Compare · 2 funds side by side · dividends reinvested

FPFD and USOY

FPFDFidelity×USOYDefiance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,418FPFD · best of the two

02 / 04

FPFD and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Preferred Securities & Income ETFIncome · Dividend stocks0.59%5.77%−1.9%−1.7%+7.3%+0.8%−4.8%3.3%$76M1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$79M1.5

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: FPFD 2021 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Oil Enhanced Options Income ETF · $79M[…]

USOY

FPFD

Fidelity Preferred Securities & Income ETF · $76M$10,418

$10,000 five years ago, dividends reinvested

USOYMeasureFPFD

+60.8%Year to dateJan 1 → Nov 5−1.9%

+59.4%1 yearTotal return−1.7%

[…]3 years · per year$10,000 became […] · $12,359+7.3%

[…]5 years · per year$10,000 became […] · $10,418+0.8%

1.12%Expense ratio$112 · $59 a year on $10k · lower is better0.59%

54.64%Trailing 12-mo yield$5,464 · $577 a year on $10k5.77%

−25.5%Worst dropSmaller is better−4.8%

39.0%VolatilityLower is calmer3.3%

USOYFPFD 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 FPFD: Top 5 Holdings

Today

USOY

[…]in top 5

FPFD

in top 55.7%

USOYStockFPFD

not top 5STRF1.5%

not top 5SOJE1.4%

not top 5MS-PP1.2%

not top 5MS-PK0.9%

not top 5BAC-PM0.8%

Held in common[…]

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

USOY vs FPFD Returns, Every Period

DefianceUSOY

+59.4%

past year

FPFDFidelity

−1.7%

past year

USOYFPFDFaded: behind in that period

2–0USOY wins

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

USOY vs FPFD

YTD

DefianceUSOY

+60.8%

FPFDFidelity

−1.9%

+60.8%Year to date−1.9%

−25.5%Worst drop · 1Y−4.8%

39.0%Volatility · 1Y3.3%

54.6%Yield5.8%

$78.8MAssets$75.9M

2–2level

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

Cost, Income and Risk

Fees: FPFD, USOY

Today

0.59%lowest, FPFD

FundExpense ratioFee$10k

FPFD0.59%$59

USOY1.12%$112

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

Yields: FPFD, USOY

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

FPFD5.77%$577

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

FPFD$577 − $59 = $518

KeptFee

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

Overlap: FPFD, USOY

Today

[…]holdings […]

FPFDUSOY

FPFD—[…]

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

FPFDWorst drop−4.8%3.3% 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

USOYFPFD

+60.8%Year to date−1.9%

54.6%Yield5.8%

+59.4%Past year−1.7%

1.12%Fee0.59%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026