MVFD vs AMDY

AMVFD

BAMDY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost1.00%AMDY · $100 on $10k

Most income81.01%AMDY · $8,101 on $10k

Smallest drop−9.1%MVFD · worst fall in 1Y

Held in common[…]MVFD and AMDY

MVFD

AMDY

Monarch Volume Factor Dividend Tree ETF · $142MYieldMax AMD Option Income Strategy ETF · $425M

[…]3 years · per year[…] · $33,356+49.4%

[…]5 years · per year[…]

1.10%Expense ratio$110 · $100 on $10k · lower wins1.00%

1.27%12-mo yield$127 · $8,101 on $10k81.01%

−9.1%Worst dropSmaller wins−27.0%

14.9%VolatilityLower wins59.5%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsMVFD · AMDY

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

Held in common[…]

End-of-day Nov 4, 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	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.27%	+3.3%	+24.8%	+26.5%	new	new	−9.1%	$142M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$425M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.27%	+3.3%	+24.8%	+26.5%	new	new	−9.1%	$142M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$425M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MVFD vs AMDY

MVFD

Monarch Volume Factor Dividend Tree

[…]

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureMVFDAMDY

Fee1.10%1.00%

Cost on $10k a year$110$100

Yield1.27%81.01%

5 years, per year[…][…]

3 years, per year[…]+49.4%

Worst drop · 1Y−9.1%−27.0%

Volatility · 1Y14.9%59.5%

2–2measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MVFD, AMDY

Today

[…]holdings […]

MVFDAMDY

MVFD—[…]

AMDY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8,001most kept, AMDY

AMDY$8,101 − $100 = $8,001

MVFD$127 − $110 = $17

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee