Compare · 2 funds side by side · dividends reinvested

PBP and USOI

PBPInvesco×USOIETRACS×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,643USOI · best of the two

02 / 04

PBP and USOI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 BuyWrite ETFIncome · Covered calls0.29%11.44%+10.3%+14.6%+15.1%+7.6%−5.2%7.4%$388M1.5

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Income · Covered calls0.85%59.82%+52.9%+49.1%+12.4%+13.3%−23.5%24.3%$314M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: PBP 2007 · USOI 2017

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 BuyWrite ETF · $388M$14,442

PBP

USOI

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $314M$18,643

$10,000 five years ago, dividends reinvested

PBPMeasureUSOI

+10.3%Year to dateJan 1 → Nov 3+52.9%

+14.6%1 yearTotal return+49.1%

+15.1%3 years · per year$10,000 became $15,265 · $14,204+12.4%

+7.6%5 years · per year$10,000 became $14,442 · $18,643+13.3%

0.29%Expense ratio$29 · $85 a year on $10k · lower is better0.85%

11.44%Trailing 12-mo yield$1,144 · $5,982 a year on $10k59.82%

−5.2%Worst dropSmaller is better−23.5%

7.4%VolatilityLower is calmer24.3%

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

4–4Level

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

More Ways to See the Pairs

PBP vs USOI: Top 5 Holdings

Today

PBP

27.3%in top 5

USOI

in top 5[…]

PBPStockUSOI

7.6%AAPLnot top 5

7.6%NVDAnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

PBP vs USOI Returns, Every Period

InvescoPBP

+7.6%

5 years, per year

USOIETRACS

+13.3%

5 years, per year

PBPUSOIFaded: behind in that period

1–3USOI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PBP vs USOI

YTD

InvescoPBP

+10.3%

USOIETRACS

+52.9%

+10.3%Year to date+52.9%

−5.2%Worst drop · 1Y−23.5%

7.4%Volatility · 1Y24.3%

11.4%Yield59.8%

$388MAssets$314M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBP, USOI

Today

0.29%lowest, PