DFII vs BTCI

ADFII

BBTCI

Measures won1–3BTCI wins · of 6 · 5Y

$10,000 · 5Y$20,505TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income31.51%BTCI · $3,151 on $10k

Smallest drop−16.3%TDIV · 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%

20.15%12-mo yield$2,015 · $3,151 on $10k31.51%

−42.6%Worst dropSmaller wins−41.2%

42.1%VolatilityLower wins39.9%

1–3BTCI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFII · BTCI

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

Held in common[…]

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	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.15%	−4.6%	−15.5%	−25.0%	new	new	−42.6%	$20M
3	BBTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.51%	−4.3%	−14.2%	−24.1%	new	new	−41.2%	$1.3B

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	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.15%	−4.6%	−15.5%	−25.0%	new	new	−42.6%	$20M
3	BBTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.51%	−4.3%	−14.2%	−24.1%	new	new	−41.2%	$1.3B

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

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

Yield20.15%31.51%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−42.6%−41.2%

Volatility · 1Y42.1%39.9%

3–1measures won
BTCI first

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: DFII, BTCI, TDIV

Today

0.0%most shared, BTCI and TDIV

DFIIBTCITDIV

DFII—[…][…]

BTCI[…]—0.0%

TDIV[…]0.0%—

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

Income After Fees on $10,000

$3,052most kept, BTCI

BTCI$3,151 − $99 = $3,052

DFII$2,015 − $85 = $1,930

TDIV$147 − $50 = $97

KeptFee

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