DFII vs MSTY

ADFII

BMSTY

Measures won3–1DFII wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income143.74%MSTY · $14,374 on $10k

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

Held in common[…]DFII and MSTY

DFII

MSTY

FT Vest Bitcoin Strategy & Target Income ETF · $20MYieldMax MSTR Option Income Strategy ETF · $947M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.85%Expense ratio$85 · $103 on $10k · lower wins1.03%

20.45%12-mo yield$2,045 · $14,374 on $10k143.74%

−42.6%Worst dropSmaller wins−60.3%

41.9%VolatilityLower wins69.8%

3–1DFII wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFII · MSTY

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 Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M
3	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

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

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M
3	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

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 MSTY

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

MSTY

YieldMax MSTR Option Income Strategy

[…]

MeasureDFIIMSTY

Fee0.85%1.03%

Cost on $10k a year$85$103

Yield20.45%143.74%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−42.6%−60.3%

Volatility · 1Y41.9%69.8%

3–1measures won
DFII 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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: DFII, MSTY, SPY

Today

[…]holdings […]

DFIIMSTYSPY

DFII—[…][…]

MSTY[…]—[…]

SPY[…][…]—

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

Income After Fees on $10,000

$14,271most kept, MSTY

MSTY$14,374 − $103 = $14,271

DFII$2,045 − $85 = $1,960

SPY$101 − $9 = $92

KeptFee

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