XSHD vs AMDY

AXSHD

BAMDY

Measures won3–2XSHD wins · of 6 · 5Y

$10,000 · 5Y$8,091XSHD

Lowest cost0.30%XSHD · $30 on $10k

Most income99.83%AMDY · $9,983 on $10k

Smallest drop−13.3%XSHD · worst fall in 1Y

Held in common[…]XSHD and AMDY

XSHD

AMDY

Invesco S&P SmallCap High Dividend Low Volatility ETF · $66MYieldMax AMD Option Income Strategy ETF · $430M

+4.9%3 years · per year$11,534 · $27,010+39.3%

−4.1%5 years · per year$8,091 · […][…]

0.30%Expense ratio$30 · $100 on $10k · lower wins1.00%

5.00%12-mo yield$500 · $9,983 on $10k99.83%

−13.3%Worst dropSmaller wins−35.3%

14.8%VolatilityLower wins62.4%

3–2XSHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSHD · AMDY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	5.00%	−1.3%	+8.1%	+10.6%	+4.9%	−4.1%	−13.3%	$66M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	99.83%	−18.0%	+58.2%	+39.0%	+39.3%	new	−35.3%	$430M

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

Both

5Y2 funds

#			Trend
1	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	5.00%	−1.3%	+8.1%	+10.6%	+4.9%	−4.1%	−13.3%	$66M
2	BAMDY	YieldMax AMD Option Income Strategy ETFRead Desk		1.00%	99.83%	−18.0%	+58.2%	+39.0%	+39.3%	new	−35.3%	$430M

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

Cards for this view

XSHD vs AMDY

XSHD

Invesco S&P SmallCap High Dividend Low Volatility

$8,091

AMDY

YieldMax AMD Option Income Strategy

[…]

MeasureXSHDAMDY

Fee0.30%1.00%

Cost on $10k a year$30$100

Yield5.00%99.83%

5 years, per year−4.1%[…]

3 years, per year+4.9%+39.3%

Worst drop · 1Y−13.3%−35.3%

Volatility · 1Y14.8%62.4%

3–2measures won
XSHD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XSHD, AMDY

Today

[…]holdings […]

XSHDAMDY

XSHD—[…]

AMDY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$9,883most kept, AMDY

AMDY$9,983 − $100 = $9,883

XSHD$500 − $30 = $470

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee