TDVI vs TDV

ATDVI

BTDV

Measures won2–3TDV wins · of 6 · 5Y

$10,000 · 5Y$21,639TDIV · TDV $17,653

Lowest cost0.45%TDV · $45 on $10k

Most income7.61%TDVI · $761 on $10k

Smallest drop−9.5%TDV · worst fall in 1Y

Held in common32.0%TDVI and TDV

TDVI

TDV

FT Vest Technology Dividend Target Income ETF · $652MProShares - S&P Technology Dividend Aristocrats ETF · $275M

+28.9%3 years · per year$21,419 · $18,275+22.3%

[…]5 years · per year[…] · $17,653+12.0%

0.75%Expense ratio$75 · $45 on $10k · lower wins0.45%

7.61%12-mo yield$761 · $104 on $10k1.04%

−16.0%Worst dropSmaller wins−9.5%

20.1%VolatilityLower wins19.5%

2–3TDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDVI · TDV

9.3%TXN2.9%

3.5%ADI2.8%

8.9%IBM2.7%

7.1%AVGO2.6%

Held in common32.0%

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

All Three

5Y3 funds

#
1	TDIV	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	BTDV	ProShares - S&P Technology Dividend Aristocrats ETFRead Desk	0.45%	1.04%	+0.9%	+20.7%	+19.1%	+22.3%	+12.0%	−9.5%	$275M
3	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

All Three

5Y3 funds

#
1	TDIV	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	BTDV	ProShares - S&P Technology Dividend Aristocrats ETFRead Desk	0.45%	1.04%	+0.9%	+20.7%	+19.1%	+22.3%	+12.0%	−9.5%	$275M
3	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 TDV

TDVI

FT Vest Technology Dividend Target Income

[…]

TDV

ProShares - S&P Technology Dividend Aristocrats

$17,653

MeasureTDVITDV

Fee0.75%0.45%

Cost on $10k a year$75$45

Yield7.61%1.04%

5 years, per year[…]+12.0%

3 years, per year+28.9%+22.3%

Worst drop · 1Y−16.0%−9.5%

Volatility · 1Y20.1%19.5%

3–2measures won
TDV first

32.0%

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, TDV, TDIV

Today

99.6%most shared, TDVI and TDIV

TDVITDVTDIV

TDVI—32.0%99.6%

TDV32.0%—32.1%

TDIV99.6%32.1%—

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

TDV$104 − $45 = $59

KeptFee

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