Compare · 2 funds side by side · dividends reinvested

DGRS and AMDY

DGRSWisdomTree×AMDYYieldMax×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,030DGRS · best of the two

02 / 04

DGRS and AMDY, 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%$425M1.4

WisdomTree U.S. SmallCap Quality Dividend Growth FundIncome · Dividend stocks0.38%2.06%+16.2%+19.9%+16.0%+7.0%−8.9%15.4%$391M1.5

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: DGRS 2013 · AMDY 2023

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Quality Dividend Growth Fund · $391M$14,030

DGRS

AMDY

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

$10,000 five years ago, dividends reinvested

DGRSMeasureAMDY

+16.2%Year to dateJan 1 → Nov 5+58.2%

+19.9%1 yearTotal return+39.0%

+16.0%3 years · per year$10,000 became $15,616 · $27,010+39.3%

+7.0%5 years · per year$10,000 became $14,030 · […][…]

0.38%Expense ratio$38 · $100 a year on $10k · lower is better1.00%

2.06%Trailing 12-mo yield$206 · $9,983 a year on $10k99.83%

−8.9%Worst dropSmaller is better−35.3%

15.4%VolatilityLower is calmer62.4%

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

3–4AMDY wins

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

More Ways to See the Pairs

DGRS vs AMDY: Top 5 Holdings

Today

DGRS

11.1%in top 5

AMDY

in top 5[…]

DGRSStockAMDY

2.6%VCTRnot top 5

2.5%AVTnot top 5

2.3%AROCnot top 5

1.9%CRCnot top 5

1.8%IPARnot top 5

Held in common[…]

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

DGRS vs AMDY Returns, Every Period

WisdomTreeDGRS

+19.9%

past year

AMDYYieldMax

+39.0%

past year

DGRSAMDYFaded: behind in that period

0–3AMDY wins

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

DGRS vs AMDY

YTD

WisdomTreeDGRS

+16.2%

AMDYYieldMax

+58.2%

+16.2%Year to date+58.2%

−8.9%Worst drop · 1Y−35.3%

15.4%Volatility · 1Y62.4%

2.1%Yield99.8%

$391MAssets$425M

2–2level

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

Cost, Income and Risk

Fees: DGRS, AMDY

Today

0.38%lowest, DGRS

FundExpense ratioFee$10k

DGRS0.38%$38

AMDY1.00%$100

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

Yields: DGRS, AMDY

99.83%highest, AMDY

FundTrailing yieldYield$10k

AMDY99.83%$9,983

DGRS2.06%$206

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

DGRS$206 − $38 = $168

KeptFee

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

Overlap: DGRS, AMDY

Today

[…]holdings […]

DGRSAMDY

DGRS—[…]

AMDY[…]—

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

DGRSWorst drop−8.9%15.4% 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

AMDYDGRS

+58.2%Year to date+16.2%

99.8%Yield2.1%

+39.0%Past year+19.9%

1.00%Fee0.38%

3–1AMDY 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026