XVMS vs TDIV

AXVMS

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 common8.9%XVMS and TDIV

XVMS

TDIV

FT Vest MSFT & Target Income ETF · $5MFirst Trust NASDAQ Technology Dividend Index Fund · $4.1B

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

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

0.85%Expense ratio$85 · $50 on $10k · lower wins0.50%

1.19%12-mo yield$119 · $142 on $10k1.42%

[…]Worst dropSmaller wins−16.3%

[…]VolatilityLower wins21.7%

0–2TDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXVMS · TDIV

66.4%MSFT8.9%

Held in common8.9%

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	AXVMS	FT Vest MSFT & Target Income ETFRead Desk		0.85%	1.19%	+2.3%	new	new	new	new	[…]	$5M

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	AXVMS	FT Vest MSFT & Target Income ETFRead Desk		0.85%	1.19%	+2.3%	new	new	new	new	[…]	$5M

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

XVMS vs TDIV

XVMS

FT Vest MSFT & Target Income

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,049

MeasureXVMSTDIV

Fee0.85%0.50%

Cost on $10k a year$85$50

Yield1.19%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

8.9%

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%

$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: XVMS, TDIV

Today

8.9%most shared, XVMS and TDIV

XVMSTDIV

XVMS—8.9%

TDIV8.9%—

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

XVMS$119 − $85 = $34

KeptFee

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