REGL vs AMDY

AREGL

BAMDY

Measures won3–2REGL wins · of 6 · 5Y

$10,000 · 5Y$14,670REGL · JEPI $14,322

Lowest cost0.35%JEPI · $35 on $10k

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

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]REGL and AMDY

REGL

AMDY

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8BYieldMax AMD Option Income Strategy ETF · $409M

+16.2%3 years · per year$15,689 · $32,976+48.8%

+8.0%5 years · per year$14,670 · […][…]

0.40%Expense ratio$40 · $100 on $10k · lower wins1.00%

2.14%12-mo yield$214 · $8,215 on $10k82.15%

−9.7%Worst dropSmaller wins−27.0%

12.6%VolatilityLower wins59.5%

3–2REGL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREGL · 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

All Three

5Y3 funds

#
1	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.14%	−1.0%	+12.3%	+16.8%	+16.2%	+8.0%	−9.7%	$1.8B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	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

All Three

5Y3 funds

#
1	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.14%	−1.0%	+12.3%	+16.8%	+16.2%	+8.0%	−9.7%	$1.8B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	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

REGL vs AMDY

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,670

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureREGLAMDY

Fee0.40%1.00%

Cost on $10k a year$40$100

Yield2.14%82.15%

5 years, per year+8.0%[…]

3 years, per year+16.2%+48.8%

Worst drop · 1Y−9.7%−27.0%

Volatility · 1Y12.6%59.5%

3–2measures won
REGL first

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

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

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

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: REGL, AMDY, JEPI

Today

0.0%most shared, REGL and JEPI

REGLAMDYJEPI

REGL—[…]0.0%

AMDY[…]—[…]

JEPI0.0%[…]—

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

JEPI$796 − $35 = $761

REGL$214 − $40 = $174

KeptFee

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