Compare BLUI and USOY

BLUI and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Diversified Income ETFIncome · Dividend stocks0.80%5.23%+3.3%+4.4%[…][…]−3.7%4.1%$123M1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$73M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BLUI 2025 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Oil Enhanced Options Income ETF · $73M[…]

USOY

BLUI

Bluemonte Diversified Income ETF · $123M[…]

$10,000 five years ago, dividends reinvested

USOYMeasureBLUI

+60.8%Year to dateJan 1 → Nov 5+3.3%

+59.4%1 yearTotal return+4.4%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.12%Expense ratio$112 · $80 a year on $10k · lower is better0.80%

54.64%Trailing 12-mo yield$5,464 · $523 a year on $10k5.23%

−25.5%Worst dropSmaller is better−3.7%

39.0%VolatilityLower is calmer4.1%

USOYBLUI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USOY vs BLUI: Top 5 Holdings

Today

USOY

[…]in top 5

BLUI

in top 579.7%

USOYStockBLUI

not top 5MFSB19.6%

not top 5JNK19.5%

not top 5BOND19.4%

not top 5CSRE11.3%

not top 5FTSL10.0%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

USOY vs BLUI Returns, Every Period

1Y

DefianceUSOY

+59.4%

past year

BLUIBluemonte

+4.4%

past year

USOYBLUIFaded: behind in that period

2–0USOY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

USOY vs BLUI

YTD

DefianceUSOY

+60.8%

BLUIBluemonte

+3.3%

+60.8%Year to date+3.3%

−25.5%Worst drop · 1Y−3.7%

39.0%Volatility · 1Y4.1%

54.6%Yield5.2%

$72.6MAssets$123M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLUI, USOY

Today

0.80%lowest, BLUI

FundExpense ratioFee$10k

BLUI0.80%$80

USOY1.12%$112

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BLUI, USOY

1Y

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

BLUI5.23%$523

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

BLUI$523 − $80 = $443

KeptFee

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

Overlap: BLUI, USOY

Today

[…]holdings […]

BLUIUSOY

BLUI—[…]

USOY[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+59.4%USOY, at 39.0% volatility

BLUIWorst drop−3.7%4.1% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USOYBLUI

+60.8%Year to date+3.3%

54.6%Yield5.2%

+59.4%Past year+4.4%

1.12%Fee0.80%

3–1USOY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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