PLTY vs TEST

APLTY

BTEST

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$21,049TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income76.26%PLTY · $7,626 on $10k

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

Held in common[…]PLTY and TEST

PLTY

TEST

YieldMax PLTR Option Income Strategy ETF · $305MTidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETF · $2M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.07%Expense ratio$107 · $101 on $10k · lower wins1.01%

76.26%12-mo yield$7,626 · $2,767 on $10k27.67%

−38.0%Worst dropSmaller wins[…]

51.3%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPLTY · TEST

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 Four

5Y4 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M
3	BTEST	Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETFRead Desk	1.01%	27.67%	+4.3%	−11.8%	new	new	new	[…]	$2M
4	TDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	7.76%	+3.2%	+16.3%	+15.6%	+26.2%	new	−16.0%	$628M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M
3	BTEST	Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETFRead Desk	1.01%	27.67%	+4.3%	−11.8%	new	new	new	[…]	$2M
4	TDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	7.76%	+3.2%	+16.3%	+15.6%	+26.2%	new	−16.0%	$628M

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 TEST

PLTY

YieldMax PLTR Option Income Strategy

[…]

TEST

Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25

[…]

MeasurePLTYTEST

Fee1.07%1.01%

Cost on $10k a year$107$101

Yield76.26%27.67%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−38.0%[…]

Volatility · 1Y51.3%[…]

1–1measures won
level

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, TEST, TDVI, TDIV

Today

99.8%most shared, TDVI and TDIV

PLTYTESTTDVITDIV

PLTY—[…][…][…]

TEST[…]—[…][…]

TDVI[…][…]—99.8%

TDIV[…][…]99.8%—

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

Income After Fees on $10,000

$7,519most kept, PLTY

PLTY$7,626 − $107 = $7,519

TEST$2,767 − $101 = $2,666

TDVI$776 − $75 = $701

TDIV$142 − $50 = $92

KeptFee

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