MSFO vs TDIV

AMSFO

BTDIV

Measures won1–4TDIV wins · of 6 · 5Y

$10,000 · 5Y$20,484TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income37.11%MSFO · $3,711 on $10k

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

Held in common[…]MSFO and TDIV

MSFO

TDIV

YieldMax MSFT Option Income Strategy ETF · $103MFirst Trust NASDAQ Technology Dividend Index Fund · $4.4B

+14.9%3 years · per year$15,178 · $20,418+26.9%

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

1.03%Expense ratio$103 · $50 on $10k · lower wins0.50%

37.11%12-mo yield$3,711 · $147 on $10k1.47%

−26.5%Worst dropSmaller wins−16.3%

29.4%VolatilityLower wins21.5%

1–4TDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSFO · TDIV

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

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	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	37.11%	−1.4%	+9.5%	+5.6%	+14.9%	new	−26.5%	$103M

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	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	37.11%	−1.4%	+9.5%	+5.6%	+14.9%	new	−26.5%	$103M

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 TDIV

MSFO

YieldMax MSFT Option Income Strategy

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,484

MeasureMSFOTDIV

Fee1.03%0.50%

Cost on $10k a year$103$50

Yield37.11%1.47%

5 years, per year[…]+15.4%

3 years, per year+14.9%+26.9%

Worst drop · 1Y−26.5%−16.3%

Volatility · 1Y29.4%21.5%

4–1measures won
TDIV 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, TDIV

Today

[…]holdings […]

MSFOTDIV

MSFO—[…]

TDIV[…]—

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

Income After Fees on $10,000

$3,608most kept, MSFO

MSFO$3,711 − $103 = $3,608

TDIV$147 − $50 = $97

KeptFee

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