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$9,147KBWD · 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%99.83%+58.2%+39.0%+39.3%[…]−35.3%62.4%$430M1.3

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.86%−12.1%−9.0%+5.1%−1.8%−23.4%17.5%$342M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AMDY 2023 · KBWD 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $342M$9,147

KBWD

AMDY

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

$10,000 five years ago, dividends reinvested

KBWDMeasureAMDY

−12.1%Year to dateJan 1 → Nov 5+58.2%

−9.0%1 yearTotal return+39.0%

+5.1%3 years · per year$10,000 became $11,600 · $27,010+39.3%

−1.8%5 years · per year$10,000 became $9,148 · […][…]

5.39%Expense ratio$539 · $100 a year on $10k · lower is better1.00%

15.86%Trailing 12-mo yield$1,586 · $9,983 a year on $10k99.83%

−23.4%Worst dropSmaller is better−35.3%

17.5%VolatilityLower is calmer62.4%

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

2–5AMDY wins

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

More Ways to See the Pairs

KBWD vs AMDY: Top 5 Holdings

Today

KBWD

19.7%in top 5

AMDY

in top 5[…]

KBWDStockAMDY

4.2%PMTnot top 5

4.1%IVRnot top 5

3.8%ARRnot top 5

3.8%ORCnot top 5

3.8%AINVnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

KBWD vs AMDY Returns, Every Period

InvescoKBWD

−9.0%

past year

AMDYYieldMax

+39.0%

past year

KBWDAMDYFaded: behind in that period

0–3AMDY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

KBWD vs AMDY

YTD

InvescoKBWD

−12.1%

AMDYYieldMax

+58.2%

−12.1%Year to date+58.2%

−23.4%Worst drop · 1Y−35.3%

17.5%Volatility · 1Y62.4%

15.9%Yield99.8%

$342MAssets$430M

2–2level

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: AMDY, KBWD

99.83%highest, AMDY

FundTrailing yieldYield$10k

AMDY99.83%$9,983

KBWD15.86%$1,586

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$9,883most kept, AMDY

AMDY$9,983 − $100 = $9,883

KBWD$1,586 − $539 = $1,047

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AMDY, KBWD

Today

[…]holdings […]

AMDYKBWD

AMDY—[…]

KBWD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.0%AMDY, at 62.4% volatility

KBWDWorst drop−23.4%17.5% vol

AMDYWorst drop−35.3%62.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYKBWD

+58.2%Year to date−12.1%

99.8%Yield15.9%

+39.0%Past year−9.0%

1.00%Fee5.39%

4–0AMDY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026