Compare · 3 funds side by side · dividends reinvested

NUDV, USOY and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

NUDV, USOY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$75M2.0

Nuveen ESG DividendIncome · Dividend stocks0.26%2.24%+15.8%+20.3%+18.8%+9.2%−6.7%10.9%$56M2.1

Rank among the three1st → 3rdFee, 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: NUDV 2021 · USOY 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Dividend · $56M$15,547

NUDV

USOY

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

$10,000 five years ago, dividends reinvested

NUDVMeasureUSOY

+15.8%Year to dateJan 1 → Nov 6+61.1%

+20.3%1 yearTotal return+60.0%

+18.8%3 years · per year$10,000 became $16,785 · […][…]

+9.2%5 years · per year$10,000 became $15,547 · […][…]

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

2.24%Trailing 12-mo yield$224 · $5,352 a year on $10k53.52%

−6.7%Worst dropSmaller is better−25.5%

10.9%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 6, 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

12.7%in top 5

USOY

in top 5[…]

NUDVStockUSOY

2.8%KOnot top 5

2.6%PGnot top 5

2.6%MRKnot top 5

2.4%ABBVnot top 5

2.3%ACNnot top 5

Held in common[…]

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

NUDV vs USOY Returns, Every Period

NuveenNUDV

+20.3%

past year

USOYDefiance

+60.0%

past year

NUDVUSOYFaded: behind in that period

0–2USOY wins

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

NUDV vs USOY

YTD

NuveenNUDV

+15.8%

USOYDefiance

+61.1%

+15.8%Year to date+61.1%

−6.7%Worst drop · 1Y−25.5%

10.9%Volatility · 1Y39.0%

2.2%Yield53.5%

$55.9MAssets$74.7M

2–2level

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

Cost, Income and Risk

Fees: NUDV, USOY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

NUDV0.26%$26

USOY1.12%$112

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

Yields: NUDV, USOY, SCHD

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

SCHD3.00%$300

NUDV2.24%$224

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

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

SCHD$300 − $6 = $294

NUDV$224 − $26 = $198

KeptFee

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

Overlap: NUDV, USOY, SCHD

Today

19.2%most shared, NUDV and SCHD

NUDVUSOYSCHD

NUDV—[…]19.2%

USOY[…]—[…]

SCHD19.2%[…]—

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

Return vs Bumpiness: 3 ETFs

+60.0%USOY, at 39.0% volatility

NUDVWorst drop−6.7%10.9% vol

SCHDWorst drop−6.9%11.7% 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

USOYSCHD

+61.1%Year to date+31.4%

53.5%Yield3.0%

+60.0%Past year+37.0%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026