UDIV vs AMDY

AUDIV

BAMDY

Measures won3–2UDIV wins · of 6 · 5Y

$10,000 · 5Y$18,997UDIV

Lowest cost0.06%UDIV · $6 on $10k

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

Smallest drop−8.4%UDIV · worst fall in 1Y

Held in common[…]UDIV and AMDY

UDIV

AMDY

Franklin U.S. Core Dividend Tilt Index ETF · $157MYieldMax AMD Option Income Strategy ETF · $409M

+26.6%3 years · per year$20,285 · $32,976+48.8%

+13.7%5 years · per year$18,997 · […][…]

0.06%Expense ratio$6 · $100 on $10k · lower wins1.00%

1.43%12-mo yield$143 · $8,215 on $10k82.15%

−8.4%Worst dropSmaller wins−27.0%

13.0%VolatilityLower wins59.5%

3–2UDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUDIV · 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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.43%	+0.2%	+14.9%	+15.0%	+26.6%	+13.7%	−8.4%	$157M
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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.43%	+0.2%	+14.9%	+15.0%	+26.6%	+13.7%	−8.4%	$157M
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

UDIV vs AMDY

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,997

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureUDIVAMDY

Fee0.06%1.00%

Cost on $10k a year$6$100

Yield1.43%82.15%

5 years, per year+13.7%[…]

3 years, per year+26.6%+48.8%

Worst drop · 1Y−8.4%−27.0%

Volatility · 1Y13.0%59.5%

3–2measures won
UDIV 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: UDIV, AMDY

Today

[…]holdings […]

UDIVAMDY

UDIV—[…]

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

UDIV$143 − $6 = $137

KeptFee

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