PBDC vs AMDY5YPBDCPBDCAvsBAMDYAMDYPutnam BDC Income ETF · $280MYieldMax AMD Option Income Strategy ETF · $441MReturns · dividends in+4.8%3 years · per year$11,513 · $35,057+51.9%[…]5 years · per year[…]Cost and income11.77%Expense ratio$1,177 · $100 on $10k · lower wins1.00%11.34%12-mo yield$1,134 · $6,968 on $10k69.68%
$10,000 in PBDC, AMDY, VIG5Y$10k startVIG $16.6kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: PBDC, AMDY, VIGToday0.0%most shared, PBDC and VIGPBDCAMDYVIGPBDC—[…]0.0%AMDY[…]—[…]VIG0.0%[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
PBDC vs AMDY5YAPBDCPutnam BDC Income[…]vsAMDYBYieldMax AMD Option Income Strategy[…]MeasurePBDCAMDYFee11.77%1.00%Cost on $10k a year$1,177$100Yield11.34%69.68%5 years, per year[…][…]3 years, per year+4.8%+51.9%Worst drop · 1Y−15.6%−35.3%Volatility · 1Y19.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2APBDCPutnam BDC Income ETFReadDesk11.77%11.34%−1.7%−7.4%−4.4%+4.8%new−15.6%$280M3BAMDYYieldMax AMD Option Income Strategy ETFReadDesk1.00%69.68%+4.9%+126.7%+107.7%+51.9%new−35.3%$441MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2APBDCPutnam BDC Income ETFReadDesk11.77%11.34%−1.7%−7.4%−4.4%+4.8%new−15.6%$280M3BAMDYYieldMax AMD Option Income Strategy ETFReadDesk1.00%69.68%+4.9%+126.7%+107.7%+51.9%new−35.3%$441MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.6%vsBVVIGVanguard+16.0%Jan 1Nov 12+19.6%+16.0%+19.6%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: PBDC, AMDY, VIGToday0.0%most shared, PBDC and VIGPBDCAMDYVIGPBDC—[…]0.0%AMDY[…]—[…]VIG0.0%[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$6,868most kept, AMDYAMDY$6,968 − $100 = $6,868VIG$145 − $4 = $141PBDC$1,134 − $1,177 = −$43KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee