FCEF vs AMDY

AFCEF

BAMDY

Measures won3–2FCEF wins · of 6 · 5Y

$10,000 · 5Y$12,590FCEF

Lowest cost0.85%FCEF · $85 on $10k

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

Smallest drop−7.0%FCEF · worst fall in 1Y

Held in common[…]FCEF and AMDY

FCEF

AMDY

First Trust Income Opportunities ETF · $81MYieldMax AMD Option Income Strategy ETF · $350M

+15.8%3 years · per year$15,546 · $27,698+40.4%

+4.7%5 years · per year$12,590 · […][…]

0.85%Expense ratio$85 · $100 on $10k · lower wins1.00%

7.24%12-mo yield$724 · $8,829 on $10k88.29%

−7.0%Worst dropSmaller wins−35.3%

8.5%VolatilityLower wins63.3%

3–2FCEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCEF · 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

Both

5Y2 funds

#			Trend
1	AFCEF	First Trust Income Opportunities ETFRead Desk		0.85%	7.24%	+0.8%	+4.5%	+6.9%	+15.8%	+4.7%	−7.0%	$81M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$350M

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

Both

5Y2 funds

#			Trend
1	AFCEF	First Trust Income Opportunities ETFRead Desk		0.85%	7.24%	+0.8%	+4.5%	+6.9%	+15.8%	+4.7%	−7.0%	$81M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$350M

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

FCEF vs AMDY

FCEF

First Trust Income Opportunities

$12,590

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureFCEFAMDY

Fee0.85%1.00%

Cost on $10k a year$85$100

Yield7.24%88.29%

5 years, per year+4.7%[…]

3 years, per year+15.8%+40.4%

Worst drop · 1Y−7.0%−35.3%

Volatility · 1Y8.5%63.3%

3–2measures won
FCEF 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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FCEF, AMDY

Today

[…]holdings […]

FCEFAMDY

FCEF—[…]

AMDY[…]—

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

FCEF$724 − $85 = $639

KeptFee

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