DFII vs BTCI

ADFII

BBTCI

Measures won1–3BTCI wins · of 6 · 5Y

$10,000 · 5Y$21,049TDIV · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income31.99%BTCI · $3,199 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common[…]DFII and BTCI

DFII

BTCI

FT Vest Bitcoin Strategy & Target Income ETF · $20MNEOS Bitcoin High Income ETF · $1.3B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.85%Expense ratio$85 · $99 on $10k · lower wins0.99%

20.45%12-mo yield$2,045 · $3,199 on $10k31.99%

−42.6%Worst dropSmaller wins−41.2%

41.9%VolatilityLower wins39.7%

1–3BTCI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFII · BTCI

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

All Four

5Y4 funds

#
1	TDIV	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M
4	BBTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.99%	−1.2%	−15.5%	−25.6%	new	new	−41.2%	$1.3B

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

All Four

5Y4 funds

#
1	TDIV	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M
4	BBTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.99%	−1.2%	−15.5%	−25.6%	new	new	−41.2%	$1.3B

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

DFII vs BTCI

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

BTCI

NEOS Bitcoin High Income

[…]

MeasureDFIIBTCI

Fee0.85%0.99%

Cost on $10k a year$85$99

Yield20.45%31.99%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−42.6%−41.2%

Volatility · 1Y41.9%39.7%

3–1measures won
BTCI first

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

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

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

Overlap: DFII, BTCI, IVV, TDIV

Today

13.2%most shared, IVV and TDIV

DFIIBTCIIVVTDIV

DFII—[…][…][…]

BTCI[…]—0.0%0.0%

IVV[…]0.0%—13.2%

TDIV[…]0.0%13.2%—

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

Income After Fees on $10,000

$3,100most kept, BTCI

BTCI$3,199 − $99 = $3,100

DFII$2,045 − $85 = $1,960

IVV$111 − $3 = $108

TDIV$142 − $50 = $92

KeptFee

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