SMDV vs AMDY

ASMDV

BAMDY

Measures won3–2SMDV wins · of 6 · 5Y

$10,000 · 5Y$13,224SMDV

Lowest cost0.40%SMDV · $40 on $10k

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

Smallest drop−9.8%SMDV · worst fall in 1Y

Held in common[…]SMDV and AMDY

SMDV

AMDY

ProShares S&P SmallCap 600 Dividend Aristocrats ETF · $663MYieldMax AMD Option Income Strategy ETF · $430M

+13.8%3 years · per year$14,748 · $27,698+40.4%

+5.7%5 years · per year$13,224 · […][…]

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

2.35%12-mo yield$235 · $8,829 on $10k88.29%

−9.8%Worst dropSmaller wins−35.3%

14.3%VolatilityLower wins63.3%

3–2SMDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMDV · 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	ASMDV	ProShares S&P SmallCap 600 Dividend Aristocrats ETFRead Desk		0.40%	2.35%	−0.8%	+14.4%	+15.6%	+13.8%	+5.7%	−9.8%	$663M
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	ASMDV	ProShares S&P SmallCap 600 Dividend Aristocrats ETFRead Desk		0.40%	2.35%	−0.8%	+14.4%	+15.6%	+13.8%	+5.7%	−9.8%	$663M
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

SMDV vs AMDY

SMDV

ProShares S&P SmallCap 600 Dividend Aristocrats

$13,224

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureSMDVAMDY

Fee0.40%1.00%

Cost on $10k a year$40$100

Yield2.35%88.29%

5 years, per year+5.7%[…]

3 years, per year+13.8%+40.4%

Worst drop · 1Y−9.8%−35.3%

Volatility · 1Y14.3%63.3%

3–2measures won
SMDV 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: SMDV, AMDY

Today

[…]holdings […]

SMDVAMDY

SMDV—[…]

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

SMDV$235 − $40 = $195

KeptFee

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