MSFO vs PLTY

AMSFO

BPLTY

Measures won3–1MSFO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost1.03%MSFO · $103 on $10k

Most income77.25%PLTY · $7,725 on $10k

Smallest drop−27.3%MSFO · worst fall in 1Y

Held in common[…]MSFO and PLTY

MSFO

PLTY

YieldMax MSFT Option Income Strategy ETF · $96MYieldMax PLTR Option Income Strategy ETF · $341M

+17.4%3 years · per year$16,192 · […][…]

[…]5 years · per year[…]

1.03%Expense ratio$103 · $107 on $10k · lower wins1.07%

35.52%12-mo yield$3,552 · $7,725 on $10k77.25%

−27.3%Worst dropSmaller wins−41.4%

29.3%VolatilityLower wins50.7%

3–1MSFO wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsMSFO · PLTY

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	35.52%	+5.7%	+14.4%	+8.4%	+17.4%	new	−27.3%	$96M
2	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$341M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	35.52%	+5.7%	+14.4%	+8.4%	+17.4%	new	−27.3%	$96M
2	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$341M

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

MSFO vs PLTY

MSFO

YieldMax MSFT Option Income Strategy

[…]

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureMSFOPLTY

Fee1.03%1.07%

Cost on $10k a year$103$107

Yield35.52%77.25%

5 years, per year[…][…]

3 years, per year+17.4%[…]

Worst drop · 1Y−27.3%−41.4%

Volatility · 1Y29.3%50.7%

3–1measures won
MSFO first

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

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

Overlap: MSFO, PLTY

Today

[…]holdings […]

MSFOPLTY

MSFO—[…]

PLTY[…]—

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

Income After Fees on $10,000

$7,618most kept, PLTY

PLTY$7,725 − $107 = $7,618

MSFO$3,552 − $103 = $3,449

KeptFee

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