MSTI vs AMDY

AMSTI

BAMDY

Measures won3–2MSTI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.36%MSTI · $36 on $10k

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

Smallest drop−1.7%MSTI · worst fall in 1Y

Held in common[…]MSTI and AMDY

MSTI

AMDY

Madison Short Term Strategic Income ETF · $46MYieldMax AMD Option Income Strategy ETF · $425M

+5.9%3 years · per year$11,860 · $27,010+39.3%

[…]5 years · per year[…]

0.36%Expense ratio$36 · $100 on $10k · lower wins1.00%

5.38%12-mo yield$538 · $9,983 on $10k99.83%

−1.7%Worst dropSmaller wins−35.3%

2.2%VolatilityLower wins62.4%

3–2MSTI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsMSTI · 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	AMSTI	Madison Short Term Strategic Income ETFRead Desk		0.36%	5.38%	+0.1%	+1.4%	+2.4%	+5.9%	new	−1.7%	$46M
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	AMSTI	Madison Short Term Strategic Income ETFRead Desk		0.36%	5.38%	+0.1%	+1.4%	+2.4%	+5.9%	new	−1.7%	$46M
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

MSTI vs AMDY

MSTI

Madison Short Term Strategic Income

[…]

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureMSTIAMDY

Fee0.36%1.00%

Cost on $10k a year$36$100

Yield5.38%99.83%

5 years, per year[…][…]

3 years, per year+5.9%+39.3%

Worst drop · 1Y−1.7%−35.3%

Volatility · 1Y2.2%62.4%

3–2measures won
MSTI 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: MSTI, AMDY

Today

[…]holdings […]

MSTIAMDY

MSTI—[…]

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

MSTI$538 − $36 = $502

KeptFee

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