TDV vs TDIV

ATDV

BTDIV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,993TDIV · TDV $18,163

Lowest cost0.45%TDV · $45 on $10k

Most income1.38%TDIV · $138 on $10k

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

Held in common32.5%TDV and TDIV

TDV

TDIV

ProShares - S&P Technology Dividend Aristocrats ETF · $277MFirst Trust NASDAQ Technology Dividend Index Fund · $4.3B

+22.4%3 years · per year$18,354 · $22,150+30.4%

+12.7%5 years · per year$18,163 · $21,993+17.1%

0.45%Expense ratio$45 · $50 on $10k · lower wins0.50%

1.03%12-mo yield$103 · $138 on $10k1.38%

−9.5%Worst dropSmaller wins−16.3%

19.5%VolatilityLower wins20.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTDV · TDIV

2.9%TXN9.7%

2.8%ADI3.6%

2.7%IBM8.6%

2.6%AVGO7.3%

Held in common32.5%

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	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	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

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	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B
2	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

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 TDIV

TDV

ProShares - S&P Technology Dividend Aristocrats

$18,163

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,993

MeasureTDVTDIV

Fee0.45%0.50%

Cost on $10k a year$45$50

Yield1.03%1.38%

5 years, per year+12.7%+17.1%

3 years, per year+22.4%+30.4%

Worst drop · 1Y−9.5%−16.3%

Volatility · 1Y19.5%20.8%

3–3measures won
level

32.5%

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, TDIV

Today

32.5%most shared, TDV and TDIV

TDVTDIV

TDV—32.5%

TDIV32.5%—

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

Income After Fees on $10,000

$88most kept, TDIV

TDIV$138 − $50 = $88

TDV$103 − $45 = $58

KeptFee

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