Compare · 2 funds side by side · dividends reinvested

JPRF and USOY

JPRFJ.P. Morgan×USOYDefiance×
$61JPRF$112USOY0.61%JPRF · $61 a year on $10kUSOY · $112 a yearStory of the two · CostLowest cost
01 / 02

JPRF and USOY, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$73M1.2
JPMorgan Preferred and Income Securities ETFIncome · Dividend stocks0.61%1.92%[…][…][…][…][…][…]$2.2B1.5
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: JPRF 2022 · USOY 2024
@TheETFTracker·theetftracker.com

Head to Head

5Y
JPMorgan Preferred and Income Securities ETF · $2.2B[…]
JPRF
USOY
Oil Enhanced Options Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

JPRFMeasureUSOY
[…]Year to dateJan 1 → Nov 6+61.1%
[…]1 yearTotal return+60.0%
[…]3 years · per year[…]
[…]5 years · per year[…]
0.61%Expense ratio$61 · $112 a year on $10k · lower is better1.12%
1.92%Trailing 12-mo yield$192 · $5,352 a year on $10k53.52%
[…]Worst dropSmaller is better−25.5%
[…]VolatilityLower is calmer39.0%
JPRFUSOY Winner of the row, in its colourEach row: the bigger of the two fills its side
1–1Level
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

JPRF vs USOY: Top 5 Holdings

Today
JPRF
7.1%in top 5
in top 5[…]
JPRFStockUSOY
2.9%PGXnot top 5
1.1%MS-POnot top 5
1.1%WFC-PZnot top 5
1.0%T-PCnot top 5
1.0%MS-PQnot top 5
Held in common[…]
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

JPRF vs USOY Returns, Every Period

1Y
J.P. MorganJPRF
[…]
past year
USOYDefiance
+60.0%
past year

Returns […]

JPRFUSOYFaded: behind in that period
0–0Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

JPRF vs USOY

YTD
J.P. MorganJPRF
[…]
USOYDefiance
+61.1%
[…]Year to date+61.1%
[…]Worst drop · 1Y−25.5%
[…]Volatility · 1Y39.0%
1.9%Yield53.5%
$2.2BAssets$72.6M
1–0USOY wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: JPRF, USOY

Today
0.61%lowest, JPRF
FundExpense ratioFee$10k
JPRF0.61%$61
USOY1.12%$112
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: JPRF, USOY

1Y
53.52%highest, USOY
FundTrailing yieldYield$10k
USOY53.52%$5,352
JPRF1.92%$192
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$5,240most kept, USOY
USOY$5,352 − $112 = $5,240
JPRF$192 − $61 = $131
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: JPRF, USOY

Today
[…]holdings […]
JPRFUSOY
JPRF—[…]
USOY[…]—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+60.0%USOY, at 39.0% volatility
0%+20%+40%+60%+80%20%30%40%50%Volatility · 1 year → bumpierUSOY +60.0%
USOYWorst drop−25.5%39.0% vol
JPRFWorst drop[…][…]
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
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VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
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End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

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JEPIJ.P. Morgan
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End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

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YTD
SPDRSPYM
+8.8%
SPYSPDR
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Jan 1Nov 6+8.8%+8.7%
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End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com