MAXI vs TDIV

AMAXI

BTDIV

Measures won1–4TDIV wins · of 6 · 5Y

$10,000 · 5Y$20,484TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income17.31%MAXI · $1,731 on $10k

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

Held in common0.0%MAXI and TDIV

MAXI

TDIV

Simplify Bitcoin Strategy PLUS Income ETF · $31MFirst Trust NASDAQ Technology Dividend Index Fund · $4.4B

+12.8%3 years · per year$14,339 · $20,418+26.9%

[…]5 years · per year[…] · $20,484+15.4%

1.52%Expense ratio$152 · $50 on $10k · lower wins0.50%

17.31%12-mo yield$1,731 · $147 on $10k1.47%

−59.1%Worst dropSmaller wins−16.3%

70.6%VolatilityLower wins21.5%

1–4TDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMAXI · TDIV

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.4B
2	AMAXI	Simplify Bitcoin Strategy PLUS Income ETFRead Desk		1.52%	17.31%	−0.9%	−12.5%	−38.5%	+12.8%	new	−59.1%	$31M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.4B
2	AMAXI	Simplify Bitcoin Strategy PLUS Income ETFRead Desk		1.52%	17.31%	−0.9%	−12.5%	−38.5%	+12.8%	new	−59.1%	$31M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MAXI vs TDIV

MAXI

Simplify Bitcoin Strategy PLUS Income

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,484

MeasureMAXITDIV

Fee1.52%0.50%

Cost on $10k a year$152$50

Yield17.31%1.47%

5 years, per year[…]+15.4%

3 years, per year+12.8%+26.9%

Worst drop · 1Y−59.1%−16.3%

Volatility · 1Y70.6%21.5%

4–1measures won
TDIV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MAXI, TDIV

Today

0.0%most shared, MAXI and TDIV

MAXITDIV

MAXI—0.0%

TDIV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,579most kept, MAXI

MAXI$1,731 − $152 = $1,579

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee