PLTY vs MST

APLTY

BMST

Measures won3–1PLTY wins · of 6 · 5Y

$10,000 · 5Y$21,993TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income222.23%MST · $22,223 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 · $341MLeveraged Long + Income MSTR ETF · $21M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

77.25%12-mo yield$7,725 · $22,223 on $10k222.23%

−41.4%Worst dropSmaller wins−92.7%

50.7%VolatilityLower wins144.6%

3–1PLTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPLTY · MST

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

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$341M
3	BMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	222.23%	+8.1%	−55.1%	−85.0%	new	new	−92.7%	$21M

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

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$341M
3	BMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	222.23%	+8.1%	−55.1%	−85.0%	new	new	−92.7%	$21M

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 MST

PLTY

YieldMax PLTR Option Income Strategy

[…]

MST

Leveraged Long + Income MSTR

[…]

MeasurePLTYMST

Fee1.07%2.02%

Cost on $10k a year$107$202

Yield77.25%222.23%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−41.4%−92.7%

Volatility · 1Y50.7%144.6%

3–1measures won
PLTY first

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PLTY, MST, TDIV

Today

[…]holdings […]

PLTYMSTTDIV

PLTY—[…][…]

MST[…]—[…]

TDIV[…][…]—

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

Income After Fees on $10,000

$22,021most kept, MST

MST$22,223 − $202 = $22,021

PLTY$7,725 − $107 = $7,618

TDIV$138 − $50 = $88

KeptFee

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