AMZY vs PLTY

AAMZY

BPLTY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$20,505TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income86.23%PLTY · $8,623 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common[…]AMZY and PLTY

AMZY

PLTY

YieldMax AMZN Option Income Strategy ETF · $219MYieldMax PLTR Option Income Strategy ETF · $339M

+21.8%3 years · per year$18,083 · […][…]

[…]5 years · per year[…]

1.09%Expense ratio$109 · $107 on $10k · lower wins1.07%

45.89%12-mo yield$4,589 · $8,623 on $10k86.23%

−19.0%Worst dropSmaller wins−38.0%

26.9%VolatilityLower wins51.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMZY · PLTY

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

Held in common[…]

End-of-day Nov 5, 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	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	AAMZY	YieldMax AMZN Option Income Strategy ETFRead Desk	1.09%	45.89%	−2.4%	+10.2%	+4.1%	+21.8%	new	−19.0%	$219M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	86.23%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$339M

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

All Three

5Y3 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	AAMZY	YieldMax AMZN Option Income Strategy ETFRead Desk	1.09%	45.89%	−2.4%	+10.2%	+4.1%	+21.8%	new	−19.0%	$219M
3	BPLTY	YieldMax PLTR Option Income Strategy ETFRead Desk	1.07%	86.23%	−10.4%	−9.2%	−16.4%	new	new	−38.0%	$339M

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

Cards for this view

AMZY vs PLTY

AMZY

YieldMax AMZN Option Income Strategy

[…]

PLTY

YieldMax PLTR Option Income Strategy

[…]

MeasureAMZYPLTY

Fee1.09%1.07%

Cost on $10k a year$109$107

Yield45.89%86.23%

5 years, per year[…][…]

3 years, per year+21.8%[…]

Worst drop · 1Y−19.0%−38.0%

Volatility · 1Y26.9%51.4%

2–2measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AMZY, PLTY, TDIV

Today

[…]holdings […]

AMZYPLTYTDIV

AMZY—[…][…]

PLTY[…]—[…]

TDIV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8,516most kept, PLTY

PLTY$8,623 − $107 = $8,516

AMZY$4,589 − $109 = $4,480

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee