TDIV vs GPTY

ATDIV

BGPTY

Measures won3–1TDIV wins · of 6 · 5Y

$10,000 · 5Y$21,049TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income143.74%MSTY · $14,374 on $10k

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

Held in common23.8%TDIV and GPTY

TDIV

GPTY

First Trust NASDAQ Technology Dividend Index Fund · $4.1BYieldMax AI & Tech Portfolio Option Income ETF · $117M

+27.4%3 years · per year$20,679 · […][…]

+16.1%5 years · per year$21,049 · […][…]

0.50%Expense ratio$50 · $106 on $10k · lower wins1.06%

1.42%12-mo yield$142 · $4,334 on $10k43.34%

−16.3%Worst dropSmaller wins−23.1%

21.7%VolatilityLower wins30.1%

3–1TDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDIV · GPTY

8.9%MSFT8.1%

6.8%AVGO5.1%

3.9%TSM5.8%

6.6%ORCL2.4%

Held in common23.8%

End-of-day Nov 9, 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%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	BGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	43.34%	+3.6%	+13.4%	+10.3%	new	new	−23.1%	$117M
3	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

End-of-day Nov 9, 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%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	BGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	43.34%	+3.6%	+13.4%	+10.3%	new	new	−23.1%	$117M
3	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TDIV vs GPTY

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,049

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

MeasureTDIVGPTY

Fee0.50%1.06%

Cost on $10k a year$50$106

Yield1.42%43.34%

5 years, per year+16.1%[…]

3 years, per year+27.4%[…]

Worst drop · 1Y−16.3%−23.1%

Volatility · 1Y21.7%30.1%

3–1measures won
TDIV first

23.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TDIV, GPTY, MSTY

Today

23.8%most shared, TDIV and GPTY

TDIVGPTYMSTY

TDIV—23.8%[…]

GPTY23.8%—[…]

MSTY[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$14,271most kept, MSTY

MSTY$14,374 − $103 = $14,271

GPTY$4,334 − $106 = $4,228

TDIV$142 − $50 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee