Compare · 2 funds side by side · dividends reinvested

FDRR and USOY

FDRRFidelity×USOYDefiance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,494FDRR · best of the two

02 / 04

FDRR and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Dividend ETF for Rising RatesIncome · Dividend stocks0.15%2.09%+11.2%+15.3%+22.7%+11.8%−8.5%12.1%$762M1.4

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: FDRR 2016 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Dividend ETF for Rising Rates · $762M$17,494

FDRR

USOY

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

$10,000 five years ago, dividends reinvested

FDRRMeasureUSOY

+11.2%Year to dateJan 1 → Nov 5+60.8%

+15.3%1 yearTotal return+59.4%

+22.7%3 years · per year$10,000 became $18,477 · […][…]

+11.8%5 years · per year$10,000 became $17,494 · […][…]

0.15%Expense ratio$15 · $112 a year on $10k · lower is better1.12%

2.09%Trailing 12-mo yield$209 · $5,464 a year on $10k54.64%

−8.5%Worst dropSmaller is better−25.5%

12.1%VolatilityLower is calmer39.0%

FDRRUSOY 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

FDRR vs USOY: Top 5 Holdings

Today

FDRR

31.2%in top 5

USOY

in top 5[…]

FDRRStockUSOY

8.5%AAPLnot top 5

8.0%NVDAnot top 5

7.1%MSFTnot top 5

4.4%GOOGLnot top 5

3.2%AVGOnot top 5

Held in common[…]

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

FDRR vs USOY Returns, Every Period

FidelityFDRR

+15.3%

past year

USOYDefiance

+59.4%

past year

FDRRUSOYFaded: behind in that period

0–2USOY wins

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

FDRR vs USOY

YTD

FidelityFDRR

+11.2%

USOYDefiance

+60.8%

+11.2%Year to date+60.8%

−8.5%Worst drop · 1Y−25.5%

12.1%Volatility · 1Y39.0%

2.1%Yield54.6%

$762MAssets$72.6M

2–2level

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

Cost, Income and Risk

Fees: FDRR, USOY

Today

0.15%lowest, FDRR

FundExpense ratioFee$10k

FDRR0.15%$15

USOY1.12%$112

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

Yields: FDRR, USOY

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

FDRR2.09%$209

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

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

FDRR$209 − $15 = $194

KeptFee

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

Overlap: FDRR, USOY

Today

[…]holdings […]

FDRRUSOY

FDRR—[…]

USOY[…]—

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

Return vs Bumpiness: 2 ETFs

+59.4%USOY, at 39.0% volatility

FDRRWorst drop−8.5%12.1% 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

USOYFDRR

+60.8%Year to date+11.2%

54.6%Yield2.1%

+59.4%Past year+15.3%

1.12%Fee0.15%

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