Investments

KSLV

ETF

Alternatives

#02

Kurv Silver Enhanced Income

11.5 MONTHS TOTAL RETURN+35.2%Since inception

Price15% of return+5.4%

Dividend85% of return+29.8%

#4 return rank · 29 peers

11.5 MONTHS TOTAL RETURN+35.2%Since inception

Price15% of return+5.4%

Dividend85% of return+29.8%

#4 return rank · 29 peers

Dividend includes all distributions and reinvestment.

Provisional rank · under 1 year of history.

11.5 months chart* · KSLV +35.2%S&P 500 (SPY) +15.6%

Sep 30, 2025Sep 18, 2026

vs. S&P 500+19.6 pp11 months of history

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IDV

ETF

International

#03

iShares International Select Dividend

1 YEAR TOTAL RETURN+27.2%

Price74% of return+20.2%

Dividend26% of return+7.0%

#4 return rank · 28 peers

5 YEARS TOTAL RETURN+96.6%+14.5% / yr annualized

Price43% of return+41.8%

Dividend57% of return+54.8%

#2 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · IDV +96.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+8.9 ppFull history

Bought · Aug 2026

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MLPI

ETF

Energy

#04

NEOS MLP & Energy Infrastructure High Income

9 MONTHS TOTAL RETURN+19.7%Since inception

Price30% of return+6.0%

Dividend70% of return+13.7%

#6 return rank · 30 peers

9 MONTHS TOTAL RETURN+19.7%Since inception

Price30% of return+6.0%

Dividend70% of return+13.7%

#6 return rank · 30 peers

Dividend includes all distributions and reinvestment.

Provisional rank · under 1 year of history.

9 months chart* · MLPI +19.7%S&P 500 (SPY) +13.8%

Dec 18, 2025Sep 18, 2026

vs. S&P 500+5.9 pp9 months of history

Added · Jun 2026

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ADX

CEF

Dividend equity

#05

Adams Diversified Equity

1 YEAR TOTAL RETURN+25.2%

Price62% of return+15.7%

Dividend38% of return+9.5%

#6 return rank · 28 peers

5 YEARS TOTAL RETURN+94.5%+14.2% / yr annualized

Price30% of return+28.8%

Dividend70% of return+65.7%

#3 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · ADX +94.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+6.8 ppFull history

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IDVO

ETF

International

#06

Amplify International Enhanced Dividend Income

1 YEAR TOTAL RETURN+21.5%

Price67% of return+14.4%

Dividend33% of return+7.1%

#7 return rank · 28 peers

4 YEARS TOTAL RETURN+114.5%Since inception+20.9% / yr annualized

Price60% of return+68.6%

Dividend40% of return+45.9%

#4 return rank · 17 peers

Dividend includes all distributions and reinvestment.

4 years chart* · IDVO +114.5%S&P 500 (SPY) +101.2%

Sep 8, 2022Sep 18, 2026

vs. S&P 500+13.4 pp4.0 years of history

Reduced · Aug 2026

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GPIQ

ETF

Equity options

#07

Goldman Sachs Nasdaq-100 Premium Income

1 YEAR TOTAL RETURN+21.4%

Price43% of return+9.3%

Dividend57% of return+12.1%

#8 return rank · 28 peers

2.8 YEARS TOTAL RETURN+97.6%Since inception+26.5% / yr annualized

Price48% of return+46.7%

Dividend52% of return+51.0%

#6 return rank · 21 peers

Dividend includes all distributions and reinvestment.

2.8 years chart* · GPIQ +97.6%S&P 500 (SPY) +92.3%

Oct 27, 2023Sep 18, 2026

vs. S&P 500+5.3 pp2.9 years of history

Bought · Jul 2026

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Dividend stock comparison Stock page

JNJ

Stock

Healthcare

#08

Johnson & Johnson

1 YEAR TOTAL RETURN+58.5%

Price94% of return+55.0%

Dividend6% of return+3.5%

#2 return rank · 28 peers

5 YEARS TOTAL RETURN+89.5%+13.7% / yr annualized

Price72% of return+64.8%

Dividend28% of return+24.7%

#5 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · JNJ +89.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+1.9 ppFull history

