TDIV vs PLTY

ATDIV

BPLTY

Measures won3–1TDIV wins · of 6 · 5Y

$10,000 · 5Y$20,505TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income86.23%PLTY · $8,623 on $10k

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

Held in common[…]TDIV and PLTY

TDIV

PLTY

First Trust NASDAQ Technology Dividend Index Fund · $4.3BYieldMax PLTR Option Income Strategy ETF · $339M

+27.4%3 years · per year$20,674 · […][…]

+15.4%5 years · per year$20,505 · […][…]

0.50%Expense ratio$50 · $107 on $10k · lower wins1.07%

1.47%12-mo yield$147 · $8,623 on $10k86.23%

−16.3%Worst dropSmaller wins−38.0%

21.5%VolatilityLower wins51.4%

3–1TDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · PLTY

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

Held in common[…]

End-of-day Nov 5, 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%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	86.23%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$339M

End-of-day Nov 5, 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%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	86.23%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$339M

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

Cards for this view

TDIV vs PLTY

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,505

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureTDIVPLTY

Fee0.50%1.07%

Cost on $10k a year$50$107

Yield1.47%86.23%

5 years, per year+15.4%[…]

3 years, per year+27.4%[…]

Worst drop · 1Y−16.3%−38.0%

Volatility · 1Y21.5%51.4%

3–1measures won
TDIV first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TDIV, PLTY

Today

[…]holdings […]

TDIVPLTY

TDIV—[…]

PLTY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8,516most kept, PLTY

PLTY$8,623 − $107 = $8,516

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee