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

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

AMDY

KBWD

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

$10,000 five years ago, dividends reinvested

AMDYMeasureKBWD

+88.6%Year to dateJan 1 → Nov 3−13.6%

+63.4%1 yearTotal return−10.4%

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

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

1.00%Expense ratio$100 · $539 a year on $10k · lower is better5.39%

82.15%Trailing 12-mo yield$8,215 · $1,613 a year on $10k16.13%

−27.0%Worst dropSmaller is better−23.4%

59.5%VolatilityLower is calmer17.1%

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

5–2AMDY wins

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

More Ways to See the Pairs

AMDY vs KBWD: Top 5 Holdings

Today

AMDY

[…]in top 5

KBWD

in top 519.6%

AMDYStockKBWD

not top 5PMT4.2%

not top 5IVR4.0%

not top 5ARR3.8%

not top 5AINV3.8%

not top 5ORC3.8%

Held in common[…]

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

AMDY vs KBWD Returns, Every Period

YieldMaxAMDY

+63.4%

past year

KBWDInvesco

−10.4%

past year

AMDYKBWDFaded: behind in that period

3–0AMDY wins

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

AMDY vs KBWD

YTD

YieldMaxAMDY

+88.6%

KBWDInvesco

−13.6%

+88.6%Year to date−13.6%

−27.0%Worst drop · 1Y−23.4%

59.5%Volatility · 1Y17.1%

82.2%Yield16.1%

$409MAssets$335M

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