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 income31.51%BTCI · $3,151 on $10k

Smallest drop−38.6%SOXY · worst fall in 1Y

Held in common[…]SOXY and DFII

SOXY

DFII

YieldMax Target 12 Semiconductor Option Income ETF · $59MFT Vest Bitcoin Strategy & Target Income ETF · $21M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

14.41%12-mo yield$1,441 · $2,015 on $10k20.15%

−38.6%Worst dropSmaller wins−42.6%

45.3%VolatilityLower wins42.1%

1–3DFII wins

$10,000 · 5 yearsAll three, one 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 5, 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

#								3Y/yr	5Y/yr
1	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$59M
2	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.15%	−4.6%	−15.5%	−25.0%	new	new	−42.6%	$21M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.51%	−4.3%	−14.2%	−24.1%	new	new	−41.2%	$1.4B

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

All Three

5Y3 funds

#								3Y/yr	5Y/yr
1	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$59M
2	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.15%	−4.6%	−15.5%	−25.0%	new	new	−42.6%	$21M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	31.51%	−4.3%	−14.2%	−24.1%	new	new	−41.2%	$1.4B

End-of-day Nov 5, 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

Yield14.41%20.15%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−38.6%−42.6%

Volatility · 1Y45.3%42.1%

3–1measures won
DFII first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SOXY, DFII, BTCI

Today

0.0%most shared, SOXY and BTCI

SOXYDFIIBTCI

SOXY—[…]0.0%

DFII[…]—[…]

BTCI0.0%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$3,052most kept, BTCI

BTCI$3,151 − $99 = $3,052

DFII$2,015 − $85 = $1,930

SOXY$1,441 − $106 = $1,335

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee