FVD vs AMDY

AFVD

BAMDY

Measures won3–2FVD wins · of 6 · 5Y

$10,000 · 5Y$13,965FVD

Lowest cost0.62%FVD · $62 on $10k

Most income99.83%AMDY · $9,983 on $10k

Smallest drop−7.6%FVD · worst fall in 1Y

Held in common[…]FVD and AMDY

FVD

AMDY

First Trust Value Line Dividend Index Fund · $8.1BYieldMax AMD Option Income Strategy ETF · $425M

+14.6%3 years · per year$15,044 · $27,010+39.3%

+6.9%5 years · per year$13,965 · […][…]

0.62%Expense ratio$62 · $100 on $10k · lower wins1.00%

2.18%12-mo yield$218 · $9,983 on $10k99.83%

−7.6%Worst dropSmaller wins−35.3%

10.8%VolatilityLower wins62.4%

3–2FVD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFVD · AMDY

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

Held in common[…]

End-of-day Nov 5, 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	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.18%	−1.2%	+13.5%	+16.7%	+14.6%	+6.9%	−7.6%	$8.1B
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	99.83%	−18.0%	+58.2%	+39.0%	+39.3%	new	−35.3%	$425M

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

Both

5Y2 funds

#			Trend
1	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.18%	−1.2%	+13.5%	+16.7%	+14.6%	+6.9%	−7.6%	$8.1B
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	99.83%	−18.0%	+58.2%	+39.0%	+39.3%	new	−35.3%	$425M

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

Cards for this view

FVD vs AMDY

FVD

First Trust Value Line Dividend Index Fund

$13,965

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureFVDAMDY

Fee0.62%1.00%

Cost on $10k a year$62$100

Yield2.18%99.83%

5 years, per year+6.9%[…]

3 years, per year+14.6%+39.3%

Worst drop · 1Y−7.6%−35.3%

Volatility · 1Y10.8%62.4%

3–2measures won
FVD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FVD, AMDY

Today

[…]holdings […]

FVDAMDY

FVD—[…]

AMDY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$9,883most kept, AMDY

AMDY$9,983 − $100 = $9,883

FVD$218 − $62 = $156

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee