AMDY vs UMI5YAMDYAMDYAvsBUMIUMIYieldMax AMD Option Income Strategy ETF · $441MUSCF Midstream Energy Income Fund · $527MReturns · dividends in+50.0%3 years · per year$33,737 · $18,799+23.4%[…]5 years · per year[…] · $24,168+19.3%Cost and income1.00%Expense ratio$100 · $85 on $10k · lower wins0.85%72.32%12-mo yield$7,232 · $611 on $10k6.11%Risk · 1 year−35.3%End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUMIUSCF Midstream Energy Income FundReadDesk0.85%6.11%+1.4%+22.5%+25.3%+23.4%+19.3%−9.7%$527M2AAMDYYieldMax AMD Option Income Strategy ETFReadDesk1.00%72.32%+7.1%+114.3%+92.8%+50.0%new−35.3%$441MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUMIUSCF Midstream Energy Income FundReadDesk0.85%6.11%+1.4%+22.5%+25.3%+23.4%+19.3%−9.7%$527M2AAMDYYieldMax AMD Option Income Strategy ETFReadDesk1.00%72.32%+7.1%+114.3%+92.8%+50.0%new−35.3%$441MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in AMDY, UMI5Y$10k startUMI $24.2kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: AMDY, UMIToday[…]holdings […]AMDYUMIAMDY—[…]UMI[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
AMDY vs UMI5YAAMDYYieldMax AMD Option Income Strategy[…]vsUMIBUSCF Midstream Energy Income Fund$24,168MeasureAMDYUMIFee1.00%0.85%Cost on $10k a year$100$85Yield72.32%6.11%5 years, per year[…]+19.3%3 years, per year+50.0%+23.4%Worst drop · 1Y−35.3%−9.7%Volatility · 1Y64.2%
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: AMDY, UMIToday[…]holdings […]AMDYUMIAMDY—[…]UMI[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$7,132most kept, AMDYAMDY$7,232 − $100 = $7,132UMI$611 − $85 = $526KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee