FPE vs AMDY

AFPE

BAMDY

Measures won3–2FPE wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FPE $11,141

Lowest cost0.06%SCHD · $6 on $10k

Most income88.29%AMDY · $8,829 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 · $388M

+9.1%3 years · per year$12,986 · $27,698+40.4%

+2.2%5 years · per year$11,141 · […][…]

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

6.33%12-mo yield$633 · $8,829 on $10k88.29%

−4.4%Worst dropSmaller wins−35.3%

4.2%VolatilityLower wins63.3%

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 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.33%	+0.4%	−1.6%	−1.0%	+9.1%	+2.2%	−4.4%	$5.8B
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.33%	+0.4%	−1.6%	−1.0%	+9.1%	+2.2%	−4.4%	$5.8B
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

FPE vs AMDY

FPE

First Trust Preferred Securities and Income

$11,141

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureFPEAMDY

Fee0.83%1.00%

Cost on $10k a year$83$100

Yield6.33%88.29%

5 years, per year+2.2%[…]

3 years, per year+9.1%+40.4%

Worst drop · 1Y−4.4%−35.3%

Volatility · 1Y4.2%63.3%

3–2measures won
FPE 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FPE, AMDY, SCHD

Today

0.0%most shared, FPE and SCHD

FPEAMDYSCHD

FPE—[…]0.0%

AMDY[…]—[…]

SCHD0.0%[…]—

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

FPE$633 − $83 = $550

SCHD$300 − $6 = $294

KeptFee

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