XVMS vs TDIV

AXVMS

BTDIV

Measures won0–2TDIV wins · of 6 · 5Y

$10,000 · 5Y$21,024TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income160.14%MSTY · $16,014 on $10k

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

Held in common8.3%XVMS and TDIV

FT Vest MSFT & Target Income ETF · $5MFirst Trust NASDAQ Technology Dividend Index Fund · $4.4B

[…]3 years · per year[…] · $20,775+27.6%

[…]5 years · per year[…] · $21,024+16.0%

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

1.24%12-mo yield$124 · $139 on $10k1.39%

Cards for this view

XVMS

FT Vest MSFT & Target Income

[…]

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,024

MeasureXVMSTDIV

Fee0.85%0.50%

Cost on $10k a year$85$50

Yield1.24%1.39%

5 years, per year[…]+16.0%

3 years, per year[…]+27.6%

Worst drop · 1Y[…]−16.3%

Volatility · 1Y[…]21.7%

#
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.39%	−0.1%	+19.1%	+18.4%	+27.6%	+16.0%	−16.3%	$4.4B
2	AXVMS	FT Vest MSFT & Target Income ETFRead Desk	0.85%	1.24%	0.0%	new	new	new	new	[…]	$5M
3	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	160.14%	−7.0%	−23.1%	−45.0%	new	new	−58.9%	$907M

#
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.39%	−0.1%	+19.1%	+18.4%	+27.6%	+16.0%	−16.3%	$4.4B
2	AXVMS	FT Vest MSFT & Target Income ETFRead Desk	0.85%	1.24%	0.0%	new	new	new	new	[…]	$5M
3	MSTY	YieldMax MSTR Option Income Strategy ETFRead Desk	1.03%	160.14%	−7.0%	−23.1%	−45.0%	new	new	−58.9%	$907M

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