Compare · 2 funds side by side · dividends reinvested

IQDF and USOY

IQDFFlexShares×USOYDefiance×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,296IQDF · best of the two

02 / 04

IQDF and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust International Quality Dividend ETFIncome · Dividend stocks0.49%3.62%+11.3%+18.3%+22.7%+10.3%−10.0%16.8%$1.1B1.4

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: IQDF 2013 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust International Quality Dividend ETF · $1.1B$16,296

IQDF

USOY

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

$10,000 five years ago, dividends reinvested

IQDFMeasureUSOY

+11.3%Year to dateJan 1 → Nov 5+60.8%

+18.3%1 yearTotal return+59.4%

+22.7%3 years · per year$10,000 became $18,466 · […][…]

+10.3%5 years · per year$10,000 became $16,296 · […][…]

0.49%Expense ratio$49 · $112 a year on $10k · lower is better1.12%

3.62%Trailing 12-mo yield$362 · $5,464 a year on $10k54.64%

−10.0%Worst dropSmaller is better−25.5%

16.8%VolatilityLower is calmer39.0%

IQDFUSOY 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

IQDF vs USOY: Top 5 Holdings

Today

IQDF

12.0%in top 5

USOY

in top 5[…]

IQDFStockUSOY

4.3%2330.TWnot top 5

2.2%6857.Tnot top 5

2.0%2454.TWnot top 5

1.8%NOVO-B.Cnot top 5

1.7%005930.Knot top 5

Held in common[…]

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

IQDF vs USOY Returns, Every Period

FlexSharesIQDF

+18.3%

past year

USOYDefiance

+59.4%

past year

IQDFUSOYFaded: behind in that period

0–2USOY wins

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

IQDF vs USOY

YTD

FlexSharesIQDF

+11.3%

USOYDefiance

+60.8%

+11.3%Year to date+60.8%

−10.0%Worst drop · 1Y−25.5%

16.8%Volatility · 1Y39.0%

3.6%Yield54.6%

$1.1BAssets$78.8M

2–2level

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

Cost, Income and Risk

Fees: IQDF, USOY

Today

0.49%lowest, IQDF

FundExpense ratioFee$10k

IQDF0.49%$49

USOY1.12%$112

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

Yields: IQDF, USOY

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

IQDF3.62%$362

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

IQDF$362 − $49 = $313

KeptFee

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

Overlap: IQDF, USOY

Today

[…]holdings […]

IQDFUSOY

IQDF—[…]

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

IQDFWorst drop−10.0%16.8% 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

USOYIQDF

+60.8%Year to date+11.3%

54.6%Yield3.6%

+59.4%Past year+18.3%

1.12%Fee0.49%

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