AMDY vs UDIV

AAMDY

BUDIV

Measures won2–3UDIV wins · of 6 · 5Y

$10,000 · 5Y$19,424UDIV

Lowest cost0.06%UDIV · $6 on $10k

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

Smallest drop−8.4%UDIV · worst fall in 1Y

Held in common[…]AMDY and UDIV

AMDY

UDIV

YieldMax AMD Option Income Strategy ETF · $425MFranklin U.S. Core Dividend Tilt Index ETF · $160M

+49.4%3 years · per year$33,356 · $20,378+26.8%

[…]5 years · per year[…] · $19,424+14.2%

1.00%Expense ratio$100 · $6 on $10k · lower wins0.06%

81.01%12-mo yield$8,101 · $141 on $10k1.41%

−27.0%Worst dropSmaller wins−8.4%

59.5%VolatilityLower wins13.1%

2–3UDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAMDY · UDIV

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
1	BUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.41%	+1.6%	+16.8%	+17.0%	+26.8%	+14.2%	−8.4%	$160M
2	AAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$425M

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
1	BUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.41%	+1.6%	+16.8%	+17.0%	+26.8%	+14.2%	−8.4%	$160M
2	AAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$425M

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 UDIV

AMDY

YieldMax AMD Option Income Strategy

[…]

UDIV

Franklin U.S. Core Dividend Tilt Index

$19,424

MeasureAMDYUDIV

Fee1.00%0.06%

Cost on $10k a year$100$6

Yield81.01%1.41%

5 years, per year[…]+14.2%

3 years, per year+49.4%+26.8%

Worst drop · 1Y−27.0%−8.4%

Volatility · 1Y59.5%13.1%

3–2measures won
UDIV 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, UDIV

Today

[…]holdings […]

AMDYUDIV

AMDY—[…]

UDIV[…]—

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

UDIV$141 − $6 = $135

KeptFee

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