TDV vs SOXY

ATDV

BSOXY

Measures won3–1TDV wins · of 6 · 5Y

$10,000 · 5Y$18,163TDV

Lowest cost0.45%TDV · $45 on $10k

Most income13.54%SOXY · $1,354 on $10k

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

Held in common23.1%TDV and SOXY

TDV

SOXY

ProShares - S&P Technology Dividend Aristocrats ETF · $277MYieldMax Target 12 Semiconductor Option Income ETF · $61M

+22.4%3 years · per year$18,354 · […][…]

+12.7%5 years · per year$18,163 · […][…]

0.45%Expense ratio$45 · $106 on $10k · lower wins1.06%

1.03%12-mo yield$103 · $1,354 on $10k13.54%

−9.5%Worst dropSmaller wins−30.4%

19.5%VolatilityLower wins43.6%

3–1TDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDV · SOXY

2.9%TXN4.3%

2.8%MPWR3.0%

2.8%ADI4.0%

2.6%AVGO4.6%

Held in common23.1%

End-of-day Nov 4, 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%	1.03%	+0.9%	+21.8%	+20.4%	+22.4%	+12.7%	−9.5%	$277M
2	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	13.54%	−4.1%	+40.8%	+38.8%	new	new	−30.4%	$61M

End-of-day Nov 4, 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%	1.03%	+0.9%	+21.8%	+20.4%	+22.4%	+12.7%	−9.5%	$277M
2	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	13.54%	−4.1%	+40.8%	+38.8%	new	new	−30.4%	$61M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TDV vs SOXY

TDV

ProShares - S&P Technology Dividend Aristocrats

$18,163

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

MeasureTDVSOXY

Fee0.45%1.06%

Cost on $10k a year$45$106

Yield1.03%13.54%

5 years, per year+12.7%[…]

3 years, per year+22.4%[…]

Worst drop · 1Y−9.5%−30.4%

Volatility · 1Y19.5%43.6%

3–1measures won
TDV first

23.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TDV, SOXY

Today

23.1%most shared, TDV and SOXY

TDVSOXY

TDV—23.1%

SOXY23.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,248most kept, SOXY

SOXY$1,354 − $106 = $1,248

TDV$103 − $45 = $58

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee