TDIV vs DFII

ATDIV

BDFII

Measures won3–1TDIV wins · of 6 · 5Y

$10,000 · 5Y$21,993TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income19.23%DFII · $1,923 on $10k

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

Held in common[…]TDIV and DFII

TDIV

DFII

First Trust NASDAQ Technology Dividend Index Fund · $4.3BFT Vest Bitcoin Strategy & Target Income ETF · $19M

+30.4%3 years · per year$22,150 · […][…]

+17.1%5 years · per year$21,993 · […][…]

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

1.38%12-mo yield$138 · $1,923 on $10k19.23%

−16.3%Worst dropSmaller wins−42.9%

20.8%VolatilityLower wins42.2%

3–1TDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · DFII

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk		0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$19M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk		0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$19M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TDIV vs DFII

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,993

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

MeasureTDIVDFII

Fee0.50%0.85%

Cost on $10k a year$50$85

Yield1.38%19.23%

5 years, per year+17.1%[…]

3 years, per year+30.4%[…]

Worst drop · 1Y−16.3%−42.9%

Volatility · 1Y20.8%42.2%

3–1measures won
TDIV first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TDIV, DFII

Today

[…]holdings […]

TDIVDFII

TDIV—[…]

DFII[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,838most kept, DFII

DFII$1,923 − $85 = $1,838

TDIV$138 − $50 = $88

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee