Compare · 2 funds side by side · dividends reinvested

FTQI and USOI

FTQIFirst Trust×USOIETRACS×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,186USOI · best of the two

02 / 04

FTQI and USOI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq BuyWrite Income ETFIncome · Covered calls0.75%11.64%+14.5%+15.6%+18.6%+11.3%−6.2%11.6%$997M1.5

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Income · Covered calls0.85%62.18%+47.1%+42.9%+11.6%+12.7%−23.5%24.6%$302M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FTQI 2014 · USOI 2017

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq BuyWrite Income ETF · $997M$17,048

FTQI

USOI

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $302M$18,186

$10,000 five years ago, dividends reinvested

FTQIMeasureUSOI

+14.5%Year to dateJan 1 → Nov 4+47.1%

+15.6%1 yearTotal return+42.9%

+18.6%3 years · per year$10,000 became $16,692 · $13,905+11.6%

+11.3%5 years · per year$10,000 became $17,048 · $18,186+12.7%

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

11.64%Trailing 12-mo yield$1,164 · $6,218 a year on $10k62.18%

−6.2%Worst dropSmaller is better−23.5%

11.6%VolatilityLower is calmer24.6%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTQI vs USOI: Top 5 Holdings

Today

FTQI

27.3%in top 5

USOI

in top 5[…]

FTQIStockUSOI

9.0%AAPLnot top 5

6.2%NVDAnot top 5

4.7%AMDnot top 5

4.2%AMZNnot top 5

3.1%CSCOnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

FTQI vs USOI Returns, Every Period

First TrustFTQI

+11.3%

5 years, per year

USOIETRACS

+12.7%

5 years, per year

FTQIUSOIFaded: behind in that period

1–3USOI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FTQI vs USOI

YTD

First TrustFTQI

+14.5%

USOIETRACS

+47.1%

+14.5%Year to date+47.1%

−6.2%Worst drop · 1Y−23.5%

11.6%Volatility · 1Y24.6%

11.6%Yield62.2%

$997MAssets$302M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTQI, USOI

Today

0.75%lowest, FTQI

FundExpense ratioFee$10k

FTQI0.75%$75

USOI0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FTQI, USOI

62.18%highest, USOI

FundTrailing yieldYield$10k

USOI62.18%$6,218

FTQI11.64%$1,164

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$6,133most kept, USOI

USOI$6,218 − $85 = $6,133

FTQI$1,164 − $75 = $1,089

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FTQI, USOI

Today

[…]holdings […]

FTQIUSOI

FTQI—[…]

USOI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+42.9%USOI, at 24.6% volatility

FTQIWorst drop−6.2%11.6% vol

USOIWorst drop−23.5%24.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USOIFTQI

+47.1%Year to date+14.5%

62.2%Yield11.6%

+42.9%Past year+15.6%

0.85%Fee0.75%

3–1USOI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026