KBWD vs AMDY

AKBWD

BAMDY

Measures won2–3AMDY wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · KBWD $9,094

Lowest cost0.04%VYM · $4 on $10k

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

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]KBWD and AMDY

KBWD

AMDY

Invesco KBW High Dividend Yield Financial ETF · $342MYieldMax AMD Option Income Strategy ETF · $350M

+4.1%3 years · per year$11,283 · $27,698+40.4%

−1.9%5 years · per year$9,094 · […][…]

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

15.99%12-mo yield$1,599 · $8,829 on $10k88.29%

−23.4%Worst dropSmaller wins−35.3%

17.5%VolatilityLower wins63.3%

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 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$350M

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$350M

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

KBWD vs AMDY

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureKBWDAMDY

Fee5.39%1.00%

Cost on $10k a year$539$100

Yield15.99%88.29%

5 years, per year−1.9%[…]

3 years, per year+4.1%+40.4%

Worst drop · 1Y−23.4%−35.3%

Volatility · 1Y17.5%63.3%

3–2measures won
AMDY 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: KBWD, AMDY, VYM

Today

0.3%most shared, KBWD and VYM

KBWDAMDYVYM

KBWD—[…]0.3%

AMDY[…]—[…]

VYM0.3%[…]—

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

KBWD$1,599 − $539 = $1,060

VYM$231 − $4 = $227

KeptFee

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