Compare MDPL and USOY

MDPL 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%$74M1.3

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.35%+13.2%+19.0%[…][…]−12.4%17.6%$62M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: MDPL 2024 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Monarch Dividend Plus ETF · $62M[…]

MDPL

USOY

Oil Enhanced Options Income ETF · $74M[…]

$10,000 five years ago, dividends reinvested

MDPLMeasureUSOY

+13.2%Year to dateJan 1 → Nov 6+61.1%

+19.0%1 yearTotal return+60.0%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.19%Expense ratio$119 · $112 a year on $10k · lower is better1.12%

1.35%Trailing 12-mo yield$135 · $5,352 a year on $10k53.52%

−12.4%Worst dropSmaller is better−25.5%

17.6%VolatilityLower is calmer39.0%

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

2–4USOY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDPL vs USOY: Top 5 Holdings

Today

MDPL

18.5%in top 5

USOY

in top 5[…]

MDPLStockUSOY

3.9%BAHnot top 5

3.7%ACNnot top 5

3.7%CMCSAnot top 5

3.6%HRBnot top 5

3.6%FDSnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MDPL vs USOY Returns, Every Period

1Y

MonarchMDPL

+19.0%

past year

USOYDefiance

+60.0%

past year

MDPLUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MDPL vs USOY

YTD

MonarchMDPL

+13.2%

USOYDefiance

+61.1%

+13.2%Year to date+61.1%

−12.4%Worst drop · 1Y−25.5%

17.6%Volatility · 1Y39.0%

1.4%Yield53.5%

$61.9MAssets$73.5M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDPL, USOY

Today

1.12%lowest, USOY

FundExpense ratioFee$10k

USOY1.12%$112

MDPL1.19%$119

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MDPL, USOY

1Y

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

MDPL1.35%$135

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

MDPL$135 − $119 = $16

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MDPL, USOY

Today

[…]holdings […]

MDPLUSOY

MDPL—[…]

USOY[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+60.0%USOY, at 39.0% volatility

MDPLWorst drop−12.4%17.6% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USOYMDPL

+61.1%Year to date+13.2%

53.5%Yield1.4%

+60.0%Past year+19.0%

1.12%Fee1.19%

4–0USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026