SOXY vs TDVI

ASOXY

BTDVI

Measures won1–3TDVI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.75%TDVI · $75 on $10k

Most income13.95%SOXY · $1,395 on $10k

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

Held in common24.3%SOXY and TDVI

SOXY

TDVI

YieldMax Target 12 Semiconductor Option Income ETF · $59MFT Vest Technology Dividend Target Income ETF · $663M

[…]3 years · per year[…] · $19,831+25.6%

[…]5 years · per year[…]

1.06%Expense ratio$106 · $75 on $10k · lower wins0.75%

13.95%12-mo yield$1,395 · $801 on $10k8.01%

−38.6%Worst dropSmaller wins−16.0%

45.3%VolatilityLower wins20.8%

1–3TDVI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsSOXY · TDVI

4.8%AVGO6.7%

4.5%TXN9.1%

3.7%QCOM3.9%

3.8%TSM3.6%

Held in common24.3%

End-of-day Nov 6, 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							5Y/yr
1	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	13.95%	+3.3%	+28.4%	+28.5%	new	new	−38.6%	$59M
2	BTDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	8.01%	−0.1%	+12.7%	+10.3%	+25.6%	new	−16.0%	$663M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	13.95%	+3.3%	+28.4%	+28.5%	new	new	−38.6%	$59M
2	BTDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	8.01%	−0.1%	+12.7%	+10.3%	+25.6%	new	−16.0%	$663M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SOXY vs TDVI

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

TDVI

FT Vest Technology Dividend Target Income

[…]

MeasureSOXYTDVI

Fee1.06%0.75%

Cost on $10k a year$106$75

Yield13.95%8.01%

5 years, per year[…][…]

3 years, per year[…]+25.6%

Worst drop · 1Y−38.6%−16.0%

Volatility · 1Y45.3%20.8%

3–1measures won
TDVI first

24.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SOXY, TDVI

Today

24.3%most shared, SOXY and TDVI

SOXYTDVI

SOXY—24.3%

TDVI24.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,289most kept, SOXY

SOXY$1,395 − $106 = $1,289

TDVI$801 − $75 = $726

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee