Compare · 3 funds side by side · dividends reinvested

AMDY, ATCL and JEPI

AMDYYieldMax×ATCLRexshares×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

AMDY, ATCL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%78.31%+97.9%+81.6%+46.1%[…]−35.3%64.0%$388M1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

REX Autocallable Income ETFIncome · Dividend stocks0.65%9.67%[…][…][…][…][…][…]$44M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AMDY 2023 · ATCL 2026 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AMD Option Income Strategy ETF · $388M[…]

AMDY

ATCL

REX Autocallable Income ETF · $44M[…]

$10,000 five years ago, dividends reinvested

AMDYMeasureATCL

+97.9%Year to dateJan 1 → Nov 9[…]

+81.6%1 yearTotal return[…]

+46.1%3 years · per year$10,000 became $31,180 · […][…]

[…]5 years · per year[…]

1.00%Expense ratio$100 · $65 a year on $10k · lower is better0.65%

78.31%Trailing 12-mo yield$7,831 · $967 a year on $10k9.67%

−35.3%Worst dropSmaller is better[…]

64.0%VolatilityLower is calmer[…]

AMDYATCL Winner of the row, in its colourEach row: the bigger of the two fills its side

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMDY vs ATCL: Top 5 Holdings

Today

AMDY

[…]in top 5

ATCL

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

AMDY vs ATCL Returns, Every Period

YieldMaxAMDY

+81.6%

past year

ATCLRexshares

[…]

past year

Returns […]

AMDYATCLFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AMDY vs ATCL

YTD

YieldMaxAMDY

+97.9%

ATCLRexshares

[…]

+97.9%Year to date[…]

−35.3%Worst drop · 1Y[…]

64.0%Volatility · 1Y[…]

78.3%Yield9.7%

$388MAssets$43.9M

1–0AMDY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMDY, ATCL, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

ATCL0.65%$65

AMDY1.00%$100

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AMDY, ATCL, JEPI

78.31%highest, AMDY

FundTrailing yieldYield$10k

AMDY78.31%$7,831

ATCL9.67%$967

JEPI7.93%$793

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,731most kept, AMDY

AMDY$7,831 − $100 = $7,731

ATCL$967 − $65 = $902

JEPI$793 − $35 = $758

KeptFee

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

Overlap: AMDY, ATCL, JEPI

Today

[…]holdings […]

AMDYATCLJEPI

AMDY—[…][…]

ATCL[…]—[…]

JEPI[…][…]—

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

Return vs Bumpiness: 3 ETFs

+81.6%AMDY, at 64.0% volatility

JEPIWorst drop−6.7%9.0% vol

AMDYWorst drop−35.3%64.0% vol

ATCLWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYJEPI

+97.9%Year to date+7.5%

78.3%Yield7.9%

+81.6%Past year+10.9%

1.00%Fee0.35%

3–1AMDY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

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