Compare · 2 funds side by side · dividends reinvested

FTDS and USOY

FTDSFirst Trust×USOYDefiance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,717FTDS · best of the two

02 / 04

FTDS and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dividend Strength ETFIncome · Dividend stocks0.81%1.60%+18.8%+24.9%+19.9%+8.0%−7.3%12.3%$40M1.4

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: FTDS 2006 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dividend Strength ETF · $40M$14,717

FTDS

USOY

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

$10,000 five years ago, dividends reinvested

FTDSMeasureUSOY

+18.8%Year to dateJan 1 → Nov 5+60.8%

+24.9%1 yearTotal return+59.4%

+19.9%3 years · per year$10,000 became $17,229 · […][…]

+8.0%5 years · per year$10,000 became $14,717 · […][…]

0.81%Expense ratio$81 · $112 a year on $10k · lower is better1.12%

1.60%Trailing 12-mo yield$160 · $5,464 a year on $10k54.64%

−7.3%Worst dropSmaller is better−25.5%

12.3%VolatilityLower is calmer39.0%

FTDSUSOY 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

FTDS vs USOY: Top 5 Holdings

Today

FTDS

11.4%in top 5

USOY

in top 5[…]

FTDSStockUSOY

2.3%EFXnot top 5

2.3%HLInot top 5

2.3%JKHYnot top 5

2.3%TXRHnot top 5

2.2%NXPInot top 5

Held in common[…]

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

FTDS vs USOY Returns, Every Period

First TrustFTDS

+24.9%

past year

USOYDefiance

+59.4%

past year

FTDSUSOYFaded: behind in that period

0–2USOY wins

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

FTDS vs USOY

YTD

First TrustFTDS

+18.8%

USOYDefiance

+60.8%

+18.8%Year to date+60.8%

−7.3%Worst drop · 1Y−25.5%

12.3%Volatility · 1Y39.0%

1.6%Yield54.6%

$40.2MAssets$78.8M

2–2level

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

Cost, Income and Risk

Fees: FTDS, USOY

Today

0.81%lowest, FTDS

FundExpense ratioFee$10k

FTDS0.81%$81

USOY1.12%$112

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

Yields: FTDS, USOY

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

FTDS1.60%$160

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

FTDS$160 − $81 = $79

KeptFee

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

Overlap: FTDS, USOY

Today

[…]holdings […]

FTDSUSOY

FTDS—[…]

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

FTDSWorst drop−7.3%12.3% 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

USOYFTDS

+60.8%Year to date+18.8%

54.6%Yield1.6%

+59.4%Past year+24.9%

1.12%Fee0.81%

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