BLUI vs AMDY

ABLUI

BAMDY

Measures won3–1BLUI wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income99.83%AMDY · $9,983 on $10k

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

Held in common[…]BLUI and AMDY

BLUI

AMDY

Bluemonte Diversified Income ETF · $123MYieldMax AMD Option Income Strategy ETF · $430M

[…]3 years · per year[…] · $27,010+39.3%

[…]5 years · per year[…]

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

5.23%12-mo yield$523 · $9,983 on $10k99.83%

−3.7%Worst dropSmaller wins−35.3%

4.1%VolatilityLower wins62.4%

3–1BLUI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBLUI · AMDY

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ABLUI	Bluemonte Diversified Income ETFRead Desk	0.80%	5.23%	−0.4%	+3.3%	+4.4%	new	new	−3.7%	$123M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	99.83%	−18.0%	+58.2%	+39.0%	+39.3%	new	−35.3%	$430M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ABLUI	Bluemonte Diversified Income ETFRead Desk	0.80%	5.23%	−0.4%	+3.3%	+4.4%	new	new	−3.7%	$123M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	99.83%	−18.0%	+58.2%	+39.0%	+39.3%	new	−35.3%	$430M

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

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

Yield5.23%99.83%

5 years, per year[…][…]

3 years, per year[…]+39.3%

Worst drop · 1Y−3.7%−35.3%

Volatility · 1Y4.1%62.4%

3–1measures won
BLUI first

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BLUI, AMDY, SCHD

Today

0.0%most shared, BLUI and SCHD

BLUIAMDYSCHD

BLUI—[…]0.0%

AMDY[…]—[…]

SCHD0.0%[…]—

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

Income After Fees on $10,000

$9,883most kept, AMDY

AMDY$9,983 − $100 = $9,883

BLUI$523 − $80 = $443

SCHD$298 − $6 = $292

KeptFee

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