PLTY vs TDIV

APLTY

BTDIV

Measures won1–3TDIV wins · of 6 · 5Y

$10,000 · 5Y$20,484TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income79.88%PLTY · $7,988 on $10k

Smallest drop−16.0%TDVI · worst fall in 1Y

Held in common[…]PLTY and TDIV

PLTY

TDIV

YieldMax PLTR Option Income Strategy ETF · $298MFirst Trust NASDAQ Technology Dividend Index Fund · $4.4B

[…]3 years · per year[…] · $20,418+26.9%

[…]5 years · per year[…] · $20,484+15.4%

1.07%Expense ratio$107 · $50 on $10k · lower wins0.50%

79.88%12-mo yield$7,988 · $147 on $10k1.47%

−38.0%Worst dropSmaller wins−16.3%

51.5%VolatilityLower wins21.5%

1–3TDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPLTY · TDIV

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 Three

5Y3 funds

#
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.4B
2	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$298M
3	TDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	8.01%	−0.1%	+12.7%	+10.3%	+25.6%	new	−16.0%	$663M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.4B
2	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$298M
3	TDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	8.01%	−0.1%	+12.7%	+10.3%	+25.6%	new	−16.0%	$663M

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 TDIV

PLTY

YieldMax PLTR Option Income Strategy

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,484

MeasurePLTYTDIV

Fee1.07%0.50%

Cost on $10k a year$107$50

Yield79.88%1.47%

5 years, per year[…]+15.4%

3 years, per year[…]+26.9%

Worst drop · 1Y−38.0%−16.3%

Volatility · 1Y51.5%21.5%

3–1measures won
TDIV 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PLTY, TDIV, TDVI

Today

99.5%most shared, TDIV and TDVI

PLTYTDIVTDVI

PLTY—[…][…]

TDIV[…]—99.5%

TDVI[…]99.5%—

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

Income After Fees on $10,000

$7,881most kept, PLTY

PLTY$7,988 − $107 = $7,881

TDVI$801 − $75 = $726

TDIV$147 − $50 = $97

KeptFee

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