OVL

ETF

Equity options

#09

Overlay Shares Large Cap Equity

1 YEAR TOTAL RETURN+19.2%

Price49% of return+9.5%

Dividend51% of return+9.7%

#9 return rank · 28 peers

5 YEARS TOTAL RETURN+89.9%+13.7% / yr annualized

Price57% of return+51.2%

Dividend43% of return+38.7%

#4 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · OVL +89.9%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+2.3 ppFull history

Bought · Jun 2026

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Dividend stock comparison Stock page

KO

Stock

Consumer staples

#10

The Coca-Cola Company

1 YEAR TOTAL RETURN+36.3%

Price90% of return+32.8%

Dividend10% of return+3.5%

#3 return rank · 28 peers

5 YEARS TOTAL RETURN+89.0%+13.6% / yr annualized

Price71% of return+63.2%

Dividend29% of return+25.7%

#6 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · KO +89.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+1.3 ppFull history

KGLD

ETF

Alternatives

#11

Kurv Gold Enhanced Income

1 YEAR TOTAL RETURN+19.1%

Price18% of return+3.4%

Dividend82% of return+15.7%

#10 return rank · 28 peers

1.1 YEARS TOTAL RETURN+29.9%Since inception+24.5% / yr annualized

Price35% of return+10.6%

Dividend65% of return+19.3%

#6 return rank · 27 peers

Dividend includes all distributions and reinvestment.

1.1 years chart* · KGLD +29.9%S&P 500 (SPY) +23.7%

Jul 9, 2025Sep 18, 2026

vs. S&P 500+6.1 pp1.2 years of history

Added · May 2026

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CEFS

ETF

Fund of funds

#12

Saba Opportunistically Hedged Closed-End Funds

1 YEAR TOTAL RETURN+17.9%

Price51% of return+9.2%

Dividend49% of return+8.7%

#11 return rank · 28 peers

5 YEARS TOTAL RETURN+87.7%+13.4% / yr annualized

Price20% of return+17.7%

Dividend80% of return+70.0%

#7 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · CEFS +87.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+0.1 ppFull history

Trimmed · May 2026

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GPIX

ETF

Equity options

#13

Goldman Sachs S&P 500 Premium Income

1 YEAR TOTAL RETURN+17.0%

Price44% of return+7.4%

Dividend56% of return+9.6%

#12 return rank · 28 peers

2.8 YEARS TOTAL RETURN+81.7%Since inception+22.9% / yr annualized

Price52% of return+42.8%

Dividend48% of return+39.0%

#9 return rank · 21 peers

Dividend includes all distributions and reinvestment.

2.8 years chart* · GPIX +81.7%S&P 500 (SPY) +92.3%

Oct 27, 2023Sep 18, 2026

vs. S&P 500-10.6 pp2.9 years of history

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KQQQ

ETF

Equity options

#14

Kurv Technology Titans Select

1 YEAR TOTAL RETURN+16.6%

Price-6% of return-1.0%

Dividend106% of return+17.6%

#13 return rank · 28 peers

2.1 YEARS TOTAL RETURN+49.7%Since inception+20.6% / yr annualized

Price33% of return+16.2%

Dividend67% of return+33.5%

#6 return rank · 23 peers

Dividend includes all distributions and reinvestment.

2.1 years chart* · KQQQ +49.7%S&P 500 (SPY) +41.1%

Jul 23, 2024Sep 18, 2026

vs. S&P 500+8.5 pp2.2 years of history

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VYM

ETF

Dividend equity

#15

Vanguard High Dividend Yield

1 YEAR TOTAL RETURN+16.0%

Price78% of return+12.5%

Dividend22% of return+3.4%

#14 return rank · 28 peers

5 YEARS TOTAL RETURN+79.4%+12.4% / yr annualized

Price70% of return+55.4%

Dividend30% of return+24.1%

#8 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · VYM +79.4%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-8.2 ppFull history

Comparison fund

NIHI

ETF

International

#16

NEOS MSCI EAFE High Income

1 YEAR TOTAL RETURN+14.9%

Price19% of return+2.8%

Dividend81% of return+12.1%

#15 return rank · 28 peers

1 YEAR TOTAL RETURN+15.3%Since inception+15.3% / yr annualized

Price20% of return+3.1%

Dividend80% of return+12.2%

#15 return rank · 28 peers

Dividend includes all distributions and reinvestment.

