AMDY vs DIVE

AAMDY

BDIVE

Measures won1–3DIVE wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.65%DIVE · $65 on $10k

Most income78.31%AMDY · $7,831 on $10k

Smallest drop−11.5%DIVE · worst fall in 1Y

Held in common[…]AMDY and DIVE

AMDY

DIVE

YieldMax AMD Option Income Strategy ETF · $388MDana Concentrated Dividend ETF · $50M

+46.1%3 years · per year$31,180 · […][…]

[…]5 years · per year[…]

1.00%Expense ratio$100 · $65 on $10k · lower wins0.65%

78.31%12-mo yield$7,831 · $125 on $10k1.25%

−35.3%Worst dropSmaller wins−11.5%

64.0%VolatilityLower wins12.8%

1–3DIVE wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsAMDY · DIVE

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

Held in common[…]

End-of-day Nov 9, 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%	78.31%	+12.7%	+97.9%	+81.6%	+46.1%	new	−35.3%	$388M
2	BDIVE	Dana Concentrated Dividend ETFRead Desk		0.65%	1.25%	+1.5%	+12.8%	+20.2%	new	new	−11.5%	$50M

End-of-day Nov 9, 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%	78.31%	+12.7%	+97.9%	+81.6%	+46.1%	new	−35.3%	$388M
2	BDIVE	Dana Concentrated Dividend ETFRead Desk		0.65%	1.25%	+1.5%	+12.8%	+20.2%	new	new	−11.5%	$50M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AMDY vs DIVE

AMDY

YieldMax AMD Option Income Strategy

[…]

DIVE

Dana Concentrated Dividend

[…]

MeasureAMDYDIVE

Fee1.00%0.65%

Cost on $10k a year$100$65

Yield78.31%1.25%

5 years, per year[…][…]

3 years, per year+46.1%[…]

Worst drop · 1Y−35.3%−11.5%

Volatility · 1Y64.0%12.8%

3–1measures won
DIVE first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: AMDY, DIVE

Today

[…]holdings […]

AMDYDIVE

AMDY—[…]

DIVE[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7,731most kept, AMDY

AMDY$7,831 − $100 = $7,731

DIVE$125 − $65 = $60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee