MST vs PLTY

AMST

BPLTY

Measures won1–3PLTY wins · of 6 · 5Y

$10,000 · 5Y$21,993TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income222.23%MST · $22,223 on $10k

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

Held in common[…]MST and PLTY

MST

PLTY

Leveraged Long + Income MSTR ETF · $22MYieldMax PLTR Option Income Strategy ETF · $339M

[…]3 years · per year[…]

[…]5 years · per year[…]

2.02%Expense ratio$202 · $107 on $10k · lower wins1.07%

222.23%12-mo yield$22,223 · $7,725 on $10k77.25%

−92.7%Worst dropSmaller wins−41.4%

144.6%VolatilityLower wins50.7%

1–3PLTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMST · 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

All Three

5Y3 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	AMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	222.23%	+8.1%	−55.1%	−85.0%	new	new	−92.7%	$22M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$339M

End-of-day Nov 4, 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%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	AMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	222.23%	+8.1%	−55.1%	−85.0%	new	new	−92.7%	$22M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$339M

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

MST vs PLTY

MST

Leveraged Long + Income MSTR

[…]

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureMSTPLTY

Fee2.02%1.07%

Cost on $10k a year$202$107

Yield222.23%77.25%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−92.7%−41.4%

Volatility · 1Y144.6%50.7%

3–1measures won
PLTY 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MST, PLTY, TDIV

Today

[…]holdings […]

MSTPLTYTDIV

MST—[…][…]

PLTY[…]—[…]

TDIV[…][…]—

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

Income After Fees on $10,000

$22,021most kept, MST

MST$22,223 − $202 = $22,021

PLTY$7,725 − $107 = $7,618

TDIV$138 − $50 = $88

KeptFee

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