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 income86.23%PLTY · $8,623 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 · $333MYieldMax 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%

86.23%12-mo yield$8,623 · $2,997 on $10k29.97%

−38.0%Worst dropSmaller wins[…]

51.4%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 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

#								3Y/yr	5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	86.23%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$333M
2	BMSST	YieldMax MSTR Performance & Distribution Target 25 ETFRead Desk	0.99%	29.97%	−7.7%	−18.2%	new	new	new	[…]	$6M
3	CHPY	YieldMax Semiconductor Portfolio Option Income ETFRead Desk	1.03%	58.65%	−12.8%	+21.4%	+25.9%	new	new	−38.2%	$1.2B

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

#								3Y/yr	5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	86.23%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$333M
2	BMSST	YieldMax MSTR Performance & Distribution Target 25 ETFRead Desk	0.99%	29.97%	−7.7%	−18.2%	new	new	new	[…]	$6M
3	CHPY	YieldMax Semiconductor Portfolio Option Income ETFRead Desk	1.03%	58.65%	−12.8%	+21.4%	+25.9%	new	new	−38.2%	$1.2B

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 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

Yield86.23%29.97%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−38.0%[…]

Volatility · 1Y51.4%[…]

1–1measures 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PLTY, MSST, CHPY

Today

[…]holdings […]

PLTYMSSTCHPY

PLTY—[…][…]

MSST[…]—[…]

CHPY[…][…]—

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

CHPY$5,865 − $103 = $5,762

MSST$2,997 − $99 = $2,898

KeptFee

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