UMI vs AMDY

AUMI

BAMDY

Measures won3–2UMI wins · of 6 · 5Y

$10,000 · 5Y$24,509UMI · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common[…]UMI and AMDY

UMI

AMDY

USCF Midstream Energy Income Fund · $541MYieldMax AMD Option Income Strategy ETF · $409M

+26.5%3 years · per year$20,262 · $32,976+48.8%

+19.6%5 years · per year$24,508 · […][…]

0.85%Expense ratio$85 · $100 on $10k · lower wins1.00%

5.89%12-mo yield$589 · $8,215 on $10k82.15%

−8.6%Worst dropSmaller wins−27.0%

16.1%VolatilityLower wins59.5%

3–2UMI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUMI · 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

All Three

5Y3 funds

#
1	AUMI	USCF Midstream Energy Income FundRead Desk	0.85%	5.89%	+0.4%	+26.9%	+33.1%	+26.5%	+19.6%	−8.6%	$541M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	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

All Three

5Y3 funds

#
1	AUMI	USCF Midstream Energy Income FundRead Desk	0.85%	5.89%	+0.4%	+26.9%	+33.1%	+26.5%	+19.6%	−8.6%	$541M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	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

UMI vs AMDY

UMI

USCF Midstream Energy Income Fund

$24,508

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureUMIAMDY

Fee0.85%1.00%

Cost on $10k a year$85$100

Yield5.89%82.15%

5 years, per year+19.6%[…]

3 years, per year+26.5%+48.8%

Worst drop · 1Y−8.6%−27.0%

Volatility · 1Y16.1%59.5%

3–2measures won
UMI 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: UMI, AMDY, SCHD

Today

1.4%most shared, UMI and SCHD

UMIAMDYSCHD

UMI—[…]1.4%

AMDY[…]—[…]

SCHD1.4%[…]—

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

UMI$589 − $85 = $504

SCHD$297 − $6 = $291

KeptFee

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