TDVI vs TDIV

ATDVI

BTDIV

Measures won3–2TDVI wins · of 6 · 5Y

$10,000 · 5Y$21,639TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income7.61%TDVI · $761 on $10k

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

Held in common99.6%TDVI and TDIV

TDVI

TDIV

FT Vest Technology Dividend Target Income ETF · $652MFirst Trust NASDAQ Technology Dividend Index Fund · $4.3B

+28.9%3 years · per year$21,419 · $22,101+30.3%

[…]5 years · per year[…] · $21,639+16.7%

0.75%Expense ratio$75 · $50 on $10k · lower wins0.50%

7.61%12-mo yield$761 · $139 on $10k1.39%

−16.0%Worst dropSmaller wins−16.3%

20.1%VolatilityLower wins20.8%

3–2TDVI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDVI · TDIV

9.3%TXN9.3%

8.9%IBM8.9%

8.3%MSFT8.3%

7.1%AVGO7.1%

Held in common99.6%

End-of-day Nov 3, 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%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
2	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	7.61%	+0.9%	+18.6%	+14.7%	+28.9%	new	−16.0%	$652M

End-of-day Nov 3, 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%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
2	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	7.61%	+0.9%	+18.6%	+14.7%	+28.9%	new	−16.0%	$652M

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

Cards for this view

TDVI vs TDIV

TDVI

FT Vest Technology Dividend Target Income

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,639

MeasureTDVITDIV

Fee0.75%0.50%

Cost on $10k a year$75$50

Yield7.61%1.39%

5 years, per year[…]+16.7%

3 years, per year+28.9%+30.3%

Worst drop · 1Y−16.0%−16.3%

Volatility · 1Y20.1%20.8%

3–2measures won
TDVI first

99.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: TDVI, TDIV

Today

99.6%most shared, TDVI and TDIV

TDVITDIV

TDVI—99.6%

TDIV99.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$686most kept, TDVI

TDVI$761 − $75 = $686

TDIV$139 − $50 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee