AMDY vs KBWD

AAMDY

BKBWD

Measures won3–2AMDY wins · of 6 · 5Y

$10,000 · 5Y$8,948KBWD

Lowest cost1.00%AMDY · $100 on $10k

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

Smallest drop−23.4%KBWD · worst fall in 1Y

Held in common[…]AMDY and KBWD

AMDY

KBWD

YieldMax AMD Option Income Strategy ETF · $409MInvesco KBW High Dividend Yield Financial ETF · $335M

+48.8%3 years · per year$32,976 · $11,722+5.4%

[…]5 years · per year[…] · $8,948−2.2%

1.00%Expense ratio$100 · $539 on $10k · lower wins5.39%

82.15%12-mo yield$8,215 · $1,613 on $10k16.13%

−27.0%Worst dropSmaller wins−23.4%

59.5%VolatilityLower wins17.1%

3–2AMDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAMDY · KBWD

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
1	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	16.13%	−1.4%	−13.6%	−10.4%	+5.4%	−2.2%	−23.4%	$335M
2	AAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	82.15%	+3.8%	+88.6%	+63.4%	+48.8%	new	−27.0%	$409M

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
1	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	16.13%	−1.4%	−13.6%	−10.4%	+5.4%	−2.2%	−23.4%	$335M
2	AAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	82.15%	+3.8%	+88.6%	+63.4%	+48.8%	new	−27.0%	$409M

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 KBWD

AMDY

YieldMax AMD Option Income Strategy

[…]

KBWD

Invesco KBW High Dividend Yield Financial

$8,948

MeasureAMDYKBWD

Fee1.00%5.39%

Cost on $10k a year$100$539

Yield82.15%16.13%

5 years, per year[…]−2.2%

3 years, per year+48.8%+5.4%

Worst drop · 1Y−27.0%−23.4%

Volatility · 1Y59.5%17.1%

3–2measures won
AMDY 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, KBWD

Today

[…]holdings […]

AMDYKBWD

AMDY—[…]

KBWD[…]—

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

KBWD$1,613 − $539 = $1,074

KeptFee

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