Compare · 2 funds side by side · dividends reinvested

AMDY and KBWD

AMDYYieldMax×KBWDInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,364KBWD · best of the two

02 / 04

AMDY and KBWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%81.01%+91.2%+63.5%+49.4%[…]−27.0%59.5%$425M1.3

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$331M1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AMD Option Income Strategy ETF · $425M[…]

AMDY

KBWD

Invesco KBW High Dividend Yield Financial ETF · $331M$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%

$425MAssets$331M

2–2level

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

Cost, Income and Risk

Fees: AMDY, KBWD

Today

1.00%lowest, AMDY

FundExpense ratioFee$10k

AMDY1.00%$100

KBWD5.39%$539

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

Yields: AMDY, KBWD

81.01%highest, AMDY

FundTrailing yieldYield$10k

AMDY81.01%$8,101

KBWD15.61%$1,561

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

KeptFee

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

Overlap: AMDY, KBWD

Today

[…]holdings […]

AMDYKBWD

AMDY—[…]

KBWD[…]—

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

Return vs Bumpiness: 2 ETFs

+63.5%AMDY, at 59.5% volatility

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

AMDYKBWD

+91.2%Year to date−10.7%

81.0%Yield15.6%

+63.5%Past year−7.5%

1.00%Fee5.39%

4–0AMDY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026