1 year chart* · NIHI +15.3%S&P 500 (SPY) +17.1%

Sep 17, 2025Sep 18, 2026

vs. S&P 500-1.8 pp1.0 years of history

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DIVO

ETF

Equity options

#17

Amplify CWP Enhanced Dividend Income

1 YEAR TOTAL RETURN+14.6%

Price50% of return+7.3%

Dividend50% of return+7.3%

#16 return rank · 28 peers

5 YEARS TOTAL RETURN+74.5%+11.8% / yr annualized

Price47% of return+34.7%

Dividend53% of return+39.8%

#9 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · DIVO +74.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-13.1 ppFull history

Comparison fund

QDVO

ETF

Equity options

#18

Amplify CWP Growth & Income

1 YEAR TOTAL RETURN+14.2%

Price17% of return+2.5%

Dividend83% of return+11.8%

#17 return rank · 28 peers

2 YEARS TOTAL RETURN+48.7%Since inception+21.1% / yr annualized

Price44% of return+21.2%

Dividend56% of return+27.4%

#8 return rank · 24 peers

Dividend includes all distributions and reinvestment.

2 years chart* · QDVO +48.7%S&P 500 (SPY) +40.5%

Aug 22, 2024Sep 18, 2026

vs. S&P 500+8.1 pp2.1 years of history

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SCHD

ETF

Dividend equity

#19

Schwab U.S. Dividend Equity

1 YEAR TOTAL RETURN+27.2%

Price83% of return+22.7%

Dividend17% of return+4.5%

#5 return rank · 28 peers

5 YEARS TOTAL RETURN+62.1%+10.2% / yr annualized

Price57% of return+35.6%

Dividend43% of return+26.5%

#10 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · SCHD +62.1%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-25.5 ppFull history

Comparison fund

Armchair Insider

KCOP

ETF

Alternatives

#20

Kurv Copper & Mining Enhanced Income

7.1 MONTHS TOTAL RETURN+2.1%Since inception

Price-300% of return-6.3%

Dividend400% of return+8.4%

#20 return rank · 31 peers

7.1 MONTHS TOTAL RETURN+2.1%Since inception

Price-300% of return-6.3%

Dividend400% of return+8.4%

#20 return rank · 31 peers

Dividend includes all distributions and reinvestment.

Provisional rank · under 1 year of history.

7.1 months chart* · KCOP +2.1%S&P 500 (SPY) +12.6%

Feb 13, 2026Sep 18, 2026

vs. S&P 500-10.5 pp7 months of history

Your fund selection

FOF

CEF

Fund of funds

#21

Cohen & Steers Closed-End Opportunity

1 YEAR TOTAL RETURN+5.4%

Price-45% of return-2.4%

Dividend145% of return+7.8%

#19 return rank · 28 peers

5 YEARS TOTAL RETURN+41.3%+7.2% / yr annualized

Price-20% of return-8.1%

Dividend120% of return+49.4%

#11 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · FOF +41.3%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-46.3 ppFull history

Your reference

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IYRI

ETF

Real estate

#22

NEOS Real Estate High Income

1 YEAR TOTAL RETURN+3.4%

Price-233% of return-8.0%

Dividend333% of return+11.5%

#20 return rank · 28 peers

1.6 YEARS TOTAL RETURN+12.4%Since inception+7.3% / yr annualized

Price-60% of return-7.4%

Dividend160% of return+19.8%

#17 return rank · 26 peers

Dividend includes all distributions and reinvestment.

1.6 years chart* · IYRI +12.4%S&P 500 (SPY) +31.0%

Jan 15, 2025Sep 18, 2026

vs. S&P 500-18.6 pp1.7 years of history

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PFFA

ETF

Preferred shares

#23

Virtus InfraCap U.S. Preferred Stock

1 YEAR TOTAL RETURN+1.6%

Price-481% of return-7.7%

Dividend581% of return+9.3%

#21 return rank · 28 peers

5 YEARS TOTAL RETURN+33.1%+5.9% / yr annualized

Price-50% of return-16.5%

Dividend150% of return+49.6%

#12 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · PFFA +33.1%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-54.5 ppFull history

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UTF

CEF

Infrastructure

#24

Cohen & Steers Infrastructure

1 YEAR TOTAL RETURN+6.5%

Price-17% of return-1.1%

Dividend117% of return+7.6%

#18 return rank · 28 peers

5 YEARS TOTAL RETURN+30.9%+5.5% / yr annualized

Price-32% of return-9.9%

Dividend132% of return+40.8%

#13 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · UTF +30.9%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-56.7 ppFull history

Reduced · Jun 2026

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PBDC

ETF

Credit & BDCs

#25

Putnam BDC Income

1 YEAR TOTAL RETURN-7.5%

Price-16.7%

Dividend+9.2%

Net loss; shares not shown.

#23 return rank · 28 peers

3.9 YEARS TOTAL RETURN+61.0%Since inception+12.8% / yr annualized

Price16% of return+9.7%

Dividend84% of return+51.3%

#13 return rank · 18 peers

Dividend includes all distributions and reinvestment.

3.9 years chart* · PBDC +61.0%S&P 500 (SPY) +124.6%

Sep 30, 2022Sep 18, 2026

vs. S&P 500-63.6 pp4.0 years of history

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Your stock selection Stock page

MCD

Stock

Restaurants

#26

McDonald's Corporation

1 YEAR TOTAL RETURN-15.4%

Price-17.6%

Dividend+2.1%

Net loss; shares not shown.

#25 return rank · 28 peers

5 YEARS TOTAL RETURN+16.7%+3.1% / yr annualized

Price23% of return+3.8%

Dividend77% of return+12.8%

#14 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · MCD +16.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-71.0 ppFull history

FSCO

CEF

Credit & BDCs

#27

FS Credit Opportunities Corp.

1 YEAR TOTAL RETURN-19.0%

Price-29.1%

Dividend+10.1%

Net loss; shares not shown.

#26 return rank · 28 peers

3.8 YEARS TOTAL RETURN+87.5%Since inception+17.8% / yr annualized

Price20% of return+17.2%

Dividend80% of return+70.3%

#7 return rank · 19 peers

Dividend includes all distributions and reinvestment.

3.8 years chart* · FSCO +87.5%S&P 500 (SPY) +103.0%

Nov 14, 2022Sep 18, 2026

vs. S&P 500-15.5 pp3.8 years of history

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Dividend stock comparison Stock page

PG

Stock

Consumer staples

#28

The Procter & Gamble Company

1 YEAR TOTAL RETURN-4.2%

Price-6.9%

Dividend+2.7%

Net loss; shares not shown.

#22 return rank · 28 peers

5 YEARS TOTAL RETURN+16.5%+3.1% / yr annualized

Price15% of return+2.4%

Dividend85% of return+14.0%

#15 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · PG +16.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-71.1 ppFull history

BTCI

ETF

Alternatives

#29

NEOS Bitcoin High Income

1 YEAR TOTAL RETURN-29.0%

Price-47.0%

Dividend+17.9%

Net loss; shares not shown.

#27 return rank · 28 peers

1.9 YEARS TOTAL RETURN+15.6%Since inception+7.8% / yr annualized

Price-216% of return-33.6%

Dividend316% of return+49.2%

#16 return rank · 25 peers

Dividend includes all distributions and reinvestment.

1.9 years chart* · BTCI +15.6%S&P 500 (SPY) +33.8%

Oct 17, 2024Sep 18, 2026

vs. S&P 500-18.2 pp1.9 years of history

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MSTY

ETF

Alternatives

#30

YieldMax MSTR Option Income Strategy

1 YEAR TOTAL RETURN-51.2%

Price-79.7%

Dividend+28.4%

Net loss; shares not shown.

#28 return rank · 28 peers

2.5 YEARS TOTAL RETURN+71.7%Since inception+23.4% / yr annualized

Price-118% of return-84.4%

Dividend218% of return+156.1%

#5 return rank · 22 peers

Dividend includes all distributions and reinvestment.

2.5 years chart* · MSTY +71.7%S&P 500 (SPY) +55.0%

Feb 22, 2024Sep 18, 2026

vs. S&P 500+16.7 pp2.6 years of history

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PTY

CEF

Credit & BDCs

#31

PIMCO Corporate & Income Opportunity

1 YEAR TOTAL RETURN-12.3%

Price-21.8%

Dividend+9.4%

Net loss; shares not shown.

#24 return rank · 28 peers

5 YEARS TOTAL RETURN+2.9%+0.6% / yr annualized

Price-1352% of return-39.4%

Dividend1452% of return+42.3%

#16 return rank · 16 peers

Dividend includes all distributions and reinvestment.

5Y chart · PTY +2.9%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-84.7 ppFull history

Added · Jun 2026

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