SOXY vs DFII

ASOXY

BDFII

Measures won1–3DFII wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.85%DFII · $85 on $10k

Most income19.23%DFII · $1,923 on $10k

Smallest drop−30.4%SOXY · worst fall in 1Y

Held in common[…]SOXY and DFII

SOXY

DFII

YieldMax Target 12 Semiconductor Option Income ETF · $61MFT Vest Bitcoin Strategy & Target Income ETF · $20M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.06%Expense ratio$106 · $85 on $10k · lower wins0.85%

13.54%12-mo yield$1,354 · $1,923 on $10k19.23%

−30.4%Worst dropSmaller wins−42.9%

43.6%VolatilityLower wins42.2%

1–3DFII wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsSOXY · DFII

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	13.54%	−4.1%	+40.8%	+38.8%	new	new	−30.4%	$61M
2	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk		0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$20M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	13.54%	−4.1%	+40.8%	+38.8%	new	new	−30.4%	$61M
2	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk		0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$20M

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

SOXY vs DFII

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

MeasureSOXYDFII

Fee1.06%0.85%

Cost on $10k a year$106$85

Yield13.54%19.23%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−30.4%−42.9%

Volatility · 1Y43.6%42.2%

3–1measures won
DFII first

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: SOXY, DFII

Today

[…]holdings […]

SOXYDFII

SOXY—[…]

DFII[…]—

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

Income After Fees on $10,000

$1,838most kept, DFII

DFII$1,923 − $85 = $1,838

SOXY$1,354 − $106 = $1,248

KeptFee

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