FPE vs AMDY

AFPE

BAMDY

Measures won3–2FPE wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI · FPE $11,159

Lowest cost0.35%JEPI · $35 on $10k

Most income82.15%AMDY · $8,215 on $10k

Smallest drop−4.4%FPE · worst fall in 1Y

Held in common[…]FPE and AMDY

FPE

AMDY

First Trust Preferred Securities and Income ETF · $5.8BYieldMax AMD Option Income Strategy ETF · $409M

+9.4%3 years · per year$13,099 · $32,976+48.8%

+2.1%5 years · per year$11,068 · […][…]

0.83%Expense ratio$83 · $100 on $10k · lower wins1.00%

6.37%12-mo yield$637 · $8,215 on $10k82.15%

−4.4%Worst dropSmaller wins−27.0%

4.0%VolatilityLower wins59.5%

3–2FPE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPE · 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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.37%	−0.1%	−2.1%	−1.7%	+9.4%	+2.1%	−4.4%	$5.8B
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	82.15%	+3.8%	+88.6%	+63.4%	+48.8%	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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.37%	−0.1%	−2.1%	−1.7%	+9.4%	+2.1%	−4.4%	$5.8B
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	82.15%	+3.8%	+88.6%	+63.4%	+48.8%	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

FPE vs AMDY

FPE

First Trust Preferred Securities and Income

$11,068

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureFPEAMDY

Fee0.83%1.00%

Cost on $10k a year$83$100

Yield6.37%82.15%

5 years, per year+2.1%[…]

3 years, per year+9.4%+48.8%

Worst drop · 1Y−4.4%−27.0%

Volatility · 1Y4.0%59.5%

3–2measures won
FPE first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

Overlap: FPE, AMDY, JEPI

Today

0.0%most shared, FPE and JEPI

FPEAMDYJEPI

FPE—[…]0.0%

AMDY[…]—[…]

JEPI0.0%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8,115most kept, AMDY

AMDY$8,215 − $100 = $8,115

JEPI$796 − $35 = $761

FPE$637 − $83 = $554

KeptFee

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