PLTY vs TDVI

APLTY

BTDVI

Measures won1–3TDVI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.75%TDVI · $75 on $10k

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

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

Held in common[…]PLTY and TDVI

PLTY

TDVI

YieldMax PLTR Option Income Strategy ETF · $298MFT Vest Technology Dividend Target Income ETF · $663M

[…]3 years · per year[…] · $19,831+25.6%

[…]5 years · per year[…]

1.07%Expense ratio$107 · $75 on $10k · lower wins0.75%

79.88%12-mo yield$7,988 · $801 on $10k8.01%

−38.0%Worst dropSmaller wins−16.0%

51.5%VolatilityLower wins20.8%

1–3TDVI wins

$10,000 · 5 yearsAll three, one scale

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

Shared top holdingsPLTY · TDVI

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

#									5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$298M
2	BTDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	8.01%	−0.1%	+12.7%	+10.3%	+25.6%	new	−16.0%	$663M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.61%	−0.3%	−14.5%	−26.5%	new	new	−41.2%	$1.3B

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

#									5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$298M
2	BTDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	8.01%	−0.1%	+12.7%	+10.3%	+25.6%	new	−16.0%	$663M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.61%	−0.3%	−14.5%	−26.5%	new	new	−41.2%	$1.3B

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 TDVI

PLTY

YieldMax PLTR Option Income Strategy

[…]

TDVI

FT Vest Technology Dividend Target Income

[…]

MeasurePLTYTDVI

Fee1.07%0.75%

Cost on $10k a year$107$75

Yield79.88%8.01%

5 years, per year[…][…]

3 years, per year[…]+25.6%

Worst drop · 1Y−38.0%−16.0%

Volatility · 1Y51.5%20.8%

3–1measures won
TDVI 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, TDVI, BTCI

Today

0.0%most shared, TDVI and BTCI

PLTYTDVIBTCI

PLTY—[…][…]

TDVI[…]—0.0%

BTCI[…]0.0%—

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

BTCI$3,161 − $99 = $3,062

TDVI$801 − $75 = $726

KeptFee

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