GPTY vs TDIV

AGPTY

BTDIV

Measures won1–3TDIV wins · of 6 · 5Y

$10,000 · 5Y$20,505TDIV · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income46.22%GPTY · $4,622 on $10k

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

Held in common24.1%GPTY and TDIV

GPTY

TDIV

YieldMax AI & Tech Portfolio Option Income ETF · $125MFirst Trust NASDAQ Technology Dividend Index Fund · $4.3B

[…]3 years · per year[…] · $20,674+27.4%

[…]5 years · per year[…] · $20,505+15.4%

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

46.22%12-mo yield$4,622 · $147 on $10k1.47%

−23.1%Worst dropSmaller wins−16.3%

29.9%VolatilityLower wins21.5%

1–3TDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPTY · TDIV

8.0%MSFT8.8%

5.3%AVGO7.0%

5.8%TSM3.8%

2.4%ORCL6.7%

Held in common24.1%

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	BTDIV	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	46.22%	−7.9%	+6.4%	+1.4%	new	new	−23.1%	$125M

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	BTDIV	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	46.22%	−7.9%	+6.4%	+1.4%	new	new	−23.1%	$125M

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

GPTY vs TDIV

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,505

MeasureGPTYTDIV

Fee1.06%0.50%

Cost on $10k a year$106$50

Yield46.22%1.47%

5 years, per year[…]+15.4%

3 years, per year[…]+27.4%

Worst drop · 1Y−23.1%−16.3%

Volatility · 1Y29.9%21.5%

3–1measures won
TDIV first

24.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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

Overlap: GPTY, TDIV, VOO

Today

41.2%most shared, GPTY and VOO

GPTYTDIVVOO

GPTY—24.1%41.2%

TDIV24.1%—13.3%

VOO41.2%13.3%—

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

Income After Fees on $10,000

$4,516most kept, GPTY

GPTY$4,622 − $106 = $4,516

VOO$110 − $3 = $107

TDIV$147 − $50 = $97

KeptFee

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