Compare · 3 funds side by side · dividends reinvested

YBTC, TDIV and VOO

YBTCRoundhill×TDIVFirst Trust×VOOVanguard×

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

02 / 04

YBTC, TDIV and VOO, 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%$4.3B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

Roundhill Investments - Bitcoin Covered Call Strategy ETFThematic Income · A basket0.95%57.31%−16.4%−30.9%[…][…]−42.1%40.1%$131M2.7

Rank among the three1st → 3rdFee, 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: YBTC 2024 · TDIV 2012 · VOO 2010

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$21,639

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

YBTCMeasureTDIV

−16.4%Year to dateJan 1 → Nov 3+18.6%

−30.9%1 yearTotal return+14.4%

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

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

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

57.31%Trailing 12-mo yield$5,731 · $139 a year on $10k1.39%

−42.1%Worst dropSmaller is better−16.3%

40.1%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 3, 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

106.4%in top 5

TDIV

in top 540.6%

YBTCStockTDIV

100.2%912797VAnot top 5

not top 5TXN9.3%

not top 5IBM8.9%

not top 5MSFT8.3%

not top 5AVGO7.1%

not top 5ORCL7.1%

6.2%FGXXXnot top 5

Held in common0.0%

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

YBTC vs TDIV Returns, Every Period

RoundhillYBTC

−30.9%

past year

TDIVFirst Trust

+14.4%

past year

YBTCTDIVFaded: behind in that period

0–2TDIV wins

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

YBTC vs TDIV

YTD

RoundhillYBTC

−16.4%

TDIVFirst Trust

+18.6%

−16.4%Year to date+18.6%

−42.1%Worst drop · 1Y−16.3%

40.1%Volatility · 1Y20.8%

57.3%Yield1.4%

$131MAssets$4.3B

3–1TDIV wins

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

Cost, Income and Risk

Fees: YBTC, TDIV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

TDIV0.50%$50

YBTC0.95%$95

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

Yields: YBTC, TDIV, VOO

57.31%highest, YBTC

FundTrailing yieldYield$10k

YBTC57.31%$5,731

TDIV1.39%$139

VOO1.07%$107

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

Income After Fees on $10,000

$5,636most kept, YBTC

YBTC$5,731 − $95 = $5,636

VOO$107 − $3 = $104

TDIV$139 − $50 = $89

KeptFee

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

Overlap: YBTC, TDIV, VOO

Today

13.3%most shared, TDIV and VOO

YBTCTDIVVOO

YBTC—0.0%0.0%

TDIV0.0%—13.3%

VOO0.0%13.3%—

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

Return vs Bumpiness: 3 ETFs

+14.4%TDIV, at 20.8% volatility

VOOWorst drop−8.9%12.7% vol

TDIVWorst drop−16.3%20.8% vol

YBTCWorst drop−42.1%40.1% vol

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

Paid More vs Made More

YTD

YBTCTDIV

−16.4%Year to date+18.6%

57.3%Yield1.4%

−30.9%Past year+14.4%

0.95%Fee0.50%

3–1TDIV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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