PLTY vs APLY

APLTY

BAPLY

Measures won1–3APLY 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−11.8%APLY · worst fall in 1Y

Held in common[…]PLTY and APLY

PLTY

APLY

YieldMax PLTR Option Income Strategy ETF · $305MYieldMax AAPL Option Income Strategy ETF · $109M

[…]3 years · per year[…] · $15,759+16.4%

[…]5 years · per year[…]

1.07%Expense ratio$107 · $104 on $10k · lower wins1.04%

76.26%12-mo yield$7,626 · $3,078 on $10k30.78%

−38.0%Worst dropSmaller wins−11.8%

51.3%VolatilityLower wins21.4%

1–3APLY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPLTY · APLY

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	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M
3	BAPLY	YieldMax AAPL Option Income Strategy ETFRead Desk	1.04%	30.78%	+2.4%	+18.7%	+19.7%	+16.4%	new	−11.8%	$109M

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	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M
3	BAPLY	YieldMax AAPL Option Income Strategy ETFRead Desk	1.04%	30.78%	+2.4%	+18.7%	+19.7%	+16.4%	new	−11.8%	$109M

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

PLTY vs APLY

PLTY

YieldMax PLTR Option Income Strategy

[…]

APLY

YieldMax AAPL Option Income Strategy

[…]

MeasurePLTYAPLY

Fee1.07%1.04%

Cost on $10k a year$107$104

Yield76.26%30.78%

5 years, per year[…][…]

3 years, per year[…]+16.4%

Worst drop · 1Y−38.0%−11.8%

Volatility · 1Y51.3%21.4%

3–1measures won
APLY 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%

$120BAssets$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: PLTY, APLY, TDIV

Today

[…]holdings […]

PLTYAPLYTDIV

PLTY—[…][…]

APLY[…]—[…]

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

APLY$3,078 − $104 = $2,974

TDIV$142 − $50 = $92

KeptFee

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