AMDY vs CGDV

AAMDY

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income82.15%AMDY · $8,215 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common[…]AMDY and CGDV

AMDY

CGDV

YieldMax AMD Option Income Strategy ETF · $409MCapital Group Dividend Value ETF · $38.8B

+48.8%3 years · per year$32,976 · $19,988+26.0%

[…]5 years · per year[…]

1.00%Expense ratio$100 · $33 on $10k · lower wins0.33%

82.15%12-mo yield$8,215 · $123 on $10k1.23%

−27.0%Worst dropSmaller wins−9.7%

59.5%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsAMDY · CGDV

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

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	AAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	82.15%	+3.8%	+88.6%	+63.4%	+48.8%	new	−27.0%	$409M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	82.15%	+3.8%	+88.6%	+63.4%	+48.8%	new	−27.0%	$409M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

AMDY vs CGDV

AMDY

YieldMax AMD Option Income Strategy

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureAMDYCGDV

Fee1.00%0.33%

Cost on $10k a year$100$33

Yield82.15%1.23%

5 years, per year[…][…]

3 years, per year+48.8%+26.0%

Worst drop · 1Y−27.0%−9.7%

Volatility · 1Y59.5%12.6%

3–2measures won
CGDV first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AMDY, CGDV

Today

[…]holdings […]

AMDYCGDV

AMDY—[…]

CGDV[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8,115most kept, AMDY

AMDY$8,215 − $100 = $8,115

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee