OUSA vs AMDY

AOUSA

BAMDY

Measures won3–2OUSA wins · of 6 · 5Y

$10,000 · 5Y$16,279OUSA

Lowest cost0.48%OUSA · $48 on $10k

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

Smallest drop−8.4%OUSA · worst fall in 1Y

Held in common[…]OUSA and AMDY

OUSA

AMDY

ALPS Funds O’Shares U.S. Quality Dividend ETF · $736MYieldMax AMD Option Income Strategy ETF · $409M

+18.4%3 years · per year$16,590 · $33,356+49.4%

+10.2%5 years · per year$16,279 · […][…]

0.48%Expense ratio$48 · $100 on $10k · lower wins1.00%

1.30%12-mo yield$130 · $8,101 on $10k81.01%

−8.4%Worst dropSmaller wins−27.0%

11.1%VolatilityLower wins59.5%

3–2OUSA wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSA · 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
1	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk		0.48%	1.30%	+3.3%	+14.4%	+18.9%	+18.4%	+10.2%	−8.4%	$736M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$409M

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
1	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk		0.48%	1.30%	+3.3%	+14.4%	+18.9%	+18.4%	+10.2%	−8.4%	$736M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	81.01%	+1.4%	+91.2%	+63.5%	+49.4%	new	−27.0%	$409M

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

OUSA vs AMDY

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$16,279

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureOUSAAMDY

Fee0.48%1.00%

Cost on $10k a year$48$100

Yield1.30%81.01%

5 years, per year+10.2%[…]

3 years, per year+18.4%+49.4%

Worst drop · 1Y−8.4%−27.0%

Volatility · 1Y11.1%59.5%

3–2measures won
OUSA first

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: OUSA, AMDY

Today

[…]holdings […]

OUSAAMDY

OUSA—[…]

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

OUSA$130 − $48 = $82

KeptFee

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