PLTY vs MST

APLTY

BMST

Measures won3–1PLTY wins · of 6 · 5Y

$10,000 · 5Y$21,049TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income249.66%MST · $24,966 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common[…]PLTY and MST

PLTY

MST

YieldMax PLTR Option Income Strategy ETF · $305MLeveraged Long + Income MSTR ETF · $20M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.07%Expense ratio$107 · $202 on $10k · lower wins2.02%

76.26%12-mo yield$7,626 · $24,966 on $10k249.66%

−38.0%Worst dropSmaller wins−91.2%

51.3%VolatilityLower wins144.5%

3–1PLTY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPLTY · MST

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

#
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	BMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	249.66%	−6.6%	−65.0%	−85.5%	new	new	−91.2%	$20M
4	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.99%	−1.2%	−15.5%	−25.6%	new	new	−41.2%	$1.3B

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

#
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	BMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	249.66%	−6.6%	−65.0%	−85.5%	new	new	−91.2%	$20M
4	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.99%	−1.2%	−15.5%	−25.6%	new	new	−41.2%	$1.3B

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 MST

PLTY

YieldMax PLTR Option Income Strategy

[…]

MST

Leveraged Long + Income MSTR

[…]

MeasurePLTYMST

Fee1.07%2.02%

Cost on $10k a year$107$202

Yield76.26%249.66%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−38.0%−91.2%

Volatility · 1Y51.3%144.5%

3–1measures won
PLTY 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, MST, BTCI, TDIV

Today

0.0%most shared, BTCI and TDIV

PLTYMSTBTCITDIV

PLTY—[…][…][…]

MST[…]—[…][…]

BTCI[…][…]—0.0%

TDIV[…][…]0.0%—

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

Income After Fees on $10,000

$24,764most kept, MST

MST$24,966 − $202 = $24,764

PLTY$7,626 − $107 = $7,519

BTCI$3,199 − $99 = $3,100

TDIV$142 − $50 = $92

KeptFee

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