VGTX vs TDIV

AVGTX

BTDIV

Measures won0–2TDIV wins · of 6 · 5Y

$10,000 · 5Y$21,049TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income1.42%TDIV · $142 on $10k

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

Held in common0.0%VGTX and TDIV

VGTX

TDIV

XFUNDS Technology Income ETF · $1MFirst Trust NASDAQ Technology Dividend Index Fund · $4.1B

[…]3 years · per year[…] · $20,679+27.4%

[…]5 years · per year[…] · $21,049+16.1%

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

0.00%12-mo yield$0 · $142 on $10k1.42%

[…]Worst dropSmaller wins−16.3%

[…]VolatilityLower wins21.7%

0–2TDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVGTX · TDIV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BTDIV	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	AVGTX	XFUNDS Technology Income ETFRead Desk		0.75%	0.00%	+1.2%	new	new	new	new	[…]	$1M

End-of-day Nov 9, 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%	1.42%	+3.4%	+16.3%	+15.5%	+27.4%	+16.1%	−16.3%	$4.1B
2	AVGTX	XFUNDS Technology Income ETFRead Desk		0.75%	0.00%	+1.2%	new	new	new	new	[…]	$1M

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

VGTX vs TDIV

VGTX

XFUNDS Technology Income

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,049

MeasureVGTXTDIV

Fee0.75%0.50%

Cost on $10k a year$75$50

Yield0.00%1.42%

5 years, per year[…]+16.1%

3 years, per year[…]+27.4%

Worst drop · 1Y[…]−16.3%

Volatility · 1Y[…]21.7%

2–0measures won
TDIV first

0.0%

holdings shared

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%

$120BAssets$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: VGTX, TDIV

Today

0.0%most shared, VGTX and TDIV

VGTXTDIV

VGTX—0.0%

TDIV0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, TDIV

TDIV$142 − $50 = $92

VGTX$0 − $75 = −$75

KeptFee

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