MSTY vs DFII

AMSTY

BDFII

Measures won1–3DFII wins · of 6 · 5Y

$10,000 · 5Y$20,505TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income147.24%MSTY · $14,724 on $10k

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

Held in common[…]MSTY and DFII

MSTY

DFII

YieldMax MSTR Option Income Strategy ETF · $994MFT Vest Bitcoin Strategy & Target Income ETF · $20M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.03%Expense ratio$103 · $85 on $10k · lower wins0.85%

147.24%12-mo yield$14,724 · $2,015 on $10k20.15%

−62.3%Worst dropSmaller wins−42.6%

70.1%VolatilityLower wins42.1%

1–3DFII wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSTY · DFII

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%	$4.3B
2	AMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	147.24%	−9.1%	−14.9%	−42.4%	new	new	−62.3%	$994M
3	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.15%	−4.6%	−15.5%	−25.0%	new	new	−42.6%	$20M

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%	$4.3B
2	AMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	147.24%	−9.1%	−14.9%	−42.4%	new	new	−62.3%	$994M
3	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.15%	−4.6%	−15.5%	−25.0%	new	new	−42.6%	$20M

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

MSTY vs DFII

MSTY

YieldMax MSTR Option Income Strategy

[…]

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

MeasureMSTYDFII

Fee1.03%0.85%

Cost on $10k a year$103$85

Yield147.24%20.15%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−62.3%−42.6%

Volatility · 1Y70.1%42.1%

3–1measures won
DFII first

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: MSTY, DFII, TDIV

Today

[…]holdings […]

MSTYDFIITDIV

MSTY—[…][…]

DFII[…]—[…]

TDIV[…][…]—

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

Income After Fees on $10,000

$14,621most kept, MSTY

MSTY$14,724 − $103 = $14,621

DFII$2,015 − $85 = $1,930

TDIV$147 − $50 = $97

KeptFee

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