TSII vs PLTY

ATSII

BPLTY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$20,484TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income141.47%MSTY · $14,147 on $10k

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

Held in common[…]TSII and PLTY

TSII

PLTY

REX TSLA Growth & Income ETF · $27MYieldMax PLTR Option Income Strategy ETF · $298M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.52%Expense ratio$152 · $107 on $10k · lower wins1.07%

90.23%12-mo yield$9,023 · $7,988 on $10k79.88%

−44.1%Worst dropSmaller wins−38.0%

49.8%VolatilityLower wins51.5%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTSII · 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

All Four

5Y4 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.4B
2	ATSII	REX TSLA Growth & Income ETFRead Desk	1.52%	90.23%	+5.1%	−24.5%	−27.4%	new	new	−44.1%	$27M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$298M
4	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	141.47%	+0.2%	−14.7%	−44.1%	new	new	−62.3%	$946M

End-of-day Nov 6, 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%	1.47%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.4B
2	ATSII	REX TSLA Growth & Income ETFRead Desk	1.52%	90.23%	+5.1%	−24.5%	−27.4%	new	new	−44.1%	$27M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	79.88%	+3.6%	−5.9%	−12.2%	new	new	−38.0%	$298M
4	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	141.47%	+0.2%	−14.7%	−44.1%	new	new	−62.3%	$946M

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

TSII vs PLTY

TSII

REX TSLA Growth & Income

[…]

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureTSIIPLTY

Fee1.52%1.07%

Cost on $10k a year$152$107

Yield90.23%79.88%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−44.1%−38.0%

Volatility · 1Y49.8%51.5%

2–2measures won
level

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: TSII, PLTY, TDIV, MSTY

Today

[…]holdings […]

TSIIPLTYTDIVMSTY

TSII—[…][…][…]

PLTY[…]—[…][…]

TDIV[…][…]—[…]

MSTY[…][…][…]—

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

Income After Fees on $10,000

$14,044most kept, MSTY

MSTY$14,147 − $103 = $14,044

TSII$9,023 − $152 = $8,871

PLTY$7,988 − $107 = $7,881

TDIV$147 − $50 = $97

KeptFee

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