Compare · 3 funds side by side · dividends reinvested

TSIB, PLTY and TDIV

TSIBDirexion×PLTYYieldMax×TDIVFirst Trust×

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

02 / 04

TSIB, PLTY and TDIV, 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%$4.1B1.3

Direxion TSLA Defined Income Boost ETFThematic Income · A single stock0.99%6.39%[…][…][…][…][…][…]$2M2.0

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%76.26%−1.4%−1.8%[…][…]−38.0%51.3%$305M2.0

Rank among the three1st → 3rdFee, 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: TSIB 2026 · PLTY 2024 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Technology Dividend Index Fund · $4.1B$21,049

TDIV

PLTY

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

$10,000 five years ago, dividends reinvested

TDIVMeasurePLTY

+16.3%Year to dateJan 1 → Nov 9−1.4%

+15.5%1 yearTotal return−1.8%

+27.4%3 years · per year$10,000 became $20,679 · […][…]

+16.1%5 years · per year$10,000 became $21,049 · […][…]

0.50%Expense ratio$50 · $107 a year on $10k · lower is better1.07%

1.42%Trailing 12-mo yield$142 · $7,626 a year on $10k76.26%

−16.3%Worst dropSmaller is better−38.0%

21.7%VolatilityLower is calmer51.3%

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

5–1TDIV wins

End-of-day Nov 9, 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

40.3%in top 5

PLTY

in top 5[…]

TDIVStockPLTY

9.1%TXNnot top 5

8.9%IBMnot top 5

8.9%MSFTnot top 5

6.8%AVGOnot top 5

6.6%ORCLnot top 5

Held in common[…]

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

TDIV vs PLTY Returns, Every Period

First TrustTDIV

+15.5%

past year

PLTYYieldMax

−1.8%

past year

TDIVPLTYFaded: behind in that period

2–0TDIV wins

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

TDIV vs PLTY

YTD

First TrustTDIV

+16.3%

PLTYYieldMax

−1.4%

+16.3%Year to date−1.4%

−16.3%Worst drop · 1Y−38.0%

21.7%Volatility · 1Y51.3%

1.4%Yield76.3%

$4.1BAssets$305M

3–1TDIV wins

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

Cost, Income and Risk

Fees: TSIB, PLTY, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

TSIB0.99%$99

PLTY1.07%$107

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

Yields: TSIB, PLTY, TDIV

76.26%highest, PLTY

FundTrailing yieldYield$10k

PLTY76.26%$7,626

TSIB6.39%$639

TDIV1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,519most kept, PLTY

PLTY$7,626 − $107 = $7,519

TSIB$639 − $99 = $540

TDIV$142 − $50 = $92

KeptFee

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

Overlap: TSIB, PLTY, TDIV

Today

0.0%most shared, TSIB and TDIV

TSIBPLTYTDIV

TSIB—[…]0.0%

PLTY[…]—[…]

TDIV0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+15.5%TDIV, at 21.7% volatility

TDIVWorst drop−16.3%21.7% vol

PLTYWorst drop−38.0%51.3% vol

TSIBWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PLTYTDIV

−1.4%Year to date+16.3%

76.3%Yield1.4%

−1.8%Past year+15.5%

1.07%Fee0.50%

3–1TDIV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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