Compare · 3 funds side by side · dividends reinvested

FPE, USOY and VIG

FPEFirst Trust×USOYDefiance×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

FPE, USOY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

First Trust Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.33%−1.6%−1.0%+9.1%+2.2%−4.4%4.2%$5.9B2.0

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$74M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: FPE 2013 · USOY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Preferred Securities and Income ETF · $5.9B$11,141

FPE

USOY

Oil Enhanced Options Income ETF · $74M[…]

$10,000 five years ago, dividends reinvested

FPEMeasureUSOY

−1.6%Year to dateJan 1 → Nov 6+61.1%

−1.0%1 yearTotal return+60.0%

+9.1%3 years · per year$10,000 became $12,986 · […][…]

+2.2%5 years · per year$10,000 became $11,141 · […][…]

0.83%Expense ratio$83 · $112 a year on $10k · lower is better1.12%

6.33%Trailing 12-mo yield$633 · $5,352 a year on $10k53.52%

−4.4%Worst dropSmaller is better−25.5%

4.2%VolatilityLower is calmer39.0%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FPE vs USOY: Top 5 Holdings

Today

FPE

5.9%in top 5

USOY

in top 5[…]

FPEStockUSOY

1.6%WFC-PLnot top 5

1.2%XELLLnot top 5

1.1%CRBDnot top 5

1.1%ESGRPnot top 5

1.0%TMUSZnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

FPE vs USOY Returns, Every Period

First TrustFPE

−1.0%

past year

USOYDefiance

+60.0%

past year

FPEUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FPE vs USOY

YTD

First TrustFPE

−1.6%

USOYDefiance

+61.1%

−1.6%Year to date+61.1%

−4.4%Worst drop · 1Y−25.5%

4.2%Volatility · 1Y39.0%

6.3%Yield53.5%

$5.9BAssets$73.5M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPE, USOY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FPE0.83%$83

USOY1.12%$112

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FPE, USOY, VIG

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

FPE6.33%$633

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

FPE$633 − $83 = $550

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FPE, USOY, VIG

Today

0.0%most shared, FPE and VIG

FPEUSOYVIG

FPE—[…]0.0%

USOY[…]—[…]

VIG0.0%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+60.0%USOY, at 39.0% volatility

FPEWorst drop−4.4%4.2% vol

VIGWorst drop−7.9%10.8% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USOYVIG

+61.1%Year to date+12.1%

53.5%Yield1.5%

+60.0%Past year+14.3%

1.12%Fee0.04%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026