APLY vs TDIV

AAPLY

BTDIV

Measures won3–2APLY wins · of 6 · 5Y

$10,000 · 5Y$21,049TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income30.78%APLY · $3,078 on $10k

Smallest drop−11.8%APLY · worst fall in 1Y

Held in common[…]APLY and TDIV

APLY

TDIV

YieldMax AAPL Option Income Strategy ETF · $109MFirst Trust NASDAQ Technology Dividend Index Fund · $4.1B

+16.4%3 years · per year$15,759 · $20,679+27.4%

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

1.04%Expense ratio$104 · $50 on $10k · lower wins0.50%

30.78%12-mo yield$3,078 · $142 on $10k1.42%

−11.8%Worst dropSmaller wins−16.3%

21.4%VolatilityLower wins21.7%

3–2APLY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPLY · TDIV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	AAPLY	YieldMax AAPL Option Income Strategy ETFRead Desk		1.04%	30.78%	+2.4%	+18.7%	+19.7%	+16.4%	new	−11.8%	$109M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	AAPLY	YieldMax AAPL Option Income Strategy ETFRead Desk		1.04%	30.78%	+2.4%	+18.7%	+19.7%	+16.4%	new	−11.8%	$109M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

APLY vs TDIV

APLY

YieldMax AAPL Option Income Strategy

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,049

MeasureAPLYTDIV

Fee1.04%0.50%

Cost on $10k a year$104$50

Yield30.78%1.42%

5 years, per year[…]+16.1%

3 years, per year+16.4%+27.4%

Worst drop · 1Y−11.8%−16.3%

Volatility · 1Y21.4%21.7%

3–2measures won
APLY first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: APLY, TDIV

Today

[…]holdings […]

APLYTDIV

APLY—[…]

TDIV[…]—

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

Income After Fees on $10,000

$2,974most kept, APLY

APLY$3,078 − $104 = $2,974

TDIV$142 − $50 = $92

KeptFee

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