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First Trust made investors more money ($34.2B) and had more funds that made money (85%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one thematic income fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · THEMATIC INCOME | First Trust | Simplify |
|---|---|---|
| Funds in the category | 8 | 1 |
| Made money (W–L) | 2–1 | 0–1 |
| Win % | 67% | 0% |
| Money made | $709M | −$25M |
| Typical return | +15.7% | −42.9% |
| Launches · 2026 | 5 | 0 |
| Assets | $5.2B | $34M |
| Fee per $100 | $0.54 | $1.31 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| TDIV | First Trust NASDAQ Technology Dividend Index Fund | $4.5B | +16.3% ✓ |
| TDVI | FT Vest Technology Dividend Target Income ETF | $677M | +15.7% ✓ |
| DFII | FT Vest Bitcoin Strategy & Target Income ETF | $21M | −28.9% ✕ |
| XVTS | First Trust Exchange-Traded Fund IV - FT Vest TSLA & Target Income ETF | $4M | — |
| XVNV | First Trust Exchange-Traded Fund IV - FT Vest NVDA & Target Income ETF | $4M | — |
| XVMS | FT Vest MSFT & Target Income ETF | $3M | — |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| MAXI | Simplify Bitcoin Strategy PLUS Income ETF | $34M | −42.9% ✕ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.