Compare · 3 funds side by side · dividends reinvested

AMDY, JEPI and VIG

AMDYYieldMax×JEPIJ.P. Morgan×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

AMDY, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%88.29%+75.5%+51.0%+40.4%[…]−35.3%63.3%$430M1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: AMDY 2023 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AMD Option Income Strategy ETF · $430M[…]

AMDY

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested

AMDYMeasureJEPI

+75.5%Year to dateJan 1 → Nov 6+5.3%

+51.0%1 yearTotal return+8.2%

+40.4%3 years · per year$10,000 became $27,698 · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

1.00%Expense ratio$100 · $35 a year on $10k · lower is better0.35%

88.29%Trailing 12-mo yield$8,829 · $809 a year on $10k8.09%

−35.3%Worst dropSmaller is better−6.7%

63.3%VolatilityLower is calmer8.8%

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

4–3AMDY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMDY vs JEPI: Top 5 Holdings

Today

AMDY

[…]in top 5

JEPI

in top 59.9%

AMDYStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

AMDY vs JEPI Returns, Every Period

YieldMaxAMDY

+51.0%

past year

JEPIJ.P. Morgan

+8.2%

past year

AMDYJEPIFaded: behind in that period

3–0AMDY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AMDY vs JEPI

YTD

YieldMaxAMDY

+75.5%

JEPIJ.P. Morgan

+5.3%

+75.5%Year to date+5.3%

−35.3%Worst drop · 1Y−6.7%

63.3%Volatility · 1Y8.8%

88.3%Yield8.1%

$430MAssets$46.8B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMDY, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

AMDY1.00%$100

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AMDY, JEPI, VIG

88.29%highest, AMDY

FundTrailing yieldYield$10k

AMDY88.29%$8,829

JEPI8.09%$809

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8,729most kept, AMDY

AMDY$8,829 − $100 = $8,729

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AMDY, JEPI, VIG

Today

30.7%most shared, JEPI and VIG

AMDYJEPIVIG

AMDY—[…][…]

JEPI[…]—30.7%

VIG[…]30.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+51.0%AMDY, at 63.3% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

AMDYWorst drop−35.3%63.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYVIG

+75.5%Year to date+12.1%

88.3%Yield1.5%

+51.0%Past year+14.3%

1.00%Fee0.04%

3–1AMDY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026