Compare · 3 funds side by side · dividends reinvested

MSTI, USOY and VIG

MSTIMadison Funds×USOYDefiance×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

MSTI, USOY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

Madison Short Term Strategic Income ETFIncome · Dividend stocks0.36%5.38%+1.4%+2.3%+5.6%[…]−1.7%2.2%$47M2.0

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.24%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MSTI 2023 · USOY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Madison Short Term Strategic Income ETF · $47M[…]

MSTI

USOY

Oil Enhanced Options Income ETF · $75M[…]

$10,000 five years ago, dividends reinvested

MSTIMeasureUSOY

+1.4%Year to dateJan 1 → Nov 9+56.2%

+2.3%1 yearTotal return+56.2%

+5.6%3 years · per year$10,000 became $11,763 · […][…]

[…]5 years · per year[…]

0.36%Expense ratio$36 · $112 a year on $10k · lower is better1.12%

5.38%Trailing 12-mo yield$538 · $5,424 a year on $10k54.24%

−1.7%Worst dropSmaller is better−25.5%

2.2%VolatilityLower is calmer39.1%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSTI vs USOY: Top 5 Holdings

Today

MSTI

12.9%in top 5

USOY

in top 5[…]

MSTIStockUSOY

3.3%91282CRMnot top 5

2.7%91282CJAnot top 5

2.4%31418ELXnot top 5

2.3%3132DWJGnot top 5

2.2%31418ET6not top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

MSTI vs USOY Returns, Every Period

Madison FundsMSTI

+2.3%

past year

USOYDefiance

+56.2%

past year

MSTIUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MSTI vs USOY

YTD

Madison FundsMSTI

+1.4%

USOYDefiance

+56.2%

+1.4%Year to date+56.2%

−1.7%Worst drop · 1Y−25.5%

2.2%Volatility · 1Y39.1%

5.4%Yield54.2%

$46.5MAssets$74.7M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSTI, USOY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MSTI0.36%$36

USOY1.12%$112

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MSTI, USOY, VIG

54.24%highest, USOY

FundTrailing yieldYield$10k

USOY54.24%$5,424

MSTI5.38%$538

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,312most kept, USOY

USOY$5,424 − $112 = $5,312

MSTI$538 − $36 = $502

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MSTI, USOY, VIG

Today

0.0%most shared, MSTI and VIG

MSTIUSOYVIG

MSTI—[…]0.0%

USOY[…]—[…]

VIG0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

MSTIWorst drop−1.7%2.2% vol

VIGWorst drop−7.9%11.0% vol

USOYWorst drop−25.5%39.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USOYVIG

+56.2%Year to date+14.8%

54.2%Yield1.5%

+56.2%Past year+17.6%

1.12%Fee0.04%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026