Compare · 3 funds side by side · dividends reinvested

AMDY, KBWD and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

AMDY, KBWD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.6

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%81.01%+91.2%+63.5%+49.4%[…]−27.0%59.5%$409M1.7

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$335M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: AMDY 2023 · KBWD 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AMD Option Income Strategy ETF · $409M[…]

AMDY

KBWD

Invesco KBW High Dividend Yield Financial ETF · $335M$9,364

$10,000 five years ago, dividends reinvested

AMDYMeasureKBWD

+91.2%Year to dateJan 1 → Nov 4−10.7%

+63.5%1 yearTotal return−7.5%

+49.4%3 years · per year$10,000 became $33,356 · $12,018+6.3%

[…]5 years · per year$10,000 became […] · $9,364−1.3%

1.00%Expense ratio$100 · $539 a year on $10k · lower is better5.39%

81.01%Trailing 12-mo yield$8,101 · $1,561 a year on $10k15.61%

−27.0%Worst dropSmaller is better−23.4%

59.5%VolatilityLower is calmer17.4%

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

5–2AMDY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMDY vs KBWD: Top 5 Holdings

Today

AMDY

[…]in top 5

KBWD

in top 519.7%

AMDYStockKBWD

not top 5PMT4.2%

not top 5IVR4.1%

not top 5AINV3.9%

not top 5ARR3.8%

not top 5ORC3.8%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

AMDY vs KBWD Returns, Every Period

YieldMaxAMDY

+63.5%

past year

KBWDInvesco

−7.5%

past year

AMDYKBWDFaded: behind in that period

3–0AMDY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AMDY vs KBWD

YTD

YieldMaxAMDY

+91.2%

KBWDInvesco

−10.7%

+91.2%Year to date−10.7%

−27.0%Worst drop · 1Y−23.4%

59.5%Volatility · 1Y17.4%

81.0%Yield15.6%

$409MAssets$335M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMDY, KBWD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AMDY1.00%$100

KBWD5.39%$539

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AMDY, KBWD, SCHD

81.01%highest, AMDY

FundTrailing yieldYield$10k

AMDY81.01%$8,101

KBWD15.61%$1,561

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8,001most kept, AMDY

AMDY$8,101 − $100 = $8,001

KBWD$1,561 − $539 = $1,022

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AMDY, KBWD, SCHD

Today

0.1%most shared, KBWD and SCHD

AMDYKBWDSCHD

AMDY—[…][…]

KBWD[…]—0.1%

SCHD[…]0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+63.5%AMDY, at 59.5% volatility

SCHDWorst drop−6.9%11.5% vol

KBWDWorst drop−23.4%17.4% vol

AMDYWorst drop−27.0%59.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYSCHD

+91.2%Year to date+35.3%

81.0%Yield2.9%

+63.5%Past year+41.6%

1.00%Fee0.06%

3–1AMDY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026