TDIV vs PLIB

ATDIV

BPLIB

Measures won1–1level · 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 common0.0%TDIV and PLIB

TDIV

PLIB

First Trust NASDAQ Technology Dividend Index Fund · $4.1BDirexion Shares ETF Trust - Direxion PLTR Defined Income Boost ETF · $2M

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

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

0.50%Expense ratio$50 · $99 on $10k · lower wins0.99%

1.42%12-mo yield$142 · $1,509 on $10k15.09%

−16.3%Worst dropSmaller wins[…]

21.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDIV · PLIB

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

Held in common0.0%

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	BPLIB	Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFRead Desk	0.99%	15.09%	+5.8%	new	new	new	new	[…]	$2M
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	BPLIB	Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFRead Desk	0.99%	15.09%	+5.8%	new	new	new	new	[…]	$2M
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 PLIB

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,049

PLIB

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost

[…]

MeasureTDIVPLIB

Fee0.50%0.99%

Cost on $10k a year$50$99

Yield1.42%15.09%

5 years, per year+16.1%[…]

3 years, per year+27.4%[…]

Worst drop · 1Y−16.3%[…]

Volatility · 1Y21.7%[…]

1–1measures won
level

0.0%

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, PLIB, MSTY

Today

0.0%most shared, TDIV and PLIB

TDIVPLIBMSTY

TDIV—0.0%[…]

PLIB0.0%—[…]

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

PLIB$1,509 − $99 = $1,410

TDIV$142 − $50 = $92

KeptFee

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