KBWD vs AMDY

AKBWD

BAMDY

Measures won2–3AMDY wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · KBWD $9,364

Lowest cost0.06%SCHD · $6 on $10k

Most income81.01%AMDY · $8,101 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]KBWD and AMDY

KBWD

AMDY

Invesco KBW High Dividend Yield Financial ETF · $331MYieldMax AMD Option Income Strategy ETF · $425M

+6.3%3 years · per year$12,018 · $33,356+49.4%

−1.3%5 years · per year$9,364 · […][…]

5.39%Expense ratio$539 · $100 on $10k · lower wins1.00%

15.61%12-mo yield$1,561 · $8,101 on $10k81.01%

−23.4%Worst dropSmaller wins−27.0%

17.4%VolatilityLower wins59.5%

2–3AMDY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWD · 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$331M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$425M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$331M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$425M

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

KBWD vs AMDY

KBWD

Invesco KBW High Dividend Yield Financial

$9,364

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureKBWDAMDY

Fee5.39%1.00%

Cost on $10k a year$539$100

Yield15.61%81.01%

5 years, per year−1.3%[…]

3 years, per year+6.3%+49.4%

Worst drop · 1Y−23.4%−27.0%

Volatility · 1Y17.4%59.5%

3–2measures won
AMDY first

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: KBWD, AMDY, SCHD

Today

0.1%most shared, KBWD and SCHD

KBWDAMDYSCHD

KBWD—[…]0.1%

AMDY[…]—[…]

SCHD0.1%[…]—

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

Income After Fees on $10,000

$8,001most kept, AMDY

AMDY$8,101 − $100 = $8,001

KBWD$1,561 − $539 = $1,022

SCHD$291 − $6 = $285

KeptFee

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