Compare · 4 funds side by side · dividends reinvested

AMDY, MPIM, SCHD and DGRO

AMDYYieldMax×MPIMm+ Funds×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

AMDY, MPIM, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%78.31%+97.9%+81.6%+46.1%[…]−35.3%64.0%$388M2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.1

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B2.1

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.39%[…][…][…][…][…][…]$36M2.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AMDY 2023 · MPIM 2026 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AMD Option Income Strategy ETF · $388M[…]

AMDY

MPIM

m+ Income Momentum Autocall ETF · $36M[…]

$10,000 five years ago, dividends reinvested

AMDYMeasureMPIM

+97.9%Year to dateJan 1 → Nov 9[…]

+81.6%1 yearTotal return[…]

+46.1%3 years · per year$10,000 became $31,180 · […][…]

[…]5 years · per year[…]

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

78.31%Trailing 12-mo yield$7,831 · $339 a year on $10k3.39%

−35.3%Worst dropSmaller is better[…]

64.0%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 9, 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 9, 2026 · share of each fund

AMDY vs MPIM Returns, Every Period

YieldMaxAMDY

+81.6%

past year

MPIMm+ Funds

[…]

past year

Returns […]

AMDYMPIMFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AMDY vs MPIM

YTD

YieldMaxAMDY

+97.9%

MPIMm+ Funds

[…]

+97.9%Year to date[…]

−35.3%Worst drop · 1Y[…]

64.0%Volatility · 1Y[…]

78.3%Yield3.4%

$388MAssets$35.9M

1–0AMDY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMDY, MPIM, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

MPIM0.70%$70

AMDY1.00%$100

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AMDY, MPIM, SCHD, DGRO

78.31%highest, AMDY

FundTrailing yieldYield$10k

AMDY78.31%$7,831

MPIM3.39%$339

SCHD2.96%$296

DGRO1.84%$184

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,731most kept, AMDY

AMDY$7,831 − $100 = $7,731

SCHD$296 − $6 = $290

MPIM$339 − $70 = $269

DGRO$184 − $8 = $176

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AMDY, MPIM, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

AMDYMPIMSCHDDGRO

AMDY—[…][…][…]

MPIM[…]—[…][…]

SCHD[…][…]—21.3%

DGRO[…][…]21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+81.6%AMDY, at 64.0% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

AMDYWorst drop−35.3%64.0% vol

MPIMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYSCHD

+97.9%Year to date+33.2%

78.3%Yield3.0%

+81.6%Past year+39.1%

1.00%Fee0.06%

3–1AMDY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026