RDIV vs AMDY

ARDIV

BAMDY

Measures won3–2RDIV wins · of 6 · 5Y

$10,000 · 5Y$19,113RDIV

Lowest cost0.39%RDIV · $39 on $10k

Most income99.83%AMDY · $9,983 on $10k

Smallest drop−10.7%RDIV · worst fall in 1Y

Held in common[…]RDIV and AMDY

RDIV

AMDY

Invesco S&P Ultra Dividend Revenue ETF · $1.5BYieldMax AMD Option Income Strategy ETF · $425M

+25.8%3 years · per year$19,892 · $27,010+39.3%

+13.8%5 years · per year$19,113 · […][…]

0.39%Expense ratio$39 · $100 on $10k · lower wins1.00%

3.41%12-mo yield$341 · $9,983 on $10k99.83%

−10.7%Worst dropSmaller wins−35.3%

13.7%VolatilityLower wins62.4%

3–2RDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · AMDY

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

Held in common[…]

End-of-day Nov 5, 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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.41%	−1.1%	+23.5%	+26.0%	+25.8%	+13.8%	−10.7%	$1.5B
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	99.83%	−18.0%	+58.2%	+39.0%	+39.3%	new	−35.3%	$425M

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

Both

5Y2 funds

#			Trend
1	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.41%	−1.1%	+23.5%	+26.0%	+25.8%	+13.8%	−10.7%	$1.5B
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	99.83%	−18.0%	+58.2%	+39.0%	+39.3%	new	−35.3%	$425M

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

Cards for this view

RDIV vs AMDY

RDIV

Invesco S&P Ultra Dividend Revenue

$19,113

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureRDIVAMDY

Fee0.39%1.00%

Cost on $10k a year$39$100

Yield3.41%99.83%

5 years, per year+13.8%[…]

3 years, per year+25.8%+39.3%

Worst drop · 1Y−10.7%−35.3%

Volatility · 1Y13.7%62.4%

3–2measures won
RDIV first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RDIV, AMDY

Today

[…]holdings […]

RDIVAMDY

RDIV—[…]

AMDY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$9,883most kept, AMDY

AMDY$9,983 − $100 = $9,883

RDIV$341 − $39 = $302

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee