PLTY vs PLIB

APLTY

BPLIB

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.99%PLIB · $99 on $10k

Most income77.25%PLTY · $7,725 on $10k

Smallest drop−29.6%CHPY · worst fall in 1Y

Held in common[…]PLTY and PLIB

PLTY

PLIB

YieldMax PLTR Option Income Strategy ETF · $339MDirexion Shares ETF Trust - Direxion PLTR Defined Income Boost ETF · $3M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.07%Expense ratio$107 · $99 on $10k · lower wins0.99%

77.25%12-mo yield$7,725 · $1,491 on $10k14.91%

−41.4%Worst dropSmaller wins[…]

50.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

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

Shared top holdingsPLTY · PLIB

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

#								3Y/yr	5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$339M
2	BPLIB	Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFRead Desk	0.99%	14.91%	−2.2%	new	new	new	new	[…]	$3M
3	CHPY	YieldMax Semiconductor Portfolio Option Income ETFRead Desk	1.03%	51.98%	−3.4%	+38.2%	+38.3%	new	new	−29.6%	$1.3B

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

#								3Y/yr	5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$339M
2	BPLIB	Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFRead Desk	0.99%	14.91%	−2.2%	new	new	new	new	[…]	$3M
3	CHPY	YieldMax Semiconductor Portfolio Option Income ETFRead Desk	1.03%	51.98%	−3.4%	+38.2%	+38.3%	new	new	−29.6%	$1.3B

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 PLIB

PLTY

YieldMax PLTR Option Income Strategy

[…]

PLIB

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost

[…]

MeasurePLTYPLIB

Fee1.07%0.99%

Cost on $10k a year$107$99

Yield77.25%14.91%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−41.4%[…]

Volatility · 1Y50.7%[…]

1–1measures won
level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PLTY, PLIB, CHPY

Today

0.0%most shared, PLIB and CHPY

PLTYPLIBCHPY

PLTY—[…][…]

PLIB[…]—0.0%

CHPY[…]0.0%—

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

Income After Fees on $10,000

$7,618most kept, PLTY

PLTY$7,725 − $107 = $7,618

CHPY$5,198 − $103 = $5,095

PLIB$1,491 − $99 = $1,392

KeptFee

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