LFDR vs AMDY

ALFDR

BAMDY

Measures won3–1LFDR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%LFDR · $25 on $10k

Most income99.83%AMDY · $9,983 on $10k

Smallest drop−11.1%LFDR · worst fall in 1Y

Held in common[…]LFDR and AMDY

LFDR

AMDY

Stone Ridge Trust - LifeX Durable Income ETF · $1MYieldMax AMD Option Income Strategy ETF · $425M

[…]3 years · per year[…] · $27,010+39.3%

[…]5 years · per year[…]

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

6.20%12-mo yield$620 · $9,983 on $10k99.83%

−11.1%Worst dropSmaller wins−35.3%

8.4%VolatilityLower wins62.4%

3–1LFDR wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsLFDR · AMDY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	ALFDR	Stone Ridge Trust - LifeX Durable Income ETFRead Desk		0.25%	6.20%	−1.1%	−3.0%	−4.6%	new	new	−11.1%	$809K
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	99.83%	−18.0%	+58.2%	+39.0%	+39.3%	new	−35.3%	$425M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ALFDR	Stone Ridge Trust - LifeX Durable Income ETFRead Desk		0.25%	6.20%	−1.1%	−3.0%	−4.6%	new	new	−11.1%	$809K
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	99.83%	−18.0%	+58.2%	+39.0%	+39.3%	new	−35.3%	$425M

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

Cards for this view

LFDR vs AMDY

LFDR

Stone Ridge Trust - LifeX Durable Income

[…]

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureLFDRAMDY

Fee0.25%1.00%

Cost on $10k a year$25$100

Yield6.20%99.83%

5 years, per year[…][…]

3 years, per year[…]+39.3%

Worst drop · 1Y−11.1%−35.3%

Volatility · 1Y8.4%62.4%

3–1measures won
LFDR first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LFDR, AMDY

Today

[…]holdings […]

LFDRAMDY

LFDR—[…]

AMDY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$9,883most kept, AMDY

AMDY$9,983 − $100 = $9,883

LFDR$620 − $25 = $595

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee