FDL vs AMDY

AFDL

BAMDY

Measures won3–2FDL wins · of 6 · 5Y

$10,000 · 5Y$20,479FDL

Lowest cost0.43%FDL · $43 on $10k

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

Smallest drop−7.2%FDL · worst fall in 1Y

Held in common[…]FDL and AMDY

FDL

AMDY

First Trust Morningstar Dividend Leaders Index Fund · $8.4BYieldMax AMD Option Income Strategy ETF · $425M

+25.0%3 years · per year$19,529 · $33,356+49.4%

+15.4%5 years · per year$20,479 · […][…]

0.43%Expense ratio$43 · $100 on $10k · lower wins1.00%

3.54%12-mo yield$354 · $8,101 on $10k81.01%

−7.2%Worst dropSmaller wins−27.0%

12.5%VolatilityLower wins59.5%

3–2FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · 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
1	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.54%	+2.2%	+26.9%	+34.4%	+25.0%	+15.4%	−7.2%	$8.4B
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$425M

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
1	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.54%	+2.2%	+26.9%	+34.4%	+25.0%	+15.4%	−7.2%	$8.4B
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$425M

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

FDL vs AMDY

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,479

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureFDLAMDY

Fee0.43%1.00%

Cost on $10k a year$43$100

Yield3.54%81.01%

5 years, per year+15.4%[…]

3 years, per year+25.0%+49.4%

Worst drop · 1Y−7.2%−27.0%

Volatility · 1Y12.5%59.5%

3–2measures won
FDL 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDL, AMDY

Today

[…]holdings […]

FDLAMDY

FDL—[…]

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

FDL$354 − $43 = $311

KeptFee

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