FTRI vs AMDY

AFTRI

BAMDY

Measures won3–2FTRI wins · of 6 · 5Y

$10,000 · 5Y$15,847FTRI

Lowest cost0.70%FTRI · $70 on $10k

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

Smallest drop−17.0%FTRI · worst fall in 1Y

Held in common[…]FTRI and AMDY

FTRI

AMDY

First Trust Indxx Global Natural Resources Income ETF · $114MYieldMax AMD Option Income Strategy ETF · $409M

+14.1%3 years · per year$14,839 · $32,976+48.8%

+9.6%5 years · per year$15,847 · […][…]

0.70%Expense ratio$70 · $100 on $10k · lower wins1.00%

2.13%12-mo yield$213 · $8,215 on $10k82.15%

−17.0%Worst dropSmaller wins−27.0%

19.4%VolatilityLower wins59.5%

3–2FTRI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTRI · AMDY

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

Held in common[…]

End-of-day Nov 3, 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	AFTRI	First Trust Indxx Global Natural Resources Income ETFRead Desk		0.70%	2.13%	−1.3%	+7.2%	+14.3%	+14.1%	+9.6%	−17.0%	$114M
2	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 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFTRI	First Trust Indxx Global Natural Resources Income ETFRead Desk		0.70%	2.13%	−1.3%	+7.2%	+14.3%	+14.1%	+9.6%	−17.0%	$114M
2	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 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTRI vs AMDY

FTRI

First Trust Indxx Global Natural Resources Income

$15,847

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureFTRIAMDY

Fee0.70%1.00%

Cost on $10k a year$70$100

Yield2.13%82.15%

5 years, per year+9.6%[…]

3 years, per year+14.1%+48.8%

Worst drop · 1Y−17.0%−27.0%

Volatility · 1Y19.4%59.5%

3–2measures won
FTRI first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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 3, 2026

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 3, 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 3, 2026

Overlap: FTRI, AMDY

Today

[…]holdings […]

FTRIAMDY

FTRI—[…]

AMDY[…]—

End-of-day Nov 3, 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

FTRI$213 − $70 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee