RDVY vs AMDY

ARDVY

BAMDY

Measures won3–2RDVY wins · of 6 · 5Y

$10,000 · 5Y$17,167RDVY

Lowest cost0.47%RDVY · $47 on $10k

Most income82.15%AMDY · $8,215 on $10k

Smallest drop−9.0%RDVY · worst fall in 1Y

Held in common[…]RDVY and AMDY

RDVY

AMDY

First Trust Rising Dividend Achievers ETF · $25.7BYieldMax AMD Option Income Strategy ETF · $409M

+24.2%3 years · per year$19,141 · $32,976+48.8%

+11.4%5 years · per year$17,167 · […][…]

0.47%Expense ratio$47 · $100 on $10k · lower wins1.00%

0.85%12-mo yield$85 · $8,215 on $10k82.15%

−9.0%Worst dropSmaller wins−27.0%

14.2%VolatilityLower wins59.5%

3–2RDVY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRDVY · AMDY

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

Held in common[…]

End-of-day Nov 3, 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	ARDVY	First Trust Rising Dividend Achievers ETFRead Desk		0.47%	0.85%	−0.1%	+15.5%	+19.6%	+24.2%	+11.4%	−9.0%	$25.7B
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	82.15%	+3.8%	+88.6%	+63.4%	+48.8%	new	−27.0%	$409M

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

Both

5Y2 funds

#			Trend
1	ARDVY	First Trust Rising Dividend Achievers ETFRead Desk		0.47%	0.85%	−0.1%	+15.5%	+19.6%	+24.2%	+11.4%	−9.0%	$25.7B
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	82.15%	+3.8%	+88.6%	+63.4%	+48.8%	new	−27.0%	$409M

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

Cards for this view

RDVY vs AMDY

RDVY

First Trust Rising Dividend Achievers

$17,167

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureRDVYAMDY

Fee0.47%1.00%

Cost on $10k a year$47$100

Yield0.85%82.15%

5 years, per year+11.4%[…]

3 years, per year+24.2%+48.8%

Worst drop · 1Y−9.0%−27.0%

Volatility · 1Y14.2%59.5%

3–2measures won
RDVY first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: RDVY, AMDY

Today

[…]holdings […]

RDVYAMDY

RDVY—[…]

AMDY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8,115most kept, AMDY

AMDY$8,215 − $100 = $8,115

RDVY$85 − $47 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee