NVIT vs PLTY

ANVIT

BPLTY

Measures won0–2PLTY wins · of 6 · 5Y

$10,000 · 5Y$21,049TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income76.26%PLTY · $7,626 on $10k

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

Held in common[…]NVIT and PLTY

NVIT

PLTY

YieldMax NVDA Performance & Distribution Target 25 ETF · $15MYieldMax PLTR Option Income Strategy ETF · $305M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.08%Expense ratio$108 · $107 on $10k · lower wins1.07%

28.64%12-mo yield$2,864 · $7,626 on $10k76.26%

[…]Worst dropSmaller wins−38.0%

[…]VolatilityLower wins51.3%

0–2PLTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNVIT · PLTY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	ANVIT	YieldMax NVDA Performance & Distribution Target 25 ETFRead Desk	1.08%	28.64%	−4.1%	+1.0%	new	new	new	[…]	$15M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M

End-of-day Nov 9, 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%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	ANVIT	YieldMax NVDA Performance & Distribution Target 25 ETFRead Desk	1.08%	28.64%	−4.1%	+1.0%	new	new	new	[…]	$15M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NVIT vs PLTY

NVIT

YieldMax NVDA Performance & Distribution Target 25

[…]

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureNVITPLTY

Fee1.08%1.07%

Cost on $10k a year$108$107

Yield28.64%76.26%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−38.0%

Volatility · 1Y[…]51.3%

2–0measures won
PLTY first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: NVIT, PLTY, TDIV

Today

[…]holdings […]

NVITPLTYTDIV

NVIT—[…][…]

PLTY[…]—[…]

TDIV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7,519most kept, PLTY

PLTY$7,626 − $107 = $7,519

NVIT$2,864 − $108 = $2,756

TDIV$142 − $50 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee