DIVE vs AMDY

ADIVE

BAMDY

Measures won3–1DIVE wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income88.29%AMDY · $8,829 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common[…]DIVE and AMDY

DIVE

AMDY

Dana Concentrated Dividend ETF · $50MYieldMax AMD Option Income Strategy ETF · $388M

[…]3 years · per year[…] · $27,698+40.4%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $100 on $10k · lower wins1.00%

1.27%12-mo yield$127 · $8,829 on $10k88.29%

−11.5%Worst dropSmaller wins−35.3%

12.8%VolatilityLower wins63.3%

3–1DIVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVE · AMDY

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

Held in common[…]

End-of-day Nov 6, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.27%	−0.8%	+11.2%	+17.4%	new	new	−11.5%	$50M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$388M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.27%	−0.8%	+11.2%	+17.4%	new	new	−11.5%	$50M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$388M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DIVE vs AMDY

DIVE

Dana Concentrated Dividend

[…]

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureDIVEAMDY

Fee0.65%1.00%

Cost on $10k a year$65$100

Yield1.27%88.29%

5 years, per year[…][…]

3 years, per year[…]+40.4%

Worst drop · 1Y−11.5%−35.3%

Volatility · 1Y12.8%63.3%

3–1measures won
DIVE first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DIVE, AMDY, VIG

Today

8.4%most shared, DIVE and VIG

DIVEAMDYVIG

DIVE—[…]8.4%

AMDY[…]—[…]

VIG8.4%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8,729most kept, AMDY

AMDY$8,829 − $100 = $8,729

VIG$150 − $4 = $146

DIVE$127 − $65 = $62

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee