PLTY vs MST

APLTY

BMST

Measures won3–1PLTY wins · of 6 · 5Y

$10,000 · 5Y$20,484TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income233.16%MST · $23,316 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%

79.88%12-mo yield$7,988 · $23,316 on $10k233.16%

−38.0%Worst dropSmaller wins−92.2%

51.5%VolatilityLower wins144.9%

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 6, 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%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.1B
2	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$305M
3	BMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	233.16%	+0.1%	−62.6%	−86.6%	new	new	−92.2%	$20M
4	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	141.47%	+0.2%	−14.7%	−44.1%	new	new	−62.3%	$947M

End-of-day Nov 6, 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%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.1B
2	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$305M
3	BMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	233.16%	+0.1%	−62.6%	−86.6%	new	new	−92.2%	$20M
4	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	141.47%	+0.2%	−14.7%	−44.1%	new	new	−62.3%	$947M

End-of-day Nov 6, 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

Yield79.88%233.16%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−38.0%−92.2%

Volatility · 1Y51.5%144.9%

3–1measures won
PLTY first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PLTY, MST, MSTY, TDIV

Today

[…]holdings […]

PLTYMSTMSTYTDIV

PLTY—[…][…][…]

MST[…]—[…][…]

MSTY[…][…]—[…]

TDIV[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$23,114most kept, MST

MST$23,316 − $202 = $23,114

MSTY$14,147 − $103 = $14,044

PLTY$7,988 − $107 = $7,881

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee