MST vs TDIV

AMST

BTDIV

Measures won1–3TDIV wins · of 6 · 5Y

$10,000 · 5Y$21,639TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income239.32%MST · $23,932 on $10k

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

Held in common[…]MST and TDIV

MST

TDIV

Leveraged Long + Income MSTR ETF · $21MFirst Trust NASDAQ Technology Dividend Index Fund · $4.3B

[…]3 years · per year[…] · $22,101+30.3%

[…]5 years · per year[…] · $21,639+16.7%

2.02%Expense ratio$202 · $50 on $10k · lower wins0.50%

239.32%12-mo yield$23,932 · $139 on $10k1.39%

−93.0%Worst dropSmaller wins−16.3%

144.4%VolatilityLower wins20.8%

1–3TDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMST · TDIV

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	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
2	AMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	239.32%	+7.3%	−58.5%	−86.6%	new	new	−93.0%	$21M
3	CHPY	YieldMax Semiconductor Portfolio Option Income ETFRead Desk	1.03%	49.47%	+2.2%	+43.0%	+43.7%	new	new	−28.7%	$1.2B

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	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
2	AMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	239.32%	+7.3%	−58.5%	−86.6%	new	new	−93.0%	$21M
3	CHPY	YieldMax Semiconductor Portfolio Option Income ETFRead Desk	1.03%	49.47%	+2.2%	+43.0%	+43.7%	new	new	−28.7%	$1.2B

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 TDIV

MST

Leveraged Long + Income MSTR

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,639

MeasureMSTTDIV

Fee2.02%0.50%

Cost on $10k a year$202$50

Yield239.32%1.39%

5 years, per year[…]+16.7%

3 years, per year[…]+30.3%

Worst drop · 1Y−93.0%−16.3%

Volatility · 1Y144.4%20.8%

3–1measures won
TDIV first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

Overlap: MST, TDIV, CHPY

Today

24.1%most shared, TDIV and CHPY

MSTTDIVCHPY

MST—[…][…]

TDIV[…]—24.1%

CHPY[…]24.1%—

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

Income After Fees on $10,000

$23,730most kept, MST

MST$23,932 − $202 = $23,730

CHPY$4,947 − $103 = $4,844

TDIV$139 − $50 = $89

KeptFee

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