Compare · 2 funds side by side · dividends reinvested

YBTC and TDIV

YBTCRoundhill×TDIVFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,993TDIV · best of the two

02 / 04

YBTC and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.38%+19.6%+15.8%+30.4%+17.1%−16.3%20.8%$4.3B1.1

Roundhill Investments - Bitcoin Covered Call Strategy ETFThematic Income · A basket0.95%56.91%−14.8%−27.8%[…][…]−40.6%40.0%$131M1.8

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: YBTC 2024 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Investments - Bitcoin Covered Call Strategy ETF · $131M[…]

YBTC

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,993

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

YBTCMeasureTDIV

−14.8%Year to dateJan 1 → Nov 4+19.6%

−27.8%1 yearTotal return+15.8%

[…]3 years · per year$10,000 became […] · $22,150+30.4%

[…]5 years · per year$10,000 became […] · $21,993+17.1%

0.95%Expense ratio$95 · $50 a year on $10k · lower is better0.50%

56.91%Trailing 12-mo yield$5,691 · $138 a year on $10k1.38%

−40.6%Worst dropSmaller is better−16.3%

40.0%VolatilityLower is calmer20.8%

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

1–5TDIV wins

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

More Ways to See the Pairs

YBTC vs TDIV: Top 5 Holdings

Today

YBTC

105.6%in top 5

TDIV

in top 540.7%

YBTCStockTDIV

99.6%912797VAnot top 5

not top 5TXN9.7%

not top 5IBM8.6%

not top 5MSFT8.3%

not top 5AVGO7.3%

not top 5ORCL6.8%

6.1%FGXXXnot top 5

Held in common0.0%

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

YBTC vs TDIV Returns, Every Period

RoundhillYBTC

−27.8%

past year

TDIVFirst Trust

+15.8%

past year

YBTCTDIVFaded: behind in that period

0–2TDIV wins

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

YBTC vs TDIV

YTD

RoundhillYBTC

−14.8%

TDIVFirst Trust

+19.6%

−14.8%Year to date+19.6%

−40.6%Worst drop · 1Y−16.3%

40.0%Volatility · 1Y20.8%

56.9%Yield1.4%

$131MAssets$4.3B

3–1TDIV wins

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

Cost, Income and Risk

Fees: YBTC, TDIV

Today

0.50%lowest, TDIV

FundExpense ratioFee$10k

TDIV0.50%$50

YBTC0.95%$95

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

Yields: YBTC, TDIV

56.91%highest, YBTC

FundTrailing yieldYield$10k

YBTC56.91%$5,691

TDIV1.38%$138

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

Income After Fees on $10,000

$5,596most kept, YBTC

YBTC$5,691 − $95 = $5,596

TDIV$138 − $50 = $88

KeptFee

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

Overlap: YBTC, TDIV

Today

0.0%most shared, YBTC and TDIV

YBTCTDIV

YBTC—0.0%

TDIV0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.8%TDIV, at 20.8% volatility

TDIVWorst drop−16.3%20.8% vol

YBTCWorst drop−40.6%40.0% vol

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

Paid More vs Made More

YTD

YBTCTDIV

−14.8%Year to date+19.6%

56.9%Yield1.4%

−27.8%Past year+15.8%

0.95%Fee0.50%

3–1TDIV 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