GPTY vs TDIV

AGPTY

BTDIV

Measures won1–3TDIV wins · of 6 · 5Y

$10,000 · 5Y$21,639TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income42.30%GPTY · $4,230 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common23.6%GPTY and TDIV

GPTY

TDIV

YieldMax AI & Tech Portfolio Option Income ETF · $122MFirst Trust NASDAQ Technology Dividend Index Fund · $4.3B

[…]3 years · per year[…] · $22,101+30.3%

[…]5 years · per year[…] · $21,639+16.7%

1.06%Expense ratio$106 · $50 on $10k · lower wins0.50%

42.30%12-mo yield$4,230 · $139 on $10k1.39%

−18.8%Worst dropSmaller wins−16.3%

29.0%VolatilityLower wins20.8%

1–3TDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPTY · TDIV

7.3%MSFT8.3%

5.3%AVGO7.1%

5.9%TSM3.9%

2.3%ORCL7.1%

Held in common23.6%

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 Three

5Y3 funds

#
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
2	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	42.30%	+1.9%	+16.9%	+7.5%	new	new	−18.8%	$122M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	30.92%	+1.3%	−12.6%	−28.4%	new	new	−42.9%	$1.3B

End-of-day Nov 3, 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%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
2	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	42.30%	+1.9%	+16.9%	+7.5%	new	new	−18.8%	$122M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	30.92%	+1.3%	−12.6%	−28.4%	new	new	−42.9%	$1.3B

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 TDIV

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,639

MeasureGPTYTDIV

Fee1.06%0.50%

Cost on $10k a year$106$50

Yield42.30%1.39%

5 years, per year[…]+16.7%

3 years, per year[…]+30.3%

Worst drop · 1Y−18.8%−16.3%

Volatility · 1Y29.0%20.8%

3–1measures won
TDIV first

23.6%

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, TDIV, BTCI

Today

23.6%most shared, GPTY and TDIV

GPTYTDIVBTCI

GPTY—23.6%0.0%

TDIV23.6%—0.0%

BTCI0.0%0.0%—

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

Income After Fees on $10,000

$4,124most kept, GPTY

GPTY$4,230 − $106 = $4,124

BTCI$3,092 − $99 = $2,993

TDIV$139 − $50 = $89

KeptFee

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