Compare · 3 funds side by side · dividends reinvested

AMDY, MPIM and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

AMDY, MPIM and DGRO, 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%$425M1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.6

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.58%[…][…][…][…][…][…]$37M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: AMDY 2023 · MPIM 2026 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

AMDY

MPIM

m+ Income Momentum Autocall ETF · $37M[…]

$10,000 five years ago, dividends reinvested

AMDYMeasureMPIM

+58.2%Year to dateJan 1 → Nov 5[…]

+39.0%1 yearTotal return[…]

+39.3%3 years · per year$10,000 became $27,010 · […][…]

[…]5 years · per year[…]

1.00%Expense ratio$100 · $70 a year on $10k · lower is better0.70%

99.83%Trailing 12-mo yield$9,983 · $358 a year on $10k3.58%

−35.3%Worst dropSmaller is better[…]

62.4%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

AMDY vs MPIM: Top 5 Holdings

Today

AMDY

[…]in top 5

MPIM

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

AMDY vs MPIM Returns, Every Period

YieldMaxAMDY

+39.0%

past year

MPIMm+ Funds

[…]

past year

Returns […]

AMDYMPIMFaded: behind in that period

0–0Level

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

AMDY vs MPIM

YTD

YieldMaxAMDY

+58.2%

MPIMm+ Funds

[…]

+58.2%Year to date[…]

−35.3%Worst drop · 1Y[…]

62.4%Volatility · 1Y[…]

99.8%Yield3.6%

$425MAssets$37.3M

1–0AMDY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMDY, MPIM, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

MPIM0.70%$70

AMDY1.00%$100

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

Yields: AMDY, MPIM, DGRO

99.83%highest, AMDY

FundTrailing yieldYield$10k

AMDY99.83%$9,983

MPIM3.58%$358

DGRO1.86%$186

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

MPIM$358 − $70 = $288

DGRO$186 − $8 = $178

KeptFee

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

Overlap: AMDY, MPIM, DGRO

Today

[…]holdings […]

AMDYMPIMDGRO

AMDY—[…][…]

MPIM[…]—[…]

DGRO[…][…]—

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

Return vs Bumpiness: 3 ETFs

+39.0%AMDY, at 62.4% volatility

DGROWorst drop−6.5%10.2% vol

AMDYWorst drop−35.3%62.4% vol

MPIMWorst drop[…][…]

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

Paid More vs Made More

YTD

AMDYDGRO

+58.2%Year to date+17.2%

99.8%Yield1.9%

+39.0%Past year+21.2%

1.00%Fee0.08%

3–1AMDY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026