TDIV vs CEPI

ATDIV

BCEPI

Measures won3–1TDIV wins · of 6 · 5Y

$10,000 · 5Y$21,639TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income47.76%CEPI · $4,776 on $10k

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

Held in common3.9%TDIV and CEPI

TDIV

CEPI

First Trust NASDAQ Technology Dividend Index Fund · $4.3BREX Crypto Equity Premium Income ETF · $112M

+30.3%3 years · per year$22,101 · […][…]

+16.7%5 years · per year$21,639 · […][…]

0.50%Expense ratio$50 · $85 on $10k · lower wins0.85%

1.39%12-mo yield$139 · $4,776 on $10k47.76%

−16.3%Worst dropSmaller wins−21.0%

20.8%VolatilityLower wins30.3%

3–1TDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDIV · CEPI

3.9%TSM5.0%

Held in common3.9%

End-of-day Nov 3, 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

#
1	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
2	BCEPI	REX Crypto Equity Premium Income ETFRead Desk	0.85%	47.76%	+3.3%	+12.6%	−0.8%	new	new	−21.0%	$112M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	30.92%	+1.3%	−12.6%	−28.4%	new	new	−42.9%	$1.3B

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

All Three

5Y3 funds

#
1	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
2	BCEPI	REX Crypto Equity Premium Income ETFRead Desk	0.85%	47.76%	+3.3%	+12.6%	−0.8%	new	new	−21.0%	$112M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	30.92%	+1.3%	−12.6%	−28.4%	new	new	−42.9%	$1.3B

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

Cards for this view

TDIV vs CEPI

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,639

CEPI

REX Crypto Equity Premium Income

[…]

MeasureTDIVCEPI

Fee0.50%0.85%

Cost on $10k a year$50$85

Yield1.39%47.76%

5 years, per year+16.7%[…]

3 years, per year+30.3%[…]

Worst drop · 1Y−16.3%−21.0%

Volatility · 1Y20.8%30.3%

3–1measures won
TDIV first

3.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: TDIV, CEPI, BTCI

Today

3.9%most shared, TDIV and CEPI

TDIVCEPIBTCI

TDIV—3.9%0.0%

CEPI3.9%—0.0%

BTCI0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$4,691most kept, CEPI

CEPI$4,776 − $85 = $4,691

BTCI$3,092 − $99 = $2,993

TDIV$139 − $50 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee