AMAX vs AMDY

AAMAX

BAMDY

Measures won2–3AMDY wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income88.29%AMDY · $8,829 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]AMAX and AMDY

AMAX

AMDY

Adaptive Hedged Multi-Asset Income ETF · $72MYieldMax AMD Option Income Strategy ETF · $388M

+9.5%3 years · per year$13,143 · $27,698+40.4%

[…]5 years · per year[…]

1.37%Expense ratio$137 · $100 on $10k · lower wins1.00%

12.67%12-mo yield$1,267 · $8,829 on $10k88.29%

−7.6%Worst dropSmaller wins−35.3%

12.5%VolatilityLower wins63.3%

2–3AMDY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMAX · AMDY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk	1.37%	12.67%	0.0%	0.0%	−0.3%	+9.5%	new	−7.6%	$72M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$388M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk	1.37%	12.67%	0.0%	0.0%	−0.3%	+9.5%	new	−7.6%	$72M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$388M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AMAX vs AMDY

AMAX

Adaptive Hedged Multi-Asset Income

[…]

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureAMAXAMDY

Fee1.37%1.00%

Cost on $10k a year$137$100

Yield12.67%88.29%

5 years, per year[…][…]

3 years, per year+9.5%+40.4%

Worst drop · 1Y−7.6%−35.3%

Volatility · 1Y12.5%63.3%

3–2measures won
AMDY first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AMAX, AMDY, SCHD

Today

0.0%most shared, AMAX and SCHD

AMAXAMDYSCHD

AMAX—[…]0.0%

AMDY[…]—[…]

SCHD0.0%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8,729most kept, AMDY

AMDY$8,829 − $100 = $8,729

AMAX$1,267 − $137 = $1,130

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee