PLTY vs BTCI

APLTY

BBTCI

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[…]PLTY and BTCI

PLTY

BTCI

YieldMax PLTR Option Income Strategy ETF · $339MNEOS Bitcoin High Income ETF · $1.3B

[…]3 years · per year[…]

[…]5 years · per year[…]

1.07%Expense ratio$107 · $99 on $10k · lower wins0.99%

86.23%12-mo yield$8,623 · $3,151 on $10k31.51%

−38.0%Worst dropSmaller wins−41.2%

51.4%VolatilityLower wins39.9%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPLTY · BTCI

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	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	86.23%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$339M
3	BBTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.51%	−4.3%	−14.2%	−24.1%	new	new	−41.2%	$1.3B

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	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	86.23%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$339M
3	BBTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.51%	−4.3%	−14.2%	−24.1%	new	new	−41.2%	$1.3B

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

PLTY vs BTCI

PLTY

YieldMax PLTR Option Income Strategy

[…]

BTCI

NEOS Bitcoin High Income

[…]

MeasurePLTYBTCI

Fee1.07%0.99%

Cost on $10k a year$107$99

Yield86.23%31.51%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−38.0%−41.2%

Volatility · 1Y51.4%39.9%

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%

$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: PLTY, BTCI, TDIV

Today

0.0%most shared, BTCI and TDIV

PLTYBTCITDIV

PLTY—[…][…]

BTCI[…]—0.0%

TDIV[…]0.0%—

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

BTCI$3,151 − $99 = $3,052

TDIV$147 − $50 = $97

KeptFee

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