PLTY vs MSTY

APLTY

BMSTY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.99%BTCI · $99 on $10k

Most income148.48%MSTY · $14,848 on $10k

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

Held in common[…]PLTY and MSTY

PLTY

MSTY

YieldMax PLTR Option Income Strategy ETF · $333MYieldMax MSTR Option Income Strategy ETF · $1.0B

[…]3 years · per year[…]

[…]5 years · per year[…]

1.07%Expense ratio$107 · $103 on $10k · lower wins1.03%

87.02%12-mo yield$8,702 · $14,848 on $10k148.48%

−38.0%Worst dropSmaller wins−62.3%

51.4%VolatilityLower wins70.1%

2–2Level

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsPLTY · MSTY

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%	87.02%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$333M
2	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	148.48%	−9.1%	−14.9%	−42.4%	new	new	−62.3%	$1.0B
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.51%	−4.3%	−14.2%	−24.1%	new	new	−41.2%	$1.4B

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%	87.02%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$333M
2	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	148.48%	−9.1%	−14.9%	−42.4%	new	new	−62.3%	$1.0B
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.51%	−4.3%	−14.2%	−24.1%	new	new	−41.2%	$1.4B

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 MSTY

PLTY

YieldMax PLTR Option Income Strategy

[…]

MSTY

YieldMax MSTR Option Income Strategy

[…]

MeasurePLTYMSTY

Fee1.07%1.03%

Cost on $10k a year$107$103

Yield87.02%148.48%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−38.0%−62.3%

Volatility · 1Y51.4%70.1%

2–2measures 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, MSTY, BTCI

Today

[…]holdings […]

PLTYMSTYBTCI

PLTY—[…][…]

MSTY[…]—[…]

BTCI[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$14,745most kept, MSTY

MSTY$14,848 − $103 = $14,745

PLTY$8,702 − $107 = $8,595

BTCI$3,151 − $99 = $3,052

KeptFee

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