TDV vs DFII

ATDV

BDFII

Measures won3–1TDV wins · of 6 · 5Y

$10,000 · 5Y$17,653TDV

Lowest cost0.45%TDV · $45 on $10k

Most income19.74%DFII · $1,974 on $10k

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

Held in common[…]TDV and DFII

TDV

DFII

ProShares - S&P Technology Dividend Aristocrats ETF · $275MFT Vest Bitcoin Strategy & Target Income ETF · $19M

+22.3%3 years · per year$18,275 · […][…]

+12.0%5 years · per year$17,653 · […][…]

0.45%Expense ratio$45 · $85 on $10k · lower wins0.85%

1.04%12-mo yield$104 · $1,974 on $10k19.74%

−9.5%Worst dropSmaller wins−44.5%

19.5%VolatilityLower wins42.2%

3–1TDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDV · DFII

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

Held in common[…]

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	ATDV	ProShares - S&P Technology Dividend Aristocrats ETFRead Desk		0.45%	1.04%	+0.9%	+20.7%	+19.1%	+22.3%	+12.0%	−9.5%	$275M
2	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk		0.85%	19.74%	+1.6%	−13.7%	−29.7%	new	new	−44.5%	$19M

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	ATDV	ProShares - S&P Technology Dividend Aristocrats ETFRead Desk		0.45%	1.04%	+0.9%	+20.7%	+19.1%	+22.3%	+12.0%	−9.5%	$275M
2	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk		0.85%	19.74%	+1.6%	−13.7%	−29.7%	new	new	−44.5%	$19M

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

TDV vs DFII

TDV

ProShares - S&P Technology Dividend Aristocrats

$17,653

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

MeasureTDVDFII

Fee0.45%0.85%

Cost on $10k a year$45$85

Yield1.04%19.74%

5 years, per year+12.0%[…]

3 years, per year+22.3%[…]

Worst drop · 1Y−9.5%−44.5%

Volatility · 1Y19.5%42.2%

3–1measures won
TDV first

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: TDV, DFII

Today

[…]holdings […]

TDVDFII

TDV—[…]

DFII[…]—

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

Income After Fees on $10,000

$1,889most kept, DFII

DFII$1,974 − $85 = $1,889

TDV$104 − $45 = $59

KeptFee

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