Compare · 3 funds side by side · dividends reinvested

UMI, AMDY and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,168UMI · best of the three

02 / 04

UMI, AMDY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%99.83%+58.2%+39.0%+39.3%[…]−35.3%62.4%$425M1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.9

USCF Midstream Energy Income FundIncome · Dividend stocks0.85%6.30%+18.8%+26.1%+23.5%+18.3%−8.7%16.8%$523M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: UMI 2021 · AMDY 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

USCF Midstream Energy Income Fund · $523M$23,168

UMI

AMDY

YieldMax AMD Option Income Strategy ETF · $425M[…]

$10,000 five years ago, dividends reinvested

UMIMeasureAMDY

+18.8%Year to dateJan 1 → Nov 5+58.2%

+26.1%1 yearTotal return+39.0%

+23.5%3 years · per year$10,000 became $18,820 · $27,010+39.3%

+18.3%5 years · per year$10,000 became $23,168 · […][…]

0.85%Expense ratio$85 · $100 a year on $10k · lower is better1.00%

6.30%Trailing 12-mo yield$630 · $9,983 a year on $10k99.83%

−8.7%Worst dropSmaller is better−35.3%

16.8%VolatilityLower is calmer62.4%

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

3–4AMDY wins

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

More Ways to See the Pairs

UMI vs AMDY: Top 5 Holdings

Today

UMI

37.0%in top 5

AMDY

in top 5[…]

UMIStockAMDY

8.4%ETnot top 5

7.8%EPDnot top 5

7.5%TRGPnot top 5

6.9%WMBnot top 5

6.5%ENB.TOnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

UMI vs AMDY Returns, Every Period

USCFUMI

+26.1%

past year

AMDYYieldMax

+39.0%

past year

UMIAMDYFaded: behind in that period

0–3AMDY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

UMI vs AMDY

YTD

USCFUMI

+18.8%

AMDYYieldMax

+58.2%

+18.8%Year to date+58.2%

−8.7%Worst drop · 1Y−35.3%

16.8%Volatility · 1Y62.4%

6.3%Yield99.8%

$523MAssets$425M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UMI, AMDY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

UMI0.85%$85

AMDY1.00%$100

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: UMI, AMDY, SCHD

99.83%highest, AMDY

FundTrailing yieldYield$10k

AMDY99.83%$9,983

UMI6.30%$630

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$9,883most kept, AMDY

AMDY$9,983 − $100 = $9,883

UMI$630 − $85 = $545

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: UMI, AMDY, SCHD

Today

1.3%most shared, UMI and SCHD

UMIAMDYSCHD

UMI—[…]1.3%

AMDY[…]—[…]

SCHD1.3%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.0%AMDY, at 62.4% volatility

SCHDWorst drop−6.9%11.7% vol

UMIWorst drop−8.7%16.8% vol

AMDYWorst drop−35.3%62.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYSCHD

+58.2%Year to date+32.3%

99.8%Yield3.0%

+39.0%Past year+38.7%

1.00%Fee0.06%

3–1AMDY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026