SIFI vs AMDY

ASIFI

BAMDY

Measures won3–2SIFI wins · of 6 · 5Y

$10,000 · 5Y$11,286SIFI

Lowest cost0.50%SIFI · $50 on $10k

Most income88.29%AMDY · $8,829 on $10k

Smallest drop−2.9%SIFI · worst fall in 1Y

Held in common[…]SIFI and AMDY

SIFI

AMDY

Harbor Ares Systematic Multi-Sector Income ETF · $23MYieldMax AMD Option Income Strategy ETF · $430M

+7.1%3 years · per year$12,269 · $27,698+40.4%

+2.4%5 years · per year$11,286 · […][…]

0.50%Expense ratio$50 · $100 on $10k · lower wins1.00%

6.57%12-mo yield$657 · $8,829 on $10k88.29%

−2.9%Worst dropSmaller wins−35.3%

3.4%VolatilityLower wins63.3%

3–2SIFI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIFI · AMDY

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

Held in common[…]

End-of-day Nov 6, 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	ASIFI	Harbor Ares Systematic Multi-Sector Income ETFRead Desk		0.50%	6.57%	0.0%	+0.9%	+2.4%	+7.1%	+2.4%	−2.9%	$23M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$430M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASIFI	Harbor Ares Systematic Multi-Sector Income ETFRead Desk		0.50%	6.57%	0.0%	+0.9%	+2.4%	+7.1%	+2.4%	−2.9%	$23M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$430M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIFI vs AMDY

SIFI

Harbor Ares Systematic Multi-Sector Income

$11,286

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureSIFIAMDY

Fee0.50%1.00%

Cost on $10k a year$50$100

Yield6.57%88.29%

5 years, per year+2.4%[…]

3 years, per year+7.1%+40.4%

Worst drop · 1Y−2.9%−35.3%

Volatility · 1Y3.4%63.3%

3–2measures won
SIFI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SIFI, AMDY

Today

[…]holdings […]

SIFIAMDY

SIFI—[…]

AMDY[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8,729most kept, AMDY

AMDY$8,829 − $100 = $8,729

SIFI$657 − $50 = $607

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee