BITA vs SOXY

ABITA

BSOXY

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.65%BITA · $65 on $10k

Most income13.95%SOXY · $1,395 on $10k

Smallest drop−38.6%SOXY · worst fall in 1Y

Held in common[…]BITA and SOXY

BITA

SOXY

The iShares Bitcoin Premium Income ETF · $94MYieldMax Target 12 Semiconductor Option Income ETF · $51M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $106 on $10k · lower wins1.06%

6.39%12-mo yield$639 · $1,395 on $10k13.95%

[…]Worst dropSmaller wins−38.6%

[…]VolatilityLower wins45.3%

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsBITA · SOXY

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

Held in common[…]

End-of-day Nov 6, 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						3Y/yr	5Y/yr
1	ABITA	The iShares Bitcoin Premium Income ETFRead Desk		0.65%	6.39%	−0.2%	new	new	new	new	[…]	$94M
2	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	13.95%	+3.3%	+28.4%	+28.5%	new	new	−38.6%	$51M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ABITA	The iShares Bitcoin Premium Income ETFRead Desk		0.65%	6.39%	−0.2%	new	new	new	new	[…]	$94M
2	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	13.95%	+3.3%	+28.4%	+28.5%	new	new	−38.6%	$51M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BITA vs SOXY

BITA

The iShares Bitcoin Premium Income

[…]

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

MeasureBITASOXY

Fee0.65%1.06%

Cost on $10k a year$65$106

Yield6.39%13.95%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−38.6%

Volatility · 1Y[…]45.3%

1–1measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BITA, SOXY

Today

[…]holdings […]

BITASOXY

BITA—[…]

SOXY[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,289most kept, SOXY

SOXY$1,395 − $106 = $1,289

BITA$639 − $65 = $574

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee