AMDY vs SIO

AAMDY

BSIO

Measures won2–3SIO wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income88.29%AMDY · $8,829 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common[…]AMDY and SIO

AMDY

SIO

YieldMax AMD Option Income Strategy ETF · $430MTouchstone Strategic Income ETF · $306M

+40.4%3 years · per year$27,698 · $12,483+7.7%

[…]5 years · per year[…]

1.00%Expense ratio$100 · $82 on $10k · lower wins0.82%

88.29%12-mo yield$8,829 · $700 on $10k7.00%

−35.3%Worst dropSmaller wins−3.6%

63.3%VolatilityLower wins4.0%

2–3SIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMDY · SIO

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$430M
3	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.00%	+0.1%	+0.4%	+1.6%	+7.7%	new	−3.6%	$306M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$430M
3	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.00%	+0.1%	+0.4%	+1.6%	+7.7%	new	−3.6%	$306M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AMDY vs SIO

AMDY

YieldMax AMD Option Income Strategy

[…]

SIO

Touchstone Strategic Income

[…]

MeasureAMDYSIO

Fee1.00%0.82%

Cost on $10k a year$100$82

Yield88.29%7.00%

5 years, per year[…][…]

3 years, per year+40.4%+7.7%

Worst drop · 1Y−35.3%−3.6%

Volatility · 1Y63.3%4.0%

3–2measures won
SIO first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AMDY, SIO, JEPI

Today

0.6%most shared, SIO and JEPI

AMDYSIOJEPI

AMDY—[…][…]

SIO[…]—0.6%

JEPI[…]0.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8,729most kept, AMDY

AMDY$8,829 − $100 = $8,729

JEPI$809 − $35 = $774

SIO$700 − $82 = $618

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee