MSST vs TDIV

AMSST

BTDIV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$20,505TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income29.97%MSST · $2,997 on $10k

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

Held in common[…]MSST and TDIV

MSST

TDIV

YieldMax MSTR Performance & Distribution Target 25 ETF · $6MFirst Trust NASDAQ Technology Dividend Index Fund · $4.3B

[…]3 years · per year[…] · $20,674+27.4%

[…]5 years · per year[…] · $20,505+15.4%

0.99%Expense ratio$99 · $50 on $10k · lower wins0.50%

29.97%12-mo yield$2,997 · $147 on $10k1.47%

[…]Worst dropSmaller wins−16.3%

[…]VolatilityLower wins21.5%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsMSST · TDIV

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

Both

5Y2 funds

#			Trend
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	AMSST	YieldMax MSTR Performance & Distribution Target 25 ETFRead Desk		0.99%	29.97%	−7.7%	−18.2%	new	new	new	[…]	$6M

End-of-day Nov 5, 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%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	AMSST	YieldMax MSTR Performance & Distribution Target 25 ETFRead Desk		0.99%	29.97%	−7.7%	−18.2%	new	new	new	[…]	$6M

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 TDIV

MSST

YieldMax MSTR Performance & Distribution Target 25

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,505

MeasureMSSTTDIV

Fee0.99%0.50%

Cost on $10k a year$99$50

Yield29.97%1.47%

5 years, per year[…]+15.4%

3 years, per year[…]+27.4%

Worst drop · 1Y[…]−16.3%

Volatility · 1Y[…]21.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MSST, TDIV

Today

[…]holdings […]

MSSTTDIV

MSST—[…]

TDIV[…]—

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

Income After Fees on $10,000

$2,898most kept, MSST

MSST$2,997 − $99 = $2,898

TDIV$147 − $50 = $97

KeptFee

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