BLUI vs AMDY

ABLUI

BAMDY

Measures won3–1BLUI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.80%BLUI · $80 on $10k

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

Smallest drop−3.7%BLUI · worst fall in 1Y

Held in common[…]BLUI and AMDY

BLUI

AMDY

Bluemonte Diversified Income ETF · $122MYieldMax AMD Option Income Strategy ETF · $409M

[…]3 years · per year[…] · $33,356+49.4%

[…]5 years · per year[…]

0.80%Expense ratio$80 · $100 on $10k · lower wins1.00%

5.21%12-mo yield$521 · $8,101 on $10k81.01%

−3.7%Worst dropSmaller wins−27.0%

4.0%VolatilityLower wins59.5%

3–1BLUI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsBLUI · AMDY

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							5Y/yr
1	ABLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.21%	+0.6%	+3.7%	+4.7%	new	new	−3.7%	$122M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$409M

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							5Y/yr
1	ABLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.21%	+0.6%	+3.7%	+4.7%	new	new	−3.7%	$122M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$409M

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

BLUI vs AMDY

BLUI

Bluemonte Diversified Income

[…]

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureBLUIAMDY

Fee0.80%1.00%

Cost on $10k a year$80$100

Yield5.21%81.01%

5 years, per year[…][…]

3 years, per year[…]+49.4%

Worst drop · 1Y−3.7%−27.0%

Volatility · 1Y4.0%59.5%

3–1measures won
BLUI 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BLUI, AMDY

Today

[…]holdings […]

BLUIAMDY

BLUI—[…]

AMDY[…]—

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

BLUI$521 − $80 = $441

KeptFee

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