LDDR vs AMDY

ALDDR

BAMDY

Measures won3–1LDDR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%LDDR · $25 on $10k

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

Smallest drop−5.3%LDDR · worst fall in 1Y

Held in common[…]LDDR and AMDY

LDDR

AMDY

Stone Ridge Trust - LifeX 2035 Income Bucket ETF · $38MYieldMax AMD Option Income Strategy ETF · $409M

[…]3 years · per year[…] · $32,976+48.8%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $100 on $10k · lower wins1.00%

14.55%12-mo yield$1,455 · $8,215 on $10k82.15%

−5.3%Worst dropSmaller wins−27.0%

4.4%VolatilityLower wins59.5%

3–1LDDR wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsLDDR · 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

Both

5Y2 funds

#			Trend							5Y/yr
1	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk		0.25%	14.55%	−1.3%	−1.7%	−1.2%	new	new	−5.3%	$38M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk		0.25%	14.55%	−1.3%	−1.7%	−1.2%	new	new	−5.3%	$38M
2	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

LDDR vs AMDY

LDDR

Stone Ridge Trust - LifeX 2035 Income Bucket

[…]

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureLDDRAMDY

Fee0.25%1.00%

Cost on $10k a year$25$100

Yield14.55%82.15%

5 years, per year[…][…]

3 years, per year[…]+48.8%

Worst drop · 1Y−5.3%−27.0%

Volatility · 1Y4.4%59.5%

3–1measures won
LDDR 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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: LDDR, AMDY

Today

[…]holdings […]

LDDRAMDY

LDDR—[…]

AMDY[…]—

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

LDDR$1,455 − $25 = $1,430

KeptFee

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