TDIV vs TDV

ATDIV

BTDV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,484TDIV · TDV $16,864

Lowest cost0.45%TDV · $45 on $10k

Most income1.47%TDIV · $147 on $10k

Smallest drop−9.5%TDV · worst fall in 1Y

Held in common32.2%TDIV and TDV

TDIV

TDV

First Trust NASDAQ Technology Dividend Index Fund · $4.4BProShares - S&P Technology Dividend Aristocrats ETF · $261M

+26.9%3 years · per year$20,418 · $17,039+19.4%

+15.4%5 years · per year$20,484 · $16,864+11.0%

0.50%Expense ratio$50 · $45 on $10k · lower wins0.45%

1.47%12-mo yield$147 · $109 on $10k1.09%

−16.3%Worst dropSmaller wins−9.5%

21.5%VolatilityLower wins20.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · TDV

9.0%MSFT2.8%

9.0%IBM2.8%

9.1%TXN2.8%

6.6%ORCL2.5%

Held in common32.2%

End-of-day Nov 6, 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%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.4B
2	BTDV	ProShares - S&P Technology Dividend Aristocrats ETFRead Desk		0.45%	1.09%	+0.1%	+14.9%	+14.0%	+19.4%	+11.0%	−9.5%	$261M

End-of-day Nov 6, 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%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.4B
2	BTDV	ProShares - S&P Technology Dividend Aristocrats ETFRead Desk		0.45%	1.09%	+0.1%	+14.9%	+14.0%	+19.4%	+11.0%	−9.5%	$261M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TDIV vs TDV

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,484

TDV

ProShares - S&P Technology Dividend Aristocrats

$16,864

MeasureTDIVTDV

Fee0.50%0.45%

Cost on $10k a year$50$45

Yield1.47%1.09%

5 years, per year+15.4%+11.0%

3 years, per year+26.9%+19.4%

Worst drop · 1Y−16.3%−9.5%

Volatility · 1Y21.5%20.2%

3–3measures won
level

32.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TDIV, TDV

Today

32.2%most shared, TDIV and TDV

TDIVTDV

TDIV—32.2%

TDV32.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, TDIV

TDIV$147 − $50 = $97

TDV$109 − $45 = $64

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee