SOXY vs TDV

ASOXY

BTDV

Measures won1–3TDV wins · of 6 · 5Y

$10,000 · 5Y$16,912TDV

Lowest cost0.45%TDV · $45 on $10k

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

Smallest drop−9.5%TDV · worst fall in 1Y

Held in common22.4%SOXY and TDV

SOXY

TDV

YieldMax Target 12 Semiconductor Option Income ETF · $59MProShares - S&P Technology Dividend Aristocrats ETF · $261M

[…]3 years · per year[…] · $17,129+19.6%

[…]5 years · per year[…] · $16,912+11.1%

1.06%Expense ratio$106 · $45 on $10k · lower wins0.45%

14.41%12-mo yield$1,441 · $109 on $10k1.09%

−38.6%Worst dropSmaller wins−9.5%

45.3%VolatilityLower wins20.3%

1–3TDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXY · TDV

4.4%TXN2.9%

4.0%ADI2.7%

3.0%MPWR2.6%

3.6%QCOM2.6%

Held in common22.4%

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	BTDV	ProShares - S&P Technology Dividend Aristocrats ETFRead Desk		0.45%	1.09%	−5.7%	+14.9%	+15.9%	+19.6%	+11.1%	−9.5%	$261M
2	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$59M

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	BTDV	ProShares - S&P Technology Dividend Aristocrats ETFRead Desk		0.45%	1.09%	−5.7%	+14.9%	+15.9%	+19.6%	+11.1%	−9.5%	$261M
2	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$59M

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 TDV

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

TDV

ProShares - S&P Technology Dividend Aristocrats

$16,912

MeasureSOXYTDV

Fee1.06%0.45%

Cost on $10k a year$106$45

Yield14.41%1.09%

5 years, per year[…]+11.1%

3 years, per year[…]+19.6%

Worst drop · 1Y−38.6%−9.5%

Volatility · 1Y45.3%20.3%

3–1measures won
TDV first

22.4%

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%

$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, TDV

Today

22.4%most shared, SOXY and TDV

SOXYTDV

SOXY—22.4%

TDV22.4%—

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

TDV$109 − $45 = $64

KeptFee

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