BAGY vs SOXY

ABAGY

BSOXY

Measures won3–1BAGY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.65%BAGY · $65 on $10k

Most income47.12%BAGY · $4,712 on $10k

Smallest drop−29.0%SOXY · worst fall in 1Y

Held in common0.0%BAGY and SOXY

BAGY

SOXY

Amplify Bitcoin Max Income Covered Call ETF · $9MYieldMax Target 12 Semiconductor Option Income ETF · $60M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $106 on $10k · lower wins1.06%

47.12%12-mo yield$4,712 · $1,200 on $10k12.00%

−43.3%Worst dropSmaller wins−29.0%

43.2%VolatilityLower wins43.5%

3–1BAGY wins

$10,000 · 5 yearsAll three, one scale

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

Shared top holdingsBAGY · SOXY

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

Held in common0.0%

End-of-day Nov 3, 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

#								3Y/yr	5Y/yr
1	ABAGY	Amplify Bitcoin Max Income Covered Call ETFRead Desk	0.65%	47.12%	+1.9%	−23.8%	−38.4%	new	new	−43.3%	$9M
2	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	12.00%	+1.3%	+45.4%	+43.5%	new	new	−29.0%	$60M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	30.92%	+1.3%	−12.6%	−28.4%	new	new	−42.9%	$1.3B

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

All Three

5Y3 funds

#								3Y/yr	5Y/yr
1	ABAGY	Amplify Bitcoin Max Income Covered Call ETFRead Desk	0.65%	47.12%	+1.9%	−23.8%	−38.4%	new	new	−43.3%	$9M
2	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	12.00%	+1.3%	+45.4%	+43.5%	new	new	−29.0%	$60M
3	BTCI	NEOS Bitcoin High Income ETFRead Desk	0.99%	30.92%	+1.3%	−12.6%	−28.4%	new	new	−42.9%	$1.3B

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

Cards for this view

BAGY vs SOXY

BAGY

Amplify Bitcoin Max Income Covered Call

[…]

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

MeasureBAGYSOXY

Fee0.65%1.06%

Cost on $10k a year$65$106

Yield47.12%12.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−43.3%−29.0%

Volatility · 1Y43.2%43.5%

3–1measures won
BAGY first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BAGY, SOXY, BTCI

Today

0.0%most shared, BAGY and SOXY

BAGYSOXYBTCI

BAGY—0.0%0.0%

SOXY0.0%—0.0%

BTCI0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$4,647most kept, BAGY

BAGY$4,712 − $65 = $4,647

BTCI$3,092 − $99 = $2,993

SOXY$1,200 − $106 = $1,094

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee