Compare · 2 funds side by side · dividends reinvested

NUDV and USOY

NUDVNuveen×USOYDefiance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,184NUDV · best of the two

02 / 04

NUDV and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG DividendIncome · Dividend stocks0.26%2.17%+19.3%+24.4%+20.6%+10.1%−6.7%10.6%$56M1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$79M1.5

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: NUDV 2021 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Dividend · $56M$16,184

NUDV

USOY

Oil Enhanced Options Income ETF · $79M[…]

$10,000 five years ago, dividends reinvested

NUDVMeasureUSOY

+19.3%Year to dateJan 1 → Nov 5+60.8%

+24.4%1 yearTotal return+59.4%

+20.6%3 years · per year$10,000 became $17,539 · […][…]

+10.1%5 years · per year$10,000 became $16,184 · […][…]

0.26%Expense ratio$26 · $112 a year on $10k · lower is better1.12%

2.17%Trailing 12-mo yield$217 · $5,464 a year on $10k54.64%

−6.7%Worst dropSmaller is better−25.5%

10.6%VolatilityLower is calmer39.0%

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

3–3Level

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

More Ways to See the Pairs

NUDV vs USOY: Top 5 Holdings

Today

NUDV

12.6%in top 5

USOY

in top 5[…]

NUDVStockUSOY

2.8%KOnot top 5

2.6%MRKnot top 5

2.6%PGnot top 5

2.4%ABBVnot top 5

2.3%IBMnot top 5

Held in common[…]

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

NUDV vs USOY Returns, Every Period

NuveenNUDV

+24.4%

past year

USOYDefiance

+59.4%

past year

NUDVUSOYFaded: behind in that period

0–2USOY wins

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

NUDV vs USOY

YTD

NuveenNUDV

+19.3%

USOYDefiance

+60.8%

+19.3%Year to date+60.8%

−6.7%Worst drop · 1Y−25.5%

10.6%Volatility · 1Y39.0%

2.2%Yield54.6%

$56.4MAssets$78.8M

2–2level

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

Cost, Income and Risk

Fees: NUDV, USOY

Today

0.26%lowest, NUDV

FundExpense ratioFee$10k

NUDV0.26%$26

USOY1.12%$112

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

Yields: NUDV, USOY

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

NUDV2.17%$217

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

NUDV$217 − $26 = $191

KeptFee

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

Overlap: NUDV, USOY

Today

[…]holdings […]

NUDVUSOY

NUDV—[…]

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

NUDVWorst drop−6.7%10.6% 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

USOYNUDV

+60.8%Year to date+19.3%

54.6%Yield2.2%

+59.4%Past year+24.4%

1.12%Fee0.26%

3–1USOY 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026