TDVI vs PLTY

ATDVI

BPLTY

Measures won3–1TDVI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.75%TDVI · $75 on $10k

Most income79.88%PLTY · $7,988 on $10k

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

Held in common[…]TDVI and PLTY

TDVI

PLTY

FT Vest Technology Dividend Target Income ETF · $663MYieldMax PLTR Option Income Strategy ETF · $298M

+25.6%3 years · per year$19,831 · […][…]

[…]5 years · per year[…]

0.75%Expense ratio$75 · $107 on $10k · lower wins1.07%

8.01%12-mo yield$801 · $7,988 on $10k79.88%

−16.0%Worst dropSmaller wins−38.0%

20.8%VolatilityLower wins51.5%

3–1TDVI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsTDVI · PLTY

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

Held in common[…]

End-of-day Nov 6, 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%	8.01%	−0.1%	+12.7%	+10.3%	+25.6%	new	−16.0%	$663M
2	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$298M

End-of-day Nov 6, 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%	8.01%	−0.1%	+12.7%	+10.3%	+25.6%	new	−16.0%	$663M
2	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$298M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TDVI vs PLTY

TDVI

FT Vest Technology Dividend Target Income

[…]

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureTDVIPLTY

Fee0.75%1.07%

Cost on $10k a year$75$107

Yield8.01%79.88%

5 years, per year[…][…]

3 years, per year+25.6%[…]

Worst drop · 1Y−16.0%−38.0%

Volatility · 1Y20.8%51.5%

3–1measures won
TDVI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TDVI, PLTY

Today

[…]holdings […]

TDVIPLTY

TDVI—[…]

PLTY[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7,881most kept, PLTY

PLTY$7,988 − $107 = $7,881

TDVI$801 − $75 = $726

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee