TDVI vs SOXY

ATDVI

BSOXY

Measures won3–1TDVI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.75%TDVI · $75 on $10k

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

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

Held in common24.3%TDVI and SOXY

TDVI

SOXY

FT Vest Technology Dividend Target Income ETF · $658MYieldMax Target 12 Semiconductor Option Income ETF · $61M

+29.0%3 years · per year$21,466 · […][…]

[…]5 years · per year[…]

0.75%Expense ratio$75 · $106 on $10k · lower wins1.06%

7.55%12-mo yield$755 · $1,354 on $10k13.54%

−16.0%Worst dropSmaller wins−30.4%

20.1%VolatilityLower wins43.6%

3–1TDVI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsTDVI · SOXY

7.2%AVGO4.6%

9.7%TXN4.3%

3.9%TSM3.7%

3.6%ADI4.0%

Held in common24.3%

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							5Y/yr
1	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	7.55%	+0.8%	+19.6%	+15.8%	+29.0%	new	−16.0%	$658M
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							5Y/yr
1	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	7.55%	+0.8%	+19.6%	+15.8%	+29.0%	new	−16.0%	$658M
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

TDVI vs SOXY

TDVI

FT Vest Technology Dividend Target Income

[…]

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

MeasureTDVISOXY

Fee0.75%1.06%

Cost on $10k a year$75$106

Yield7.55%13.54%

5 years, per year[…][…]

3 years, per year+29.0%[…]

Worst drop · 1Y−16.0%−30.4%

Volatility · 1Y20.1%43.6%

3–1measures won
TDVI first

24.3%

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: TDVI, SOXY

Today

24.3%most shared, TDVI and SOXY

TDVISOXY

TDVI—24.3%

SOXY24.3%—

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

TDVI$755 − $75 = $680

KeptFee

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