Compare · 2 funds side by side · dividends reinvested

PQDI and AMDY

PQDIPrincipal×AMDYYieldMax×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,442PQDI · best of the two

02 / 04

PQDI 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

Principal Spectrum Preferred and Income ETFIncome · Dividend stocks0.60%5.90%−0.1%+1.0%+8.8%+2.7%−3.4%3.7%$122M1.5

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: PQDI 2020 · AMDY 2023

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred and Income ETF · $122M$11,442

PQDI

AMDY

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

$10,000 five years ago, dividends reinvested

PQDIMeasureAMDY

−0.1%Year to dateJan 1 → Nov 4+91.2%

+1.0%1 yearTotal return+63.5%

+8.8%3 years · per year$10,000 became $12,871 · $33,356+49.4%

+2.7%5 years · per year$10,000 became $11,442 · […][…]

0.60%Expense ratio$60 · $100 a year on $10k · lower is better1.00%

5.90%Trailing 12-mo yield$590 · $8,101 a year on $10k81.01%

−3.4%Worst dropSmaller is better−27.0%

3.7%VolatilityLower is calmer59.5%

PQDIAMDY 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

PQDI vs AMDY: Top 5 Holdings

Today

PQDI

7.6%in top 5

AMDY

in top 5[…]

PQDIStockAMDY

2.3%ALL-PJnot top 5

1.8%CFG-PHnot top 5

1.4%RF-PFnot top 5

1.2%MTB-PJnot top 5

0.9%WTFCNnot top 5

Held in common[…]

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

PQDI vs AMDY Returns, Every Period

PrincipalPQDI

+1.0%

past year

AMDYYieldMax

+63.5%

past year

PQDIAMDYFaded: behind in that period

0–3AMDY wins

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

PQDI vs AMDY

YTD

PrincipalPQDI

−0.1%

AMDYYieldMax

+91.2%

−0.1%Year to date+91.2%

−3.4%Worst drop · 1Y−27.0%

3.7%Volatility · 1Y59.5%

5.9%Yield81.0%

$122MAssets$409M

2–2level

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

Cost, Income and Risk

Fees: PQDI, AMDY

Today

0.60%lowest, PQDI

FundExpense ratioFee$10k

PQDI0.60%$60

AMDY1.00%$100

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

Yields: PQDI, AMDY

81.01%highest, AMDY

FundTrailing yieldYield$10k

AMDY81.01%$8,101

PQDI5.90%$590

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

PQDI$590 − $60 = $530

KeptFee

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

Overlap: PQDI, AMDY

Today

[…]holdings […]

PQDIAMDY

PQDI—[…]

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

PQDIWorst drop−3.4%3.7% 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

AMDYPQDI

+91.2%Year to date−0.1%

81.0%Yield5.9%

+63.5%Past year+1.0%

1.00%Fee0.60%

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