UDIV vs AMDY

AUDIV

BAMDY

Measures won3–2UDIV wins · of 6 · 5Y

$10,000 · 5Y$18,543UDIV · SCHD $16,267

Lowest cost0.06%UDIV · $6 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]UDIV and AMDY

UDIV

AMDY

Franklin U.S. Core Dividend Tilt Index ETF · $159MYieldMax AMD Option Income Strategy ETF · $350M

+24.2%3 years · per year$19,159 · $27,698+40.4%

+13.1%5 years · per year$18,543 · […][…]

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

1.48%12-mo yield$148 · $8,829 on $10k88.29%

−8.4%Worst dropSmaller wins−35.3%

13.7%VolatilityLower wins63.3%

3–2UDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDIV · 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

All Three

5Y3 funds

#
1	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$159M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$350M

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

All Three

5Y3 funds

#
1	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$159M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk	1.00%	88.29%	+11.0%	+75.5%	+51.0%	+40.4%	new	−35.3%	$350M

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

UDIV vs AMDY

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,543

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureUDIVAMDY

Fee0.06%1.00%

Cost on $10k a year$6$100

Yield1.48%88.29%

5 years, per year+13.1%[…]

3 years, per year+24.2%+40.4%

Worst drop · 1Y−8.4%−35.3%

Volatility · 1Y13.7%63.3%

3–2measures won
UDIV 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: UDIV, AMDY, SCHD

Today

14.9%most shared, UDIV and SCHD

UDIVAMDYSCHD

UDIV—[…]14.9%

AMDY[…]—[…]

SCHD14.9%[…]—

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

SCHD$300 − $6 = $294

UDIV$148 − $6 = $142

KeptFee

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