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First Trust made investors more money ($32.0B) and had more funds that made money (87%).
The past year, all their funds · Data as of Nov 3, 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.
| BOX SCORE · THEMATIC INCOME | First Trust | YieldMax |
|---|---|---|
| Funds in the category | 8 | 16 |
| Made money (W–L) | 2–1 | 6–7 |
| Win % | 67% | 46% |
| Money made | $572M | −$864M |
| Typical return | +12.8% | −4.1% |
| Launches · 2026 | 5 | 0 |
| Assets | $5.1B | $5.5B |
| Fee per $100 | $0.54 | $1.05 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| TDIV | First Trust NASDAQ Technology Dividend Index Fund | $4.4B | +13.1% ✓ |
| TDVI | FT Vest Technology Dividend Target Income ETF | $660M | +12.8% ✓ |
| DFII | FT Vest Bitcoin Strategy & Target Income ETF | $20M | −29.8% ✕ |
| XVTS | First Trust Exchange-Traded Fund IV - FT Vest TSLA & Target Income ETF | $7M | — |
| XVNV | First Trust Exchange-Traded Fund IV - FT Vest NVDA & Target Income ETF | $5M | — |
| XVPT | FT Vest PLTR & Target Income ETF | $5M | — |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| NVDY | YieldMax NVDA Option Income Strategy ETF | $1.3B | +1.1% ✓ |
| CHPY | YieldMax Semiconductor Portfolio Option Income ETF | $1.3B | +37.1% ✓ |
| MSTY | YieldMax MSTR Option Income Strategy ETF | $959M | −46.1% ✕ |
| TSLY | YieldMax TSLA Option Income Strategy ETF | $662M | −7.5% ✕ |
| PLTY | YieldMax PLTR Option Income Strategy ETF | $351M | −8.6% ✕ |
| CONY | YieldMax COIN Option Income Strategy ETF | $301M | −53.6% ✕ |
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.