Compare · 4 funds side by side · dividends reinvested

TEST, PLTY, TDIV and MSTY

TESTYieldMax×PLTYYieldMax×TDIVFirst Trust×MSTYYieldMax×

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

02 / 04

TEST, PLTY, TDIV 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%$4.1B1.4

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%76.26%−1.4%−1.8%[…][…]−38.0%51.3%$305M2.3

Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETFThematic Income · A single stock1.01%27.67%−11.8%[…][…][…][…][…]$2M2.7

YieldMax MSTR Option Income Strategy ETFThematic Income · A single stock1.03%143.74%−16.0%−41.2%[…][…]−60.3%69.8%$947M2.8

Rank among the four1st → 4thFee, 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: TEST 2025 · PLTY 2024 · TDIV 2012 · MSTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax PLTR Option Income Strategy ETF · $305M[…]

PLTY

TEST

Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETF · $2M[…]

$10,000 five years ago, dividends reinvested

PLTYMeasureTEST

−1.4%Year to dateJan 1 → Nov 9−11.8%

−1.8%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

1.07%Expense ratio$107 · $101 a year on $10k · lower is better1.01%

76.26%Trailing 12-mo yield$7,626 · $2,767 a year on $10k27.67%

−38.0%Worst dropSmaller is better[…]

51.3%VolatilityLower is calmer[…]

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

2–1PLTY wins

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

More Ways to See the Pairs

PLTY vs TEST: Top 5 Holdings

Today

PLTY

[…]in top 5

TEST

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

PLTY vs TEST Returns, Every Period

YieldMaxPLTY

−1.8%

past year

TESTYieldMax

[…]

past year

PLTYTESTFaded: behind in that period

1–0PLTY wins

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

PLTY vs MSTY

YTD

YieldMaxPLTY

−1.4%

MSTYYieldMax

−16.0%

−1.4%Year to date−16.0%

−38.0%Worst drop · 1Y−60.3%

51.3%Volatility · 1Y69.8%

76.3%Yield143.7%

$305MAssets$947M

3–1PLTY wins

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

Cost, Income and Risk

Fees: TEST, PLTY, TDIV, MSTY

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

TEST1.01%$101

MSTY1.03%$103

PLTY1.07%$107

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

Yields: TEST, PLTY, TDIV, MSTY

143.74%highest, MSTY

FundTrailing yieldYield$10k

MSTY143.74%$14,374

PLTY76.26%$7,626

TEST27.67%$2,767

TDIV1.42%$142

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

PLTY$7,626 − $107 = $7,519

TEST$2,767 − $101 = $2,666

TDIV$142 − $50 = $92

KeptFee

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

Overlap: TEST, PLTY, TDIV, MSTY

Today

[…]holdings […]

TESTPLTYTDIVMSTY

TEST—[…][…][…]

PLTY[…]—[…][…]

TDIV[…][…]—[…]

MSTY[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+15.5%TDIV, at 21.7% volatility

TDIVWorst drop−16.3%21.7% vol

PLTYWorst drop−38.0%51.3% vol

MSTYWorst drop−60.3%69.8% vol

TESTWorst drop[…][…]

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 Four

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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