AMDY vs VOO

Quick Verdict

VOO has a lower expense ratio. AMDY delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: AMDYMore Diversified: VOO

Side-by-Side Comparison

MetricAMDYVOOWinner
Expense Ratio1.23%0.03%
AUM$371M$979.0B
Dividend Yield58.00%1.09%
Holdings17509
YTD Return+78.36%+14.48%
1Y Return+114.75%+22.02%
3Y Return (annualized)+45.61%+21.80%
5Y Return (annualized)-+13.36%
Volatility (annualized)57.2%14.2%
Max Drawdown-53.9%-34.3%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionSep 18, 2023Sep 7, 2010

AMDY vs VOO Performance

YieldMax AMD Option Income Strategy ETF (AMDY) is a ETF from YieldMax ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AMDY returned +114.75% while VOO returned +22.02%. Year to date, AMDY is up 78.36% versus a gain of 14.48% for VOO.

Over three years, AMDY compounded at +45.61% per year against +21.80% for VOO. Across the full 3-year window we track, AMDY has the edge at +45.61% annualized vs +13.61%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMDY has been the more volatile fund, with annualized monthly volatility of 57.2% compared with 14.2% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -53.9% for AMDY and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMDY charges 1.23% per year while VOO charges 0.03%. On a $10,000 position that is $123 vs $3 annually, a gap of $120 per year that compounds over a long holding period. On income, AMDY currently yields 58.00% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

AMDY and VOO share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, AMDY or VOO?

AMDY has an expense ratio of 1.23% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $120 per year of difference.

Which performed better, AMDY or VOO?

Over the past year AMDY returned +114.75% vs +22.02% for VOO, so AMDY leads on 1-year performance. Over the longest common window we track (3 years), AMDY annualized +45.61% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, AMDY or VOO?

AMDY has been the more volatile fund at 57.2% annualized versus 14.2% for VOO. Worst drawdown: AMDY -53.9% vs VOO -34.3%.

Should I hold both AMDY and VOO?

AMDY and VOO have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMDY and VOO?

AMDY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, AMDY or VOO?

AMDY yields 58.00% while VOO yields 1.09%, so AMDY currently pays the higher dividend yield.

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