Compare · 2 funds side by side · dividends reinvested

MDIV and AMDY

MDIVFirst Trust×AMDYYieldMax×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,474MDIV · best of the two

02 / 04

MDIV 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

Multi-Asset Diversified Income Index FundIncome · Dividend stocks0.83%7.46%+9.6%+12.1%+11.9%+6.1%−6.1%6.8%$419M1.5

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: MDIV 2012 · AMDY 2023

Head to Head

Swap sides Versus in desk

Head to Head

Multi-Asset Diversified Income Index Fund · $419M$13,474

MDIV

AMDY

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

$10,000 five years ago, dividends reinvested

MDIVMeasureAMDY

+9.6%Year to dateJan 1 → Nov 4+91.2%

+12.1%1 yearTotal return+63.5%

+11.9%3 years · per year$10,000 became $14,009 · $33,356+49.4%

+6.1%5 years · per year$10,000 became $13,474 · […][…]

0.83%Expense ratio$83 · $100 a year on $10k · lower is better1.00%

7.46%Trailing 12-mo yield$746 · $8,101 a year on $10k81.01%

−6.1%Worst dropSmaller is better−27.0%

6.8%VolatilityLower is calmer59.5%

MDIVAMDY 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

MDIV vs AMDY: Top 5 Holdings

Today

MDIV

25.7%in top 5

AMDY

in top 5[…]

MDIVStockAMDY

20.4%HYLSnot top 5

1.3%KRPnot top 5

1.3%MNRnot top 5

1.3%NLYnot top 5

1.3%AGNCnot top 5

Held in common[…]

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

MDIV vs AMDY Returns, Every Period

First TrustMDIV

+12.1%

past year

AMDYYieldMax

+63.5%

past year

MDIVAMDYFaded: behind in that period

0–3AMDY wins

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

MDIV vs AMDY

YTD

First TrustMDIV

+9.6%

AMDYYieldMax

+91.2%

+9.6%Year to date+91.2%

−6.1%Worst drop · 1Y−27.0%

6.8%Volatility · 1Y59.5%

7.5%Yield81.0%

$419MAssets$409M

2–2level

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

Cost, Income and Risk

Fees: MDIV, AMDY

Today

0.83%lowest, MDIV

FundExpense ratioFee$10k

MDIV0.83%$83

AMDY1.00%$100

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

Yields: MDIV, AMDY

81.01%highest, AMDY

FundTrailing yieldYield$10k

AMDY81.01%$8,101

MDIV7.46%$746

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

MDIV$746 − $83 = $663

KeptFee

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

Overlap: MDIV, AMDY

Today

[…]holdings […]

MDIVAMDY

MDIV—[…]

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

MDIVWorst drop−6.1%6.8% 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

AMDYMDIV

+91.2%Year to date+9.6%

81.0%Yield7.5%

+63.5%Past year+12.1%

1.00%Fee0.83%

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