Compare · 2 funds side by side · dividends reinvested

HEDG and USOI

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

02 / 04

HEDG and USOI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$302M1.3

Equable Shares Hedged Equity ETFIncome · Covered calls0.96%2.75%+7.4%+9.5%[…][…]−3.8%5.5%$469M1.7

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: HEDG 2019 · USOI 2017

Head to Head

Swap sides Versus in desk

Head to Head

Equable Shares Hedged Equity ETF · $469M[…]

HEDG

USOI

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

$10,000 five years ago, dividends reinvested

HEDGMeasureUSOI

+7.4%Year to dateJan 1 → Nov 4+47.1%

+9.5%1 yearTotal return+42.9%

[…]3 years · per year$10,000 became […] · $13,905+11.6%

[…]5 years · per year$10,000 became […] · $18,186+12.7%

0.96%Expense ratio$96 · $85 a year on $10k · lower is better0.85%

2.75%Trailing 12-mo yield$275 · $6,218 a year on $10k62.18%

−3.8%Worst dropSmaller is better−23.5%

5.5%VolatilityLower is calmer24.6%

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

2–4USOI wins

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

More Ways to See the Pairs

HEDG vs USOI: Top 5 Holdings

Today

HEDG

97.3%in top 5

USOI

in top 5[…]

HEDGStockUSOI

76.7%IVVnot top 5

20.1%SPYnot top 5

0.4%OPERnot top 5

Held in common[…]

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

HEDG vs USOI Returns, Every Period

EquableHEDG

+9.5%

past year

USOIETRACS

+42.9%

past year

HEDGUSOIFaded: behind in that period

0–2USOI wins

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

HEDG vs USOI

YTD

EquableHEDG

+7.4%

USOIETRACS

+47.1%

+7.4%Year to date+47.1%

−3.8%Worst drop · 1Y−23.5%

5.5%Volatility · 1Y24.6%

2.8%Yield62.2%

$469MAssets$302M

2–2level

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

Cost, Income and Risk

Fees: HEDG, USOI

Today

0.85%lowest, USOI

FundExpense ratioFee$10k

USOI0.85%$85

HEDG0.96%$96

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

Yields: HEDG, USOI

62.18%highest, USOI

FundTrailing yieldYield$10k

USOI62.18%$6,218

HEDG2.75%$275

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

HEDG$275 − $96 = $179

KeptFee

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

Overlap: HEDG, USOI

Today

[…]holdings […]

HEDGUSOI

HEDG—[…]

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

HEDGWorst drop−3.8%5.5% 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

USOIHEDG

+47.1%Year to date+7.4%

62.2%Yield2.8%

+42.9%Past year+9.5%

0.85%Fee0.96%

4–0USOI 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