TEST vs PLTY

ATEST

BPLTY

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$21,049TDIV

Lowest cost0.50%TDIV · $50 on $10k

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

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common[…]TEST and PLTY

TEST

PLTY

Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETF · $2MYieldMax PLTR Option Income Strategy ETF · $305M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.01%Expense ratio$101 · $107 on $10k · lower wins1.07%

27.67%12-mo yield$2,767 · $7,626 on $10k76.26%

[…]Worst dropSmaller wins−38.0%

[…]VolatilityLower wins51.3%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTEST · PLTY

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

All Four

5Y4 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	ATEST	Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETFRead Desk	1.01%	27.67%	+4.3%	−11.8%	new	new	new	[…]	$2M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M
4	MSTY	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

All Four

5Y4 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	ATEST	Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETFRead Desk	1.01%	27.67%	+4.3%	−11.8%	new	new	new	[…]	$2M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	76.26%	+4.8%	−1.4%	−1.8%	new	new	−38.0%	$305M
4	MSTY	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

TEST vs PLTY

TEST

Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25

[…]

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureTESTPLTY

Fee1.01%1.07%

Cost on $10k a year$101$107

Yield27.67%76.26%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−38.0%

Volatility · 1Y[…]51.3%

1–1measures won
level

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%

$122BAssets$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: TEST, PLTY, MSTY, TDIV

Today

[…]holdings […]

TESTPLTYMSTYTDIV

TEST—[…][…][…]

PLTY[…]—[…][…]

MSTY[…][…]—[…]

TDIV[…][…][…]—

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

PLTY$7,626 − $107 = $7,519

TEST$2,767 − $101 = $2,666

TDIV$142 − $50 = $92

KeptFee

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