SOXY vs TDIV

ASOXY

BTDIV

Measures won1–3TDIV wins · of 6 · 5Y

$10,000 · 5Y$20,505TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income14.41%SOXY · $1,441 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common24.5%SOXY and TDIV

SOXY

TDIV

YieldMax Target 12 Semiconductor Option Income ETF · $61MFirst Trust NASDAQ Technology Dividend Index Fund · $4.3B

[…]3 years · per year[…] · $20,674+27.4%

[…]5 years · per year[…] · $20,505+15.4%

1.06%Expense ratio$106 · $50 on $10k · lower wins0.50%

14.41%12-mo yield$1,441 · $147 on $10k1.47%

−38.6%Worst dropSmaller wins−16.3%

45.3%VolatilityLower wins21.5%

1–3TDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXY · TDIV

4.7%AVGO7.0%

4.4%TXN9.6%

3.7%TSM3.8%

3.6%QCOM4.1%

Held in common24.5%

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

Both

5Y2 funds

#			Trend
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$61M

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

Both

5Y2 funds

#			Trend
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$61M

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 TDIV

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,505

MeasureSOXYTDIV

Fee1.06%0.50%

Cost on $10k a year$106$50

Yield14.41%1.47%

5 years, per year[…]+15.4%

3 years, per year[…]+27.4%

Worst drop · 1Y−38.6%−16.3%

Volatility · 1Y45.3%21.5%

3–1measures won
TDIV first

24.5%

holdings shared

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SOXY, TDIV

Today

24.5%most shared, SOXY and TDIV

SOXYTDIV

SOXY—24.5%

TDIV24.5%—

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

Income After Fees on $10,000

$1,335most kept, SOXY

SOXY$1,441 − $106 = $1,335

TDIV$147 − $50 = $97

KeptFee

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