ULTY vs XYLD

AULTY

BXYLD

Measures won1–3XYLD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · XYLD $14,139

Lowest cost0.06%SCHD · $6 on $10k

Most income102.52%ULTY · $10,252 on $10k

Smallest drop−5.3%XYLD · worst fall in 1Y

Held in common13.7%ULTY and XYLD

ULTY

XYLD

YieldMax Ultra Option Income Strategy ETF · $540MGlobal X - S&P 500 Covered Call ETF · $3.3B

[…]3 years · per year[…] · $14,680+13.7%

[…]5 years · per year[…] · $14,139+7.2%

1.40%Expense ratio$140 · $60 on $10k · lower wins0.60%

102.52%12-mo yield$10,252 · $1,033 on $10k10.33%

−17.3%Worst dropSmaller wins−5.3%

22.7%VolatilityLower wins8.3%

1–3XYLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsULTY · XYLD

3.0%AMZN4.0%

2.7%NVDA7.1%

5.2%GOOGL2.6%

2.3%META2.1%

Held in common13.7%

End-of-day Nov 9, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BXYLD	Global X - S&P 500 Covered Call ETFRead Desk	0.60%	10.33%	+2.2%	+10.2%	+14.6%	+13.7%	+7.2%	−5.3%	$3.3B
3	AULTY	YieldMax Ultra Option Income Strategy ETFRead Desk	1.40%	102.52%	+1.9%	−3.1%	−9.6%	new	new	−17.3%	$540M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BXYLD	Global X - S&P 500 Covered Call ETFRead Desk	0.60%	10.33%	+2.2%	+10.2%	+14.6%	+13.7%	+7.2%	−5.3%	$3.3B
3	AULTY	YieldMax Ultra Option Income Strategy ETFRead Desk	1.40%	102.52%	+1.9%	−3.1%	−9.6%	new	new	−17.3%	$540M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ULTY vs XYLD

ULTY

YieldMax Ultra Option Income Strategy

[…]

XYLD

Global X - S&P 500 Covered Call

$14,139

MeasureULTYXYLD

Fee1.40%0.60%

Cost on $10k a year$140$60

Yield102.52%10.33%

5 years, per year[…]+7.2%

3 years, per year[…]+13.7%

Worst drop · 1Y−17.3%−5.3%

Volatility · 1Y22.7%8.3%

3–1measures won
XYLD first

13.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ULTY, XYLD, SCHD

Today

13.7%most shared, ULTY and XYLD

ULTYXYLDSCHD

ULTY—13.7%0.0%

XYLD13.7%—8.6%

SCHD0.0%8.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$10,112most kept, ULTY

ULTY$10,252 − $140 = $10,112

XYLD$1,033 − $60 = $973

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee