MVFD vs AMDY

AMVFD

BAMDY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]MVFD and AMDY

MVFD

AMDY

Monarch Volume Factor Dividend Tree ETF · $142MYieldMax AMD Option Income Strategy ETF · $388M

[…]3 years · per year[…] · $27,698+40.4%

[…]5 years · per year[…]

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

1.32%12-mo yield$132 · $8,829 on $10k88.29%

−9.1%Worst dropSmaller wins−35.3%

15.1%VolatilityLower wins63.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVFD · 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk	1.10%	1.32%	−1.6%	+20.3%	+22.3%	new	new	−9.1%	$142M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$388M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk	1.10%	1.32%	−1.6%	+20.3%	+22.3%	new	new	−9.1%	$142M
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$388M

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

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

Yield1.32%88.29%

5 years, per year[…][…]

3 years, per year[…]+40.4%

Worst drop · 1Y−9.1%−35.3%

Volatility · 1Y15.1%63.3%

2–2measures won
level

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MVFD, AMDY, SCHD

Today

11.3%most shared, MVFD and SCHD

MVFDAMDYSCHD

MVFD—[…]11.3%

AMDY[…]—[…]

SCHD11.3%[…]—

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

SCHD$300 − $6 = $294

MVFD$132 − $110 = $22

KeptFee

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