BPI vs SOXY

ABPI

BSOXY

Measures won3–1BPI wins · of 6 · 5Y

$10,000 · 5Y$20,505TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income20.55%BPI · $2,055 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common0.0%BPI and SOXY

BPI

SOXY

Grayscale Bitcoin Premium Income ETF · $2MYieldMax Target 12 Semiconductor Option Income ETF · $61M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.66%Expense ratio$66 · $106 on $10k · lower wins1.06%

20.55%12-mo yield$2,055 · $1,441 on $10k14.41%

−41.7%Worst dropSmaller wins−38.6%

40.4%VolatilityLower wins45.3%

3–1BPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBPI · SOXY

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	ABPI	Grayscale Bitcoin Premium Income ETFRead Desk	0.66%	20.55%	−4.9%	−9.9%	−21.0%	new	new	−41.7%	$2M
3	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$61M

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

All Three

5Y3 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	ABPI	Grayscale Bitcoin Premium Income ETFRead Desk	0.66%	20.55%	−4.9%	−9.9%	−21.0%	new	new	−41.7%	$2M
3	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$61M

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

Cards for this view

BPI vs SOXY

BPI

Grayscale Bitcoin Premium Income

[…]

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

MeasureBPISOXY

Fee0.66%1.06%

Cost on $10k a year$66$106

Yield20.55%14.41%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−41.7%−38.6%

Volatility · 1Y40.4%45.3%

3–1measures won
BPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BPI, SOXY, TDIV

Today

24.5%most shared, SOXY and TDIV

BPISOXYTDIV

BPI—0.0%0.0%

SOXY0.0%—24.5%

TDIV0.0%24.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,989most kept, BPI

BPI$2,055 − $66 = $1,989

SOXY$1,441 − $106 = $1,335

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee