns, Every Period

1Y

First TrustTDVI

+15.8%

past year

SOXYYieldMax

+38.8%

past year

TDVISOXYFaded: behind in that period

0–2SOXY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TDVI vs SOXY

YTD

First TrustTDVI

+19.6%

SOXYYieldMax

+40.8%

+19.6%Year to date+40.8%

−16.0%Worst drop · 1Y−30.4%

20.1%Volatility · 1Y43.6%

7.5%Yield13.5%

$652MAssets$59.9M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TDVI, SOXY

Today

0.75%lowest, TDVI

FundExpense ratioFee$10k

TDVI0.75%$75

SOXY1.06%$106

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TDVI, SOXY

1Y

13.54%highest, SOXY

FundTrailing yieldYield$10k

SOXY13.54%$1,354

TDVI7.55%$755

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,248most kept, SOXY

SOXY$1,354 − $106 = $1,248

TDVI$755 − $75 = $680

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TDVI, SOXY

Today

24.3%most shared, TDVI and SOXY

TDVISOXY

TDVI—24.3%

SOXY24.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+38.8%SOXY, at 43.6% volatility

TDVIWorst drop−16.0%20.1% vol

SOXYWorst drop−30.4%43.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SOXYTDVI

+40.8%Year to date+19.6%

13.5%Yield7.5%

+38.8%Past year+15.8%

1.06%Fee0.75%

3–1SOXY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026