GPTY vs SOXY

AGPTY

BSOXY

Measures won3–0GPTY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.99%BTCI · $99 on $10k

Most income139.62%MSTY · $13,962 on $10k

Smallest drop−18.8%GPTY · worst fall in 1Y

Held in common29.5%GPTY and SOXY

GPTY

SOXY

YieldMax AI & Tech Portfolio Option Income ETF · $122MYieldMax Target 12 Semiconductor Option Income ETF · $60M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.06%Expense ratio$106 · $106 on $10k · lower wins1.06%

42.30%12-mo yield$4,230 · $1,200 on $10k12.00%

−18.8%Worst dropSmaller wins−29.0%

29.0%VolatilityLower wins43.5%

3–0GPTY wins

$10,000 · 5 yearsAll four, one scale

No price history on file for these funds yet […]

Shared top holdingsGPTY · SOXY

7.2%NVDA6.8%

4.6%MU4.8%

5.3%AVGO4.5%

5.9%TSM3.7%

Held in common29.5%

End-of-day Nov 3, 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

#								3Y/yr	5Y/yr
1	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	42.30%	+1.9%	+16.9%	+7.5%	new	new	−18.8%	$122M
2	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	12.00%	+1.3%	+45.4%	+43.5%	new	new	−29.0%	$60M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	30.92%	+1.3%	−12.6%	−28.4%	new	new	−42.9%	$1.3B
4	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	139.62%	+3.3%	−11.2%	−44.6%	new	new	−64.1%	$962M

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

All Four

5Y4 funds

#								3Y/yr	5Y/yr
1	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	42.30%	+1.9%	+16.9%	+7.5%	new	new	−18.8%	$122M
2	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	12.00%	+1.3%	+45.4%	+43.5%	new	new	−29.0%	$60M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	30.92%	+1.3%	−12.6%	−28.4%	new	new	−42.9%	$1.3B
4	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	139.62%	+3.3%	−11.2%	−44.6%	new	new	−64.1%	$962M

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

Cards for this view

GPTY vs SOXY

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

MeasureGPTYSOXY

Fee1.06%1.06%

Cost on $10k a year$106$106

Yield42.30%12.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−18.8%−29.0%

Volatility · 1Y29.0%43.5%

3–0measures won
GPTY first

29.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GPTY, SOXY, BTCI, MSTY

Today

29.5%most shared, GPTY and SOXY

GPTYSOXYBTCIMSTY

GPTY—29.5%0.0%[…]

SOXY29.5%—0.0%[…]

BTCI0.0%0.0%—[…]

MSTY[…][…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$13,859most kept, MSTY

MSTY$13,962 − $103 = $13,859

GPTY$4,230 − $106 = $4,124

BTCI$3,092 − $99 = $2,993

SOXY$1,200 − $106 = $1,094

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee