MSFO vs PLTY

AMSFO

BPLTY

Measures won3–1MSFO wins · of 6 · 5Y

$10,000 · 5Y$20,484TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income79.88%PLTY · $7,988 on $10k

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

Held in common[…]MSFO and PLTY

MSFO

PLTY

YieldMax MSFT Option Income Strategy ETF · $103MYieldMax PLTR Option Income Strategy ETF · $333M

+14.9%3 years · per year$15,178 · […][…]

[…]5 years · per year[…]

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

37.11%12-mo yield$3,711 · $7,988 on $10k79.88%

−26.5%Worst dropSmaller wins−38.0%

29.4%VolatilityLower wins51.5%

3–1MSFO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSFO · PLTY

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

Held in common[…]

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

All Three

5Y3 funds

#
1	TDIV	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	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk	1.03%	37.11%	−1.4%	+9.5%	+5.6%	+14.9%	new	−26.5%	$103M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$333M

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

All Three

5Y3 funds

#
1	TDIV	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	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk	1.03%	37.11%	−1.4%	+9.5%	+5.6%	+14.9%	new	−26.5%	$103M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$333M

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

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

Yield37.11%79.88%

5 years, per year[…][…]

3 years, per year+14.9%[…]

Worst drop · 1Y−26.5%−38.0%

Volatility · 1Y29.4%51.5%

3–1measures won
MSFO first

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: MSFO, PLTY, TDIV

Today

[…]holdings […]

MSFOPLTYTDIV

MSFO—[…][…]

PLTY[…]—[…]

TDIV[…][…]—

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

Income After Fees on $10,000

$7,881most kept, PLTY

PLTY$7,988 − $107 = $7,881

MSFO$3,711 − $103 = $3,608

TDIV$147 − $50 = $97

KeptFee

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