Compare · 2 funds side by side · dividends reinvested

LFDR and USOY

LFDRStone Ridge×USOYDefiance×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD−0.4%

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Portfolio

Story of the two · RiskSmallest drop

LFDR and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stone Ridge Trust - LifeX Durable Income ETFIncome · Dividend stocks0.25%5.81%−4.4%−6.1%[…][…]−11.1%8.5%$807K1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.32%+58.5%+55.6%[…][…]−25.5%39.2%$73M1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: LFDR 2024 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Oil Enhanced Options Income ETF · $73M[…]

USOY

LFDR

Stone Ridge Trust - LifeX Durable Income ETF · $807K[…]

$10,000 five years ago, dividends reinvested

USOYMeasureLFDR

+58.5%

More Ways to See the Pairs

USOY vs LFDR: Top 5 Holdings

Today

USOY

[…]in top 5

LFDR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

USOY vs LFDR Returns, Every Period

1Y

DefianceUSOY

+55.6%

past year

Cost, Income and Risk

Fees: LFDR, USOY

Today

0.25%lowest, LFDR

FundExpense ratioFee$10k

LFDR0.25%$25

USOY1.12%$112

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: LFDR, USOY

1Y

54.32%highest, USOY

FundTrailing yield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

−4.4%

+55.6%1 yearTotal return−6.1%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.12%Expense ratio$112 · $25 a year on $10k · lower is better0.25%

54.32%Trailing 12-mo yield$5,432 · $581 a year on $10k5.81%

−25.5%Worst dropSmaller is better−11.1%

39.2%VolatilityLower is calmer8.5%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

LFDR

Stone Ridge

−6.1%

past year

USOYLFDRFaded: behind in that period

2–0USOY wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

USOY vs LFDR

YTD

DefianceUSOY

+58.5%

LFDRStone Ridge

−4.4%

+58.5%Year to date−4.4%

−25.5%Worst drop · 1Y−11.1%

39.2%Volatility · 1Y8.5%

54.3%Yield5.8%

$72.8MAssets$807K

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

USOY54.32%$5,432

LFDR5.81%$581

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

Income After Fees on $10,000

1Y

$5,320most kept, USOY

USOY$5,432 − $112 = $5,320

LFDR$581 − $25 = $556

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: LFDR, USOY

Today

[…]holdings […]

LFDRUSOY

LFDR—[…]

USOY[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+55.6%USOY, at 39.2% volatility

LFDRWorst drop−11.1%8.5% vol

USOYWorst drop−25.5%39.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

USOYLFDR

+58.5%Year to date−4.4%

54.3%Yield5.8%

+55.6%Past year−6.1%

1.12%Fee0.25%

3–1USOY wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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LFDR and USOY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two