Compare · 3 funds side by side · dividends reinvested

DFE, USOY and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

DFE, USOY and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.0

WisdomTree Europe SmallCap Dividend FundIncome · Dividend stocks0.58%3.98%+8.7%+17.1%+18.6%+4.9%−11.4%15.6%$160M2.3

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: DFE 2006 · USOY 2024 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe SmallCap Dividend Fund · $160M$12,698

DFE

USOY

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

$10,000 five years ago, dividends reinvested

DFEMeasureUSOY

+8.7%Year to dateJan 1 → Nov 9+56.2%

+17.1%1 yearTotal return+56.2%

+18.6%3 years · per year$10,000 became $16,689 · […][…]

+4.9%5 years · per year$10,000 became $12,698 · […][…]

0.58%Expense ratio$58 · $112 a year on $10k · lower is better1.12%

3.98%Trailing 12-mo yield$398 · $5,519 a year on $10k55.19%

−11.4%Worst dropSmaller is better−25.5%

15.6%VolatilityLower is calmer39.1%

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

3–3Level

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

More Ways to See the Pairs

DFE vs USOY: Top 5 Holdings

Today

DFE

5.3%in top 5

USOY

in top 5[…]

DFEStockUSOY

1.3%ODL.OLnot top 5

1.0%HMSO.Lnot top 5

1.0%PNN.Lnot top 5

1.0%DNLM.Lnot top 5

1.0%PROX.BRnot top 5

Held in common[…]

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

DFE vs USOY Returns, Every Period

WisdomTreeDFE

+17.1%

past year

USOYDefiance

+56.2%

past year

DFEUSOYFaded: behind in that period

0–2USOY wins

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

DFE vs USOY

YTD

WisdomTreeDFE

+8.7%

USOYDefiance

+56.2%

+8.7%Year to date+56.2%

−11.4%Worst drop · 1Y−25.5%

15.6%Volatility · 1Y39.1%

4.0%Yield55.2%

$160MAssets$74.7M

2–2level

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

Cost, Income and Risk

Fees: DFE, USOY, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

DFE0.58%$58

USOY1.12%$112

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

Yields: DFE, USOY, DGRO

55.19%highest, USOY

FundTrailing yieldYield$10k

USOY55.19%$5,519

DFE3.98%$398

DGRO1.84%$184

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

Income After Fees on $10,000

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

DFE$398 − $58 = $340

DGRO$184 − $8 = $176

KeptFee

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

Overlap: DFE, USOY, DGRO

Today

0.0%most shared, DFE and DGRO

DFEUSOYDGRO

DFE—[…]0.0%

USOY[…]—[…]

DGRO0.0%[…]—

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

DGROWorst drop−6.5%10.3% vol

DFEWorst drop−11.4%15.6% 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

USOYDGRO

+56.2%Year to date+18.8%

55.2%Yield1.8%

+56.2%Past year+22.9%

1.12%Fee0.08%

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%

$120BAssets$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%

$44.7BAssets$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