AMDY vs MPIM

AAMDY

BMPIM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]AMDY and MPIM

AMDY

MPIM

YieldMax AMD Option Income Strategy ETF · $388Mm+ Income Momentum Autocall ETF · $36M

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

[…]5 years · per year[…]

1.00%Expense ratio$100 · $70 on $10k · lower wins0.70%

78.31%12-mo yield$7,831 · $339 on $10k3.39%

−35.3%Worst dropSmaller wins[…]

64.0%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAMDY · MPIM

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	78.31%	+12.7%	+97.9%	+81.6%	+46.1%	new	−35.3%	$388M
4	BMPIM	m+ Income Momentum Autocall ETFRead Desk	0.70%	3.39%	+3.7%	new	new	new	new	[…]	$36M

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	78.31%	+12.7%	+97.9%	+81.6%	+46.1%	new	−35.3%	$388M
4	BMPIM	m+ Income Momentum Autocall ETFRead Desk	0.70%	3.39%	+3.7%	new	new	new	new	[…]	$36M

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 MPIM

AMDY

YieldMax AMD Option Income Strategy

[…]

MPIM

m+ Income Momentum Autocall

[…]

MeasureAMDYMPIM

Fee1.00%0.70%

Cost on $10k a year$100$70

Yield78.31%3.39%

5 years, per year[…][…]

3 years, per year+46.1%[…]

Worst drop · 1Y−35.3%[…]

Volatility · 1Y64.0%[…]

1–1measures won
level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: AMDY, MPIM, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

AMDYMPIMSCHDDGRO

AMDY—[…][…][…]

MPIM[…]—[…][…]

SCHD[…][…]—21.3%

DGRO[…][…]21.3%—

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

SCHD$296 − $6 = $290

MPIM$339 − $70 = $269

DGRO$184 − $8 = $176

KeptFee

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