DFII vs TDIV

ADFII

BTDIV

Measures won1–3TDIV wins · of 6 · 5Y

$10,000 · 5Y$21,993TDIV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income19.23%DFII · $1,923 on $10k

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

Held in common[…]DFII and TDIV

DFII

TDIV

FT Vest Bitcoin Strategy & Target Income ETF · $19MFirst Trust NASDAQ Technology Dividend Index Fund · $4.3B

[…]3 years · per year[…] · $22,150+30.4%

[…]5 years · per year[…] · $21,993+17.1%

0.85%Expense ratio$85 · $50 on $10k · lower wins0.50%

19.23%12-mo yield$1,923 · $138 on $10k1.38%

−42.9%Worst dropSmaller wins−16.3%

42.2%VolatilityLower wins20.8%

1–3TDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFII · TDIV

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

Held in common[…]

End-of-day Nov 4, 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	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$19M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$19M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFII vs TDIV

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,993

MeasureDFIITDIV

Fee0.85%0.50%

Cost on $10k a year$85$50

Yield19.23%1.38%

5 years, per year[…]+17.1%

3 years, per year[…]+30.4%

Worst drop · 1Y−42.9%−16.3%

Volatility · 1Y42.2%20.8%

3–1measures won
TDIV first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: DFII, TDIV, VOO

Today

13.3%most shared, TDIV and VOO

DFIITDIVVOO

DFII—[…][…]

TDIV[…]—13.3%

VOO[…]13.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,838most kept, DFII

DFII$1,923 − $85 = $1,838

VOO$105 − $3 = $102

TDIV$138 − $50 = $88

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee