AMDY vs PBDC

AAMDY

BPBDC

Measures won3–2AMDY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost1.00%AMDY · $100 on $10k

Most income81.01%AMDY · $8,101 on $10k

Smallest drop−15.6%PBDC · worst fall in 1Y

Held in common[…]AMDY and PBDC

AMDY

PBDC

YieldMax AMD Option Income Strategy ETF · $425MPutnam BDC Income ETF · $276M

+49.4%3 years · per year$33,356 · $12,255+7.0%

[…]5 years · per year[…]

1.00%Expense ratio$100 · $1,177 on $10k · lower wins11.77%

81.01%12-mo yield$8,101 · $1,112 on $10k11.12%

−27.0%Worst dropSmaller wins−15.6%

59.5%VolatilityLower wins19.5%

3–2AMDY wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsAMDY · PBDC

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

Held in common[…]

End-of-day Nov 4, 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%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$425M
2	BPBDC	Putnam BDC Income ETFRead Desk		11.77%	11.12%	+2.0%	−5.6%	−3.2%	+7.0%	new	−15.6%	$276M

End-of-day Nov 4, 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%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$425M
2	BPBDC	Putnam BDC Income ETFRead Desk		11.77%	11.12%	+2.0%	−5.6%	−3.2%	+7.0%	new	−15.6%	$276M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AMDY vs PBDC

AMDY

YieldMax AMD Option Income Strategy

[…]

PBDC

Putnam BDC Income

[…]

MeasureAMDYPBDC

Fee1.00%11.77%

Cost on $10k a year$100$1,177

Yield81.01%11.12%

5 years, per year[…][…]

3 years, per year+49.4%+7.0%

Worst drop · 1Y−27.0%−15.6%

Volatility · 1Y59.5%19.5%

3–2measures won
AMDY first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AMDY, PBDC

Today

[…]holdings […]

AMDYPBDC

AMDY—[…]

PBDC[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8,001most kept, AMDY

AMDY$8,101 − $100 = $8,001

PBDC$1,112 − $1,177 = −$65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee