Compare · 2 funds side by side · dividends reinvested

FTHI and USOI

FTHIFirst Trust×USOIETRACS×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,643USOI · best of the two

02 / 04

FTHI and USOI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.11%+5.8%+6.7%+15.6%+9.9%−5.5%9.5%$2.5B1.5

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Income · Covered calls0.85%59.82%+52.9%+49.1%+12.4%+13.3%−23.5%24.3%$314M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FTHI 2014 · USOI 2017

Head to Head

Swap sides Versus in desk

Head to Head

First Trust BuyWrite Income ETF · $2.5B$16,018

FTHI

USOI

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $314M$18,643

$10,000 five years ago, dividends reinvested

FTHIMeasureUSOI

+5.8%Year to dateJan 1 → Nov 3+52.9%

+6.7%1 yearTotal return+49.1%

+15.6%3 years · per year$10,000 became $15,432 · $14,204+12.4%

+9.9%5 years · per year$10,000 became $16,018 · $18,643+13.3%

0.75%Expense ratio$75 · $85 a year on $10k · lower is better0.85%

9.11%Trailing 12-mo yield$911 · $5,982 a year on $10k59.82%

−5.5%Worst dropSmaller is better−23.5%

9.5%VolatilityLower is calmer24.3%

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

4–4Level

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

More Ways to See the Pairs

FTHI vs USOI: Top 5 Holdings

Today

FTHI

22.9%in top 5

USOI

in top 5[…]

FTHIStockUSOI

8.1%AAPLnot top 5

6.5%NVDAnot top 5

3.2%MSFTnot top 5

2.6%JPMnot top 5

2.5%AMZNnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

FTHI vs USOI Returns, Every Period

First TrustFTHI

+9.9%

5 years, per year

USOIETRACS

+13.3%

5 years, per year

FTHIUSOIFaded: behind in that period

1–3USOI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FTHI vs USOI

YTD

First TrustFTHI

+5.8%

USOIETRACS

+52.9%

+5.8%Year to date+52.9%

−5.5%Worst drop · 1Y−23.5%

9.5%Volatility · 1Y24.3%

9.1%Yield59.8%

$2.5BAssets$314M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTHI, USOI

Today

0.75%lowest, FTHI

FundExpense ratioFee$10k

FTHI0.75%$75

USOI0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FTHI, USOI

59.82%highest, USOI

FundTrailing yieldYield$10k

USOI59.82%$5,982

FTHI9.11%$911

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,897most kept, USOI

USOI$5,982 − $85 = $5,897

FTHI$911 − $75 = $836

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FTHI, USOI

Today

[…]holdings […]

FTHIUSOI

FTHI—[…]

USOI[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+49.1%USOI, at 24.3% volatility

FTHIWorst drop−5.5%9.5% vol

USOIWorst drop−23.5%24.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USOIFTHI

+52.9%Year to date+5.8%

59.8%Yield9.1%

+49.1%Past year+6.7%

0.85%Fee0.75%

3–1USOI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026