Compare · 4 funds side by side · dividends reinvested

AMDY, TIZE, SCHD and JEPI

AMDYYieldMax×TIZETCW×SCHDSchwab×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

AMDY, TIZE, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%88.29%+75.5%+51.0%+40.4%[…]−35.3%63.3%$430M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: AMDY 2023 · TIZE 2021 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

AMDY

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

AMDYMeasureSCHD

+75.5%Year to dateJan 1 → Nov 6+31.4%

+51.0%1 yearTotal return+37.0%

+40.4%3 years · per year$10,000 became $27,698 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

1.00%Expense ratio$100 · $6 a year on $10k · lower is better0.06%

88.29%Trailing 12-mo yield$8,829 · $300 a year on $10k3.00%

−35.3%Worst dropSmaller is better−6.9%

63.3%VolatilityLower is calmer11.7%

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

4–3AMDY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AMDY vs SCHD: Top 5 Holdings

Today

AMDY

[…]in top 5

SCHD

in top 521.4%

AMDYStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

AMDY vs SCHD Returns, Every Period

YieldMaxAMDY

+51.0%

past year

SCHDSchwab

+37.0%

past year

AMDYSCHDFaded: behind in that period

3–0AMDY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AMDY vs JEPI

YTD

YieldMaxAMDY

+75.5%

JEPIJ.P. Morgan

+5.3%

+75.5%Year to date+5.3%

−35.3%Worst drop · 1Y−6.7%

63.3%Volatility · 1Y8.8%

88.3%Yield8.1%

$430MAssets$46.8B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMDY, TIZE, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

TIZE0.40%$40

AMDY1.00%$100

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AMDY, TIZE, SCHD, JEPI

88.29%highest, AMDY

FundTrailing yieldYield$10k

AMDY88.29%$8,829

JEPI8.09%$809

SCHD3.00%$300

TIZE0.76%$76

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8,729most kept, AMDY

AMDY$8,829 − $100 = $8,729

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AMDY, TIZE, SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

AMDYTIZESCHDJEPI

AMDY—[…][…][…]

TIZE[…]—[…][…]

SCHD[…][…]—8.2%

JEPI[…][…]8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+51.0%AMDY, at 63.3% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

AMDYWorst drop−35.3%63.3% vol

TIZEWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYSCHD

+75.5%Year to date+31.4%

88.3%Yield3.0%

+51.0%Past year+37.0%

1.00%Fee0.06%

3–1AMDY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026