Compare · 4 funds side by side · dividends reinvested

FREI, USOY, SCHD and VYM

FREIFidelity×USOYDefiance×SCHDSchwab×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

FREI, USOY, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.2

Fidelity Real Estate Income ETFIncome · Dividend stocks0.76%1.90%[…][…][…][…][…][…]$51M3.5

Rank among the four1st → 4thFee, 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: FREI 2026 · USOY 2024 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Real Estate Income ETF · $51M[…]

FREI

USOY

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

$10,000 five years ago, dividends reinvested

FREIMeasureUSOY

[…]Year to dateJan 1 → Nov 9+56.2%

[…]1 yearTotal return+56.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.76%Expense ratio$76 · $112 a year on $10k · lower is better1.12%

1.90%Trailing 12-mo yield$190 · $5,519 a year on $10k55.19%

[…]Worst dropSmaller is better−25.5%

[…]VolatilityLower is calmer39.1%

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

1–1Level

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

More Ways to See the Pairs

FREI vs USOY: Top 5 Holdings

Today

FREI

8.0%in top 5

USOY

in top 5[…]

FREIStockUSOY

2.1%AMTnot top 5

1.7%WELLnot top 5

1.5%EQIXnot top 5

1.5%PLDnot top 5

1.2%ELSnot top 5

Held in common[…]

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

FREI vs USOY Returns, Every Period

FidelityFREI

[…]

past year

USOYDefiance

+56.2%

past year

Returns […]

FREIUSOYFaded: behind in that period

0–0Level

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

FREI vs USOY

YTD

FidelityFREI

[…]

USOYDefiance

+56.2%

[…]Year to date+56.2%

[…]Worst drop · 1Y−25.5%

[…]Volatility · 1Y39.1%

1.9%Yield55.2%

$50.5MAssets$74.7M

1–0USOY wins

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

Cost, Income and Risk

Fees: FREI, USOY, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

FREI0.76%$76

USOY1.12%$112

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

Yields: FREI, USOY, SCHD, VYM

55.19%highest, USOY

FundTrailing yieldYield$10k

USOY55.19%$5,519

SCHD2.96%$296

VYM2.26%$226

FREI1.90%$190

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

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

FREI$190 − $76 = $114

KeptFee

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

Overlap: FREI, USOY, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

FREIUSOYSCHDVYM

FREI—[…]0.0%0.0%

USOY[…]—[…][…]

SCHD0.0%[…]—21.9%

VYM0.0%[…]21.9%—

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

Return vs Bumpiness: 4 ETFs

+56.2%USOY, at 39.1% volatility

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

USOYWorst drop−25.5%39.1% vol

FREIWorst drop[…][…]

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

Paid More vs Made More

YTD

USOYSCHD

+56.2%Year to date+33.2%

55.2%Yield3.0%

+56.2%Past year+39.1%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026