TDIV vs SOXY

ATDIV

BSOXY

Measures won3–1TDIV wins · of 6 · 5Y

$10,000 · 5Y$21,639TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income12.00%SOXY · $1,200 on $10k

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

Held in common24.0%TDIV and SOXY

TDIV

SOXY

First Trust NASDAQ Technology Dividend Index Fund · $4.3BYieldMax Target 12 Semiconductor Option Income ETF · $60M

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

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

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

1.39%12-mo yield$139 · $1,200 on $10k12.00%

−16.3%Worst dropSmaller wins−29.0%

20.8%VolatilityLower wins43.5%

3–1TDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · SOXY

7.1%AVGO4.5%

9.3%TXN4.2%

3.9%TSM3.7%

3.6%ADI4.0%

Held in common24.0%

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

Both

5Y2 funds

#			Trend
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	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	12.00%	+1.3%	+45.4%	+43.5%	new	new	−29.0%	$60M

End-of-day Nov 3, 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%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
2	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	12.00%	+1.3%	+45.4%	+43.5%	new	new	−29.0%	$60M

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 SOXY

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,639

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

MeasureTDIVSOXY

Fee0.50%1.06%

Cost on $10k a year$50$106

Yield1.39%12.00%

5 years, per year+16.7%[…]

3 years, per year+30.3%[…]

Worst drop · 1Y−16.3%−29.0%

Volatility · 1Y20.8%43.5%

3–1measures won
TDIV first

24.0%

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, SOXY

Today

24.0%most shared, TDIV and SOXY

TDIVSOXY

TDIV—24.0%

SOXY24.0%—

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

Income After Fees on $10,000

$1,094most kept, SOXY

SOXY$1,200 − $106 = $1,094

TDIV$139 − $50 = $89

KeptFee

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