AMDY vs VTI

AMDY vs VTI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VTI has a lower expense ratio. AMDY delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: AMDYMore Diversified: VTI

Side-by-Side Comparison

MetricAMDYVTIWinner
Expense Ratio1.23%0.03%
AUM$393M$666.9B
Dividend Yield76.77%1.07%
Holdings193,543
YTD Return+75.74%+13.14%
1Y Return+133.59%+22.35%
3Y Return (annualized)+44.47%+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)57.3%15.3%
Max Drawdown-53.9%-56.6%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionSep 18, 2023May 24, 2001

AMDY vs VTI Performance

YieldMax AMD Option Income Strategy ETF (AMDY) is a ETF from YieldMax ETF and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AMDY returned +133.59% while VTI returned +22.35%. Year to date, AMDY is up 75.74% versus a gain of 13.14% for VTI.

Over three years, AMDY compounded at +44.47% per year against +21.83% for VTI. Across the full 3-year window we track, AMDY has the edge at +44.47% annualized vs +8.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMDY has been the more volatile fund, with annualized monthly volatility of 57.3% compared with 15.3% for VTI. 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 -56.6% for VTI. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMDY charges 1.23% per year while VTI 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 76.77% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

AMDY and VTI share 0 holdings out of 2790 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 VTI?

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

Which performed better, AMDY or VTI?

Over the past year AMDY returned +133.59% vs +22.35% for VTI, so AMDY leads on 1-year performance. Over the longest common window we track (3 years), AMDY annualized +44.47% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, AMDY or VTI?

AMDY has been the more volatile fund at 57.3% annualized versus 15.3% for VTI. Worst drawdown: AMDY -53.9% vs VTI -56.6%.

Should I hold both AMDY and VTI?

AMDY and VTI have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMDY and VTI?

AMDY and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2790 unique securities.

Which pays a higher dividend, AMDY or VTI?

AMDY yields 76.77% while VTI yields 1.07%, so AMDY currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free