MSTY vs TDIV

AMSTY

BTDIV

Measures won1–3TDIV wins · of 6 · 5Y

$10,000 · 5Y$21,993TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income133.90%MSTY · $13,390 on $10k

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

Held in common[…]MSTY and TDIV

MSTY

TDIV

YieldMax MSTR Option Income Strategy ETF · $994MFirst Trust NASDAQ Technology Dividend Index Fund · $4.3B

[…]3 years · per year[…] · $22,150+30.4%

[…]5 years · per year[…] · $21,993+17.1%

1.03%Expense ratio$103 · $50 on $10k · lower wins0.50%

133.90%12-mo yield$13,390 · $138 on $10k1.38%

−63.6%Worst dropSmaller wins−16.3%

69.9%VolatilityLower wins20.8%

1–3TDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSTY · 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

Both

5Y2 funds

#			Trend
1	BTDIV	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	AMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk		1.03%	133.90%	+4.3%	−7.5%	−41.3%	new	new	−63.6%	$994M

End-of-day Nov 4, 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%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	AMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk		1.03%	133.90%	+4.3%	−7.5%	−41.3%	new	new	−63.6%	$994M

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

MSTY vs TDIV

MSTY

YieldMax MSTR Option Income Strategy

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,993

MeasureMSTYTDIV

Fee1.03%0.50%

Cost on $10k a year$103$50

Yield133.90%1.38%

5 years, per year[…]+17.1%

3 years, per year[…]+30.4%

Worst drop · 1Y−63.6%−16.3%

Volatility · 1Y69.9%20.8%

3–1measures won
TDIV 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: MSTY, TDIV

Today

[…]holdings […]

MSTYTDIV

MSTY—[…]

TDIV[…]—

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

Income After Fees on $10,000

$13,287most kept, MSTY

MSTY$13,390 − $103 = $13,287

TDIV$138 − $50 = $88

KeptFee

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