Compare · 2 funds side by side · dividends reinvested

MAMB and USOY

MAMBMonarch×USOYDefiance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,238MAMB · best of the two

02 / 04

MAMB and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$73M1.3

Monarch Ambassador Income Index ETFIncome · Dividend stocks1.15%2.74%+0.7%+1.7%+7.2%+0.5%−5.7%5.9%$199M1.5

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: MAMB 2021 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Ambassador Income Index ETF · $199M$10,238

MAMB

USOY

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

$10,000 five years ago, dividends reinvested

MAMBMeasureUSOY

+0.7%Year to dateJan 1 → Nov 5+60.8%

+1.7%1 yearTotal return+59.4%

+7.2%3 years · per year$10,000 became $12,305 · […][…]

+0.5%5 years · per year$10,000 became $10,238 · […][…]

1.15%Expense ratio$115 · $112 a year on $10k · lower is better1.12%

2.74%Trailing 12-mo yield$274 · $5,464 a year on $10k54.64%

−5.7%Worst dropSmaller is better−25.5%

5.9%VolatilityLower is calmer39.0%

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

2–4USOY wins

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

More Ways to See the Pairs

MAMB vs USOY: Top 5 Holdings

Today

MAMB

70.1%in top 5

USOY

in top 5[…]

MAMBStockUSOY

19.9%IEFnot top 5

12.8%TLTnot top 5

12.5%MBBnot top 5

12.5%BABnot top 5

12.4%AGGnot top 5

Held in common[…]

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

MAMB vs USOY Returns, Every Period

MonarchMAMB

+1.7%

past year

USOYDefiance

+59.4%

past year

MAMBUSOYFaded: behind in that period

0–2USOY wins

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

MAMB vs USOY

YTD

MonarchMAMB

+0.7%

USOYDefiance

+60.8%

+0.7%Year to date+60.8%

−5.7%Worst drop · 1Y−25.5%

5.9%Volatility · 1Y39.0%

2.7%Yield54.6%

$199MAssets$72.6M

2–2level

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

Cost, Income and Risk

Fees: MAMB, USOY

Today

1.12%lowest, USOY

FundExpense ratioFee$10k

USOY1.12%$112

MAMB1.15%$115

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

Yields: MAMB, USOY

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

MAMB2.74%$274

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

MAMB$274 − $115 = $159

KeptFee

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

Overlap: MAMB, USOY

Today

[…]holdings […]

MAMBUSOY

MAMB—[…]

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

MAMBWorst drop−5.7%5.9% 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

USOYMAMB

+60.8%Year to date+0.7%

54.6%Yield2.7%

+59.4%Past year+1.7%

1.12%Fee1.15%

4–0USOY 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026