PLTY vs MSST

APLTY

BMSST

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.99%MSST · $99 on $10k

Most income77.25%PLTY · $7,725 on $10k

Smallest drop−41.4%PLTY · worst fall in 1Y

Held in common[…]PLTY and MSST

PLTY

MSST

YieldMax PLTR Option Income Strategy ETF · $339MYieldMax MSTR Performance & Distribution Target 25 ETF · $6M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

77.25%12-mo yield$7,725 · $2,767 on $10k27.67%

−41.4%Worst dropSmaller wins[…]

50.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsPLTY · MSST

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

All Three

5Y3 funds

#								3Y/yr	5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$339M
2	BMSST	YieldMax MSTR Performance & Distribution Target 25 ETFRead Desk	0.99%	27.67%	+4.6%	−11.4%	new	new	new	[…]	$6M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	30.14%	+2.6%	−10.3%	−24.7%	new	new	−41.4%	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#								3Y/yr	5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$339M
2	BMSST	YieldMax MSTR Performance & Distribution Target 25 ETFRead Desk	0.99%	27.67%	+4.6%	−11.4%	new	new	new	[…]	$6M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	30.14%	+2.6%	−10.3%	−24.7%	new	new	−41.4%	$1.3B

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

PLTY vs MSST

PLTY

YieldMax PLTR Option Income Strategy

[…]

MSST

YieldMax MSTR Performance & Distribution Target 25

[…]

MeasurePLTYMSST

Fee1.07%0.99%

Cost on $10k a year$107$99

Yield77.25%27.67%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−41.4%[…]

Volatility · 1Y50.7%[…]

1–1measures won
level

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: PLTY, MSST, BTCI

Today

[…]holdings […]

PLTYMSSTBTCI

PLTY—[…][…]

MSST[…]—[…]

BTCI[…][…]—

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

Income After Fees on $10,000

$7,618most kept, PLTY

PLTY$7,725 − $107 = $7,618

BTCI$3,014 − $99 = $2,915

MSST$2,767 − $99 = $2,668

KeptFee

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