MSST vs PLTY

AMSST

BPLTY

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$20,505TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income87.02%PLTY · $8,702 on $10k

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

Held in common[…]MSST and PLTY

MSST

PLTY

YieldMax MSTR Performance & Distribution Target 25 ETF · $6MYieldMax PLTR Option Income Strategy ETF · $333M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.99%Expense ratio$99 · $107 on $10k · lower wins1.07%

29.97%12-mo yield$2,997 · $8,702 on $10k87.02%

[…]Worst dropSmaller wins−38.0%

[…]VolatilityLower wins51.4%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSST · PLTY

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

Held in common[…]

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	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.4B
2	AMSST	YieldMax MSTR Performance & Distribution Target 25 ETFRead Desk	0.99%	29.97%	−7.7%	−18.2%	new	new	new	[…]	$6M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	87.02%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$333M

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	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.4B
2	AMSST	YieldMax MSTR Performance & Distribution Target 25 ETFRead Desk	0.99%	29.97%	−7.7%	−18.2%	new	new	new	[…]	$6M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	87.02%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$333M

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

MSST vs PLTY

MSST

YieldMax MSTR Performance & Distribution Target 25

[…]

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureMSSTPLTY

Fee0.99%1.07%

Cost on $10k a year$99$107

Yield29.97%87.02%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−38.0%

Volatility · 1Y[…]51.4%

1–1measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MSST, PLTY, TDIV

Today

[…]holdings […]

MSSTPLTYTDIV

MSST—[…][…]

PLTY[…]—[…]

TDIV[…][…]—

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

Income After Fees on $10,000

$8,595most kept, PLTY

PLTY$8,702 − $107 = $8,595

MSST$2,997 − $99 = $2,898

TDIV$147 − $50 = $97

KeptFee

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