NVII vs PLTY

ANVII

BPLTY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$20,505TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income86.23%PLTY · $8,623 on $10k

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

Held in common[…]NVII and PLTY

NVII

PLTY

REX NVDA Growth & Income ETF · $102MYieldMax PLTR Option Income Strategy ETF · $333M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.49%Expense ratio$149 · $107 on $10k · lower wins1.07%

68.05%12-mo yield$6,805 · $8,623 on $10k86.23%

−26.7%Worst dropSmaller wins−38.0%

40.3%VolatilityLower wins51.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNVII · PLTY

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%	$4.4B
2	ANVII	REX NVDA Growth & Income ETFRead Desk	1.49%	68.05%	−11.8%	−3.6%	−8.8%	new	new	−26.7%	$102M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	86.23%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$333M

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%	$4.4B
2	ANVII	REX NVDA Growth & Income ETFRead Desk	1.49%	68.05%	−11.8%	−3.6%	−8.8%	new	new	−26.7%	$102M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	86.23%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$333M

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

NVII vs PLTY

NVII

REX NVDA Growth & Income

[…]

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureNVIIPLTY

Fee1.49%1.07%

Cost on $10k a year$149$107

Yield68.05%86.23%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−26.7%−38.0%

Volatility · 1Y40.3%51.4%

2–2measures 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NVII, PLTY, TDIV

Today

[…]holdings […]

NVIIPLTYTDIV

NVII—[…][…]

PLTY[…]—[…]

TDIV[…][…]—

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

Income After Fees on $10,000

$8,516most kept, PLTY

PLTY$8,623 − $107 = $8,516

NVII$6,805 − $149 = $6,656

TDIV$147 − $50 = $97

KeptFee

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