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 income143.74%MSTY · $14,374 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 · $305MFT Vest Technology Dividend Target Income ETF · $628M

[…]3 years · per year[…] · $20,093+26.2%

[…]5 years · per year[…]

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

76.26%12-mo yield$7,626 · $776 on $10k7.76%

−38.0%Worst dropSmaller wins−16.0%

51.3%VolatilityLower wins21.0%

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 9, 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%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M
2	BTDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	7.76%	+3.2%	+16.3%	+15.6%	+26.2%	new	−16.0%	$628M
3	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

End-of-day Nov 9, 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%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M
2	BTDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	7.76%	+3.2%	+16.3%	+15.6%	+26.2%	new	−16.0%	$628M
3	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

End-of-day Nov 9, 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

Yield76.26%7.76%

5 years, per year[…][…]

3 years, per year[…]+26.2%

Worst drop · 1Y−38.0%−16.0%

Volatility · 1Y51.3%21.0%

3–1measures won
TDVI first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PLTY, TDVI, MSTY

Today

[…]holdings […]

PLTYTDVIMSTY

PLTY—[…][…]

TDVI[…]—[…]

MSTY[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$14,271most kept, MSTY

MSTY$14,374 − $103 = $14,271

PLTY$7,626 − $107 = $7,519

TDVI$776 − $75 = $701

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee