IYLD vs AMDY

AIYLD

BAMDY

Measures won3–2IYLD wins · of 6 · 5Y

$10,000 · 5Y$11,608IYLD

Lowest cost0.50%IYLD · $50 on $10k

Most income88.29%AMDY · $8,829 on $10k

Smallest drop−4.7%IYLD · worst fall in 1Y

Held in common[…]IYLD and AMDY

IYLD

AMDY

iShares Morningstar Multi-Asset Income ETF · $129MYieldMax AMD Option Income Strategy ETF · $430M

+10.3%3 years · per year$13,437 · $27,698+40.4%

+3.0%5 years · per year$11,608 · […][…]

0.50%Expense ratio$50 · $100 on $10k · lower wins1.00%

4.83%12-mo yield$483 · $8,829 on $10k88.29%

−4.7%Worst dropSmaller wins−35.3%

6.0%VolatilityLower wins63.3%

3–2IYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYLD · 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

Both

5Y2 funds

#			Trend
1	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.83%	−0.2%	+4.4%	+6.4%	+10.3%	+3.0%	−4.7%	$129M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$430M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.83%	−0.2%	+4.4%	+6.4%	+10.3%	+3.0%	−4.7%	$129M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$430M

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

IYLD vs AMDY

IYLD

iShares Morningstar Multi-Asset Income

$11,608

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureIYLDAMDY

Fee0.50%1.00%

Cost on $10k a year$50$100

Yield4.83%88.29%

5 years, per year+3.0%[…]

3 years, per year+10.3%+40.4%

Worst drop · 1Y−4.7%−35.3%

Volatility · 1Y6.0%63.3%

3–2measures won
IYLD 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IYLD, AMDY

Today

[…]holdings […]

IYLDAMDY

IYLD—[…]

AMDY[…]—

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

IYLD$483 − $50 = $433

KeptFee

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