TDVI vs DFII

ATDVI

BDFII

Measures won3–1TDVI wins · of 6 · 5Y

$10,000 · 5Y$21,049TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income20.45%DFII · $2,045 on $10k

Smallest drop−16.0%TDVI · worst fall in 1Y

Held in common[…]TDVI and DFII

TDVI

DFII

FT Vest Technology Dividend Target Income ETF · $628MFT Vest Bitcoin Strategy & Target Income ETF · $20M

+26.2%3 years · per year$20,093 · […][…]

[…]5 years · per year[…]

0.75%Expense ratio$75 · $85 on $10k · lower wins0.85%

7.76%12-mo yield$776 · $2,045 on $10k20.45%

−16.0%Worst dropSmaller wins−42.6%

21.0%VolatilityLower wins41.9%

3–1TDVI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDVI · DFII

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	7.76%	+3.2%	+16.3%	+15.6%	+26.2%	new	−16.0%	$628M
3	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk	0.75%	7.76%	+3.2%	+16.3%	+15.6%	+26.2%	new	−16.0%	$628M
3	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TDVI vs DFII

TDVI

FT Vest Technology Dividend Target Income

[…]

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

MeasureTDVIDFII

Fee0.75%0.85%

Cost on $10k a year$75$85

Yield7.76%20.45%

5 years, per year[…][…]

3 years, per year+26.2%[…]

Worst drop · 1Y−16.0%−42.6%

Volatility · 1Y21.0%41.9%

3–1measures won
TDVI first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TDVI, DFII, TDIV

Today

99.8%most shared, TDVI and TDIV

TDVIDFIITDIV

TDVI—[…]99.8%

DFII[…]—[…]

TDIV99.8%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,960most kept, DFII

DFII$2,045 − $85 = $1,960

TDVI$776 − $75 = $701

TDIV$142 − $50 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee