AMYY vs. FDL
AMYY (GraniteShares YieldBOOST AMD ETF) and FDL (First Trust Morningstar Dividend Leaders Index Fund) are both exchange-traded funds - AMYY is a Derivative Income fund actively managed by GraniteShares, while FDL is a Large Cap Value Equities fund tracking the Morningstar Dividend Leaders Index. AMYY is actively managed, while FDL is passively managed. Their -0.15 correlation means they have often moved in opposite directions in the past. AMYY charges 1.07%/yr vs 0.43%/yr for FDL.
Performance
AMYY vs. FDL - Performance Comparison
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Returns By Period
In the year-to-date period, AMYY achieves a 6.93% return, which is significantly lower than FDL's 18.16% return.
AMYY
- 1D
- -0.56%
- 1M
- -1.46%
- 6M
- 11.45%
- YTD
- 6.93%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
FDL
- 1D
- 0.02%
- 1M
- 3.27%
- 6M
- 9.50%
- YTD
- 18.16%
- 1Y
- 27.65%
- 3Y*
- 18.28%
- 5Y*
- 13.98%
- 10Y*
- 11.09%
- ALL TIME*
- 8.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $385.82K | $338.43K | $371.29K | |
| $52.24M | $50.06M | $42.95M |
AMYY vs. FDL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AMYY GraniteShares YieldBOOST AMD ETF | 6.93% | 19.93% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 18.16% | 4.16% |
Correlation
The correlation between AMYY and FDL is -0.15, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 16, 2025 | -0.15 |
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Return for Risk
AMYY vs. FDL — Risk / Return Rank
AMYY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FDL
AMYY vs. FDL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GraniteShares YieldBOOST AMD ETF (AMYY) and First Trust Morningstar Dividend Leaders Index Fund (FDL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMYY | FDL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.39 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 6.29 | — |
| Martin ratioReturn relative to average drawdown | — | 14.86 | — |
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Drawdowns
AMYY vs. FDL - Drawdown Comparison
The maximum AMYY drawdown since its inception was -16.91%, smaller than the maximum FDL drawdown of -65.93%. Use the drawdown chart below to compare losses from any high point for AMYY and FDL.
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Drawdown Indicators
| AMYY | FDL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.91% | -65.93% | +49.02% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.27% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.24% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.46% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.40% | — |
Current DrawdownCurrent decline from peak | -3.12% | -1.96% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -4.80% | -9.59% | +4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.81% | — |
Volatility
AMYY vs. FDL - Volatility Comparison
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Volatility by Period
| AMYY | FDL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.96% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.97% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 24.23% | 11.95% | +12.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.23% | 14.44% | +9.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.23% | 17.16% | +7.07% |
AMYY vs. FDL - Expense Ratio Comparison
AMYY has a 1.07% expense ratio, which is higher than FDL's 0.43% expense ratio.
Dividends
AMYY vs. FDL - Dividend Comparison
AMYY's dividend yield for the trailing twelve months is around 109.27%, more than FDL's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMYY GraniteShares YieldBOOST AMD ETF | 109.27% | 30.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 3.59% | 4.04% | 4.96% | 4.58% | 3.58% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.93% | 3.65% |
Frequently Asked Questions
AMYY and FDL have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FDL is cheaper at 0.43% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FDL is cheaper with a 0.43% expense ratio, compared with 1.07% for AMYY.
AMYY has the higher dividend yield at 109.27%, compared with 3.59% for FDL.
AMYY is categorized as Derivative Income, while FDL is Large Cap Value Equities. They also come from different issuers: GraniteShares and First Trust. Their fees differ too: 1.07% for AMYY and 0.43% for FDL.
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