Compare · 2 funds side by side · dividends reinvested

FDL and AMDY

FDLFirst Trust×AMDYYieldMax×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,479FDL · best of the two

02 / 04

FDL and AMDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%81.01%+91.2%+63.5%+49.4%[…]−27.0%59.5%$409M1.4

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.54%+26.9%+34.4%+25.0%+15.4%−7.2%12.5%$8.5B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FDL 2006 · AMDY 2023

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Morningstar Dividend Leaders Index Fund · $8.5B$20,479

FDL

AMDY

YieldMax AMD Option Income Strategy ETF · $409M[…]

$10,000 five years ago, dividends reinvested

FDLMeasureAMDY

+26.9%Year to dateJan 1 → Nov 4+91.2%

+34.4%1 yearTotal return+63.5%

+25.0%3 years · per year$10,000 became $19,529 · $33,356+49.4%

+15.4%5 years · per year$10,000 became $20,479 · […][…]

0.43%Expense ratio$43 · $100 a year on $10k · lower is better1.00%

3.54%Trailing 12-mo yield$354 · $8,101 a year on $10k81.01%

−7.2%Worst dropSmaller is better−27.0%

12.5%VolatilityLower is calmer59.5%

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

3–4AMDY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDL vs AMDY: Top 5 Holdings

Today

FDL

33.7%in top 5

AMDY

in top 5[…]

FDLStockAMDY

9.0%CVXnot top 5

6.7%VZnot top 5

6.5%PMnot top 5

6.5%PFEnot top 5

5.1%PEPnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

FDL vs AMDY Returns, Every Period

First TrustFDL

+34.4%

past year

AMDYYieldMax

+63.5%

past year

FDLAMDYFaded: behind in that period

0–3AMDY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FDL vs AMDY

YTD

First TrustFDL

+26.9%

AMDYYieldMax

+91.2%

+26.9%Year to date+91.2%

−7.2%Worst drop · 1Y−27.0%

12.5%Volatility · 1Y59.5%

3.5%Yield81.0%

$8.5BAssets$409M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDL, AMDY

Today

0.43%lowest, FDL

FundExpense ratioFee$10k

FDL0.43%$43

AMDY1.00%$100

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDL, AMDY

81.01%highest, AMDY

FundTrailing yieldYield$10k

AMDY81.01%$8,101

FDL3.54%$354

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8,001most kept, AMDY

AMDY$8,101 − $100 = $8,001

FDL$354 − $43 = $311

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDL, AMDY

Today

[…]holdings […]

FDLAMDY

FDL—[…]

AMDY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+63.5%AMDY, at 59.5% volatility

FDLWorst drop−7.2%12.5% vol

AMDYWorst drop−27.0%59.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYFDL

+91.2%Year to date+26.9%

81.0%Yield3.5%

+63.5%Past year+34.4%

1.00%Fee0.43%

3–1AMDY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026