Compare · 2 funds side by side · dividends reinvested

KBWD and AMDY

KBWDInvesco×AMDYYieldMax×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$8,948KBWD · best of the two

02 / 04

KBWD and AMDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%82.15%+88.6%+63.4%+48.8%[…]−27.0%59.5%$409M1.3

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.13%−13.6%−10.4%+5.4%−2.2%−23.4%17.1%$335M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: KBWD 2010 · AMDY 2023

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $335M$8,948

KBWD

AMDY

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

$10,000 five years ago, dividends reinvested

KBWDMeasureAMDY

−13.6%Year to dateJan 1 → Nov 3+88.6%

−10.4%1 yearTotal return+63.4%

+5.4%3 years · per year$10,000 became $11,722 · $32,976+48.8%

−2.2%5 years · per year$10,000 became $8,948 · […][…]

5.39%Expense ratio$539 · $100 a year on $10k · lower is better1.00%

16.13%Trailing 12-mo yield$1,613 · $8,215 a year on $10k82.15%

−23.4%Worst dropSmaller is better−27.0%

17.1%VolatilityLower is calmer59.5%

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

2–5AMDY wins

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

More Ways to See the Pairs

KBWD vs AMDY: Top 5 Holdings

Today

KBWD

19.6%in top 5

AMDY

in top 5[…]

KBWDStockAMDY

4.2%PMTnot top 5

4.0%IVRnot top 5

3.8%ARRnot top 5

3.8%AINVnot top 5

3.8%ORCnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

KBWD vs AMDY Returns, Every Period

InvescoKBWD

−10.4%

past year

AMDYYieldMax

+63.4%

past year

KBWDAMDYFaded: behind in that period

0–3AMDY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

KBWD vs AMDY

YTD

InvescoKBWD

−13.6%

AMDYYieldMax

+88.6%

−13.6%Year to date+88.6%

−23.4%Worst drop · 1Y−27.0%

17.1%Volatility · 1Y59.5%

16.1%Yield82.2%

$335MAssets$409M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWD, AMDY

Today

1.00%lowest, AMDY

FundExpense ratioFee$10k

AMDY1.00%$100

KBWD5.39%$539

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: KBWD, AMDY

82.15%highest, AMDY

FundTrailing yieldYield$10k

AMDY82.15%$8,215

KBWD16.13%$1,613

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8,115most kept, AMDY

AMDY$8,215 − $100 = $8,115

KBWD$1,613 − $539 = $1,074

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: KBWD, AMDY

Today

[…]holdings […]

KBWDAMDY

KBWD—[…]

AMDY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+63.4%AMDY, at 59.5% volatility

KBWDWorst drop−23.4%17.1% vol

AMDYWorst drop−27.0%59.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYKBWD

+88.6%Year to date−13.6%

82.2%Yield16.1%

+63.4%Past year−10.4%

1.00%Fee5.39%

4–0AMDY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026