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 income143.74%MSTY · $14,374 on $10k

Smallest drop−38.0%PLTY · worst fall in 1Y

Held in common[…]PLTY and MSST

PLTY

MSST

YieldMax PLTR Option Income Strategy ETF · $305MYieldMax 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%

76.26%12-mo yield$7,626 · $3,061 on $10k30.61%

−38.0%Worst dropSmaller wins[…]

51.3%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, 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 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#								3Y/yr	5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M
2	BMSST	YieldMax MSTR Performance & Distribution Target 25 ETFRead Desk	0.99%	30.61%	−1.7%	−19.9%	new	new	new	[…]	$6M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.99%	−1.2%	−15.5%	−25.6%	new	new	−41.2%	$1.3B
4	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

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

All Four

5Y4 funds

#								3Y/yr	5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M
2	BMSST	YieldMax MSTR Performance & Distribution Target 25 ETFRead Desk	0.99%	30.61%	−1.7%	−19.9%	new	new	new	[…]	$6M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.99%	−1.2%	−15.5%	−25.6%	new	new	−41.2%	$1.3B
4	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

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 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

Yield76.26%30.61%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−38.0%[…]

Volatility · 1Y51.3%[…]

1–1measures won
level

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, MSST, BTCI, MSTY

Today

[…]holdings […]

PLTYMSSTBTCIMSTY

PLTY—[…][…][…]

MSST[…]—[…][…]

BTCI[…][…]—[…]

MSTY[…][…][…]—

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

Income After Fees on $10,000

$14,271most kept, MSTY

MSTY$14,374 − $103 = $14,271

PLTY$7,626 − $107 = $7,519

BTCI$3,199 − $99 = $3,100

MSST$3,061 − $99 = $2,962

KeptFee

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