KBWD vs AMDY

AKBWD

BAMDY

Measures won2–3AMDY wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · KBWD $8,948

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common[…]KBWD and AMDY

KBWD

AMDY

Invesco KBW High Dividend Yield Financial ETF · $335MYieldMax AMD Option Income Strategy ETF · $409M

+5.4%3 years · per year$11,722 · $32,976+48.8%

−2.2%5 years · per year$8,948 · […][…]

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

16.13%12-mo yield$1,613 · $8,215 on $10k82.15%

−23.4%Worst dropSmaller wins−27.0%

17.1%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 3, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	16.13%	−1.4%	−13.6%	−10.4%	+5.4%	−2.2%	−23.4%	$335M
3	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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	16.13%	−1.4%	−13.6%	−10.4%	+5.4%	−2.2%	−23.4%	$335M
3	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

KBWD vs AMDY

KBWD

Invesco KBW High Dividend Yield Financial

$8,948

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureKBWDAMDY

Fee5.39%1.00%

Cost on $10k a year$539$100

Yield16.13%82.15%

5 years, per year−2.2%[…]

3 years, per year+5.4%+48.8%

Worst drop · 1Y−23.4%−27.0%

Volatility · 1Y17.1%59.5%

3–2measures won
AMDY 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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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

Overlap: KBWD, AMDY, VIG

Today

0.0%most shared, KBWD and VIG

KBWDAMDYVIG

KBWD—[…]0.0%

AMDY[…]—[…]

VIG0.0%[…]—

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

KBWD$1,613 − $539 = $1,074

VIG$147 − $4 = $143

KeptFee

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