PCEF vs AMDY

APCEF

BAMDY

Measures won2–3AMDY wins · of 6 · 5Y

$10,000 · 5Y$12,224PCEF

Lowest cost1.00%AMDY · $100 on $10k

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

Smallest drop−8.3%PCEF · worst fall in 1Y

Held in common[…]PCEF and AMDY

PCEF

AMDY

Invesco CEF Income Composite ETF · $743MYieldMax AMD Option Income Strategy ETF · $425M

+15.7%3 years · per year$15,506 · $33,356+49.4%

+4.1%5 years · per year$12,224 · […][…]

2.76%Expense ratio$276 · $100 on $10k · lower wins1.00%

7.66%12-mo yield$766 · $8,101 on $10k81.01%

−8.3%Worst dropSmaller wins−27.0%

10.0%VolatilityLower wins59.5%

2–3AMDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPCEF · 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	APCEF	Invesco CEF Income Composite ETFRead Desk		2.76%	7.66%	+1.0%	+4.2%	+4.7%	+15.7%	+4.1%	−8.3%	$743M
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
1	APCEF	Invesco CEF Income Composite ETFRead Desk		2.76%	7.66%	+1.0%	+4.2%	+4.7%	+15.7%	+4.1%	−8.3%	$743M
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

PCEF vs AMDY

PCEF

Invesco CEF Income Composite

$12,224

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasurePCEFAMDY

Fee2.76%1.00%

Cost on $10k a year$276$100

Yield7.66%81.01%

5 years, per year+4.1%[…]

3 years, per year+15.7%+49.4%

Worst drop · 1Y−8.3%−27.0%

Volatility · 1Y10.0%59.5%

3–2measures won
AMDY 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%

$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: PCEF, AMDY

Today

[…]holdings […]

PCEFAMDY

PCEF—[…]

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

PCEF$766 − $276 = $490

KeptFee

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