TDVI vs MSTY

ATDVI

BMSTY

Measures won3–1TDVI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.75%TDVI · $75 on $10k

Most income143.74%MSTY · $14,374 on $10k

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

Held in common[…]TDVI and MSTY

TDVI

MSTY

FT Vest Technology Dividend Target Income ETF · $628MYieldMax MSTR Option Income Strategy ETF · $947M

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

[…]5 years · per year[…]

0.75%Expense ratio$75 · $103 on $10k · lower wins1.03%

7.76%12-mo yield$776 · $14,374 on $10k143.74%

−16.0%Worst dropSmaller wins−60.3%

21.0%VolatilityLower wins69.8%

3–1TDVI wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTDVI · MSTY

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

Both

5Y2 funds

#			Trend							5Y/yr
1	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
2	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk		1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	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
2	BMSTY	YieldMax MSTR Option Income Strategy ETFRead Desk		1.03%	143.74%	−1.6%	−16.0%	−41.2%	new	new	−60.3%	$947M

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 MSTY

TDVI

FT Vest Technology Dividend Target Income

[…]

MSTY

YieldMax MSTR Option Income Strategy

[…]

MeasureTDVIMSTY

Fee0.75%1.03%

Cost on $10k a year$75$103

Yield7.76%143.74%

5 years, per year[…][…]

3 years, per year+26.2%[…]

Worst drop · 1Y−16.0%−60.3%

Volatility · 1Y21.0%69.8%

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%

$120BAssets$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, MSTY

Today

[…]holdings […]

TDVIMSTY

TDVI—[…]

MSTY[…]—

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

Income After Fees on $10,000

$14,271most kept, MSTY

MSTY$14,374 − $103 = $14,271

TDVI$776 − $75 = $701

KeptFee

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