Compare · 3 funds side by side · dividends reinvested

CEFZ, USOY and VIG

CEFZTrueShares×USOYDefiance×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

CEFZ, USOY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.6

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.24%+56.2%+56.2%[…][…]−25.5%39.1%$75M1.8

RiverNorth Active Income ETFIncome · Dividend stocks2.82%10.29%+4.9%+7.8%[…][…]−6.7%11.2%$40M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CEFZ 2006 · USOY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

RiverNorth Active Income ETF · $40M[…]

CEFZ

USOY

Oil Enhanced Options Income ETF · $75M[…]

$10,000 five years ago, dividends reinvested

CEFZMeasureUSOY

+4.9%Year to dateJan 1 → Nov 9+56.2%

+7.8%1 yearTotal return+56.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

2.82%Expense ratio$282 · $112 a year on $10k · lower is better1.12%

10.29%Trailing 12-mo yield$1,029 · $5,424 a year on $10k54.24%

−6.7%Worst dropSmaller is better−25.5%

11.2%VolatilityLower is calmer39.1%

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

2–4USOY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CEFZ vs USOY: Top 5 Holdings

Today

CEFZ

29.4%in top 5

USOY

in top 5[…]

CEFZStockUSOY

10.3%PSUSnot top 5

6.0%SABAnot top 5

4.6%PXHnot top 5

4.4%TRIXXnot top 5

4.1%BSTZnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

CEFZ vs USOY Returns, Every Period

TrueSharesCEFZ

+7.8%

past year

USOYDefiance

+56.2%

past year

CEFZUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CEFZ vs USOY

YTD

TrueSharesCEFZ

+4.9%

USOYDefiance

+56.2%

+4.9%Year to date+56.2%

−6.7%Worst drop · 1Y−25.5%

11.2%Volatility · 1Y39.1%

10.3%Yield54.2%

$40.4MAssets$74.7M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CEFZ, USOY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

USOY1.12%$112

CEFZ2.82%$282

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CEFZ, USOY, VIG

54.24%highest, USOY

FundTrailing yieldYield$10k

USOY54.24%$5,424

CEFZ10.29%$1,029

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,312most kept, USOY

USOY$5,424 − $112 = $5,312

CEFZ$1,029 − $282 = $747

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CEFZ, USOY, VIG

Today

0.0%most shared, CEFZ and VIG

CEFZUSOYVIG

CEFZ—[…]0.0%

USOY[…]—[…]

VIG0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

VIGWorst drop−7.9%11.0% vol

CEFZWorst drop−6.7%11.2% vol

USOYWorst drop−25.5%39.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USOYVIG

+56.2%Year to date+14.8%

54.2%Yield1.5%

+56.2%Past year+17.6%

1.12%Fee0.04%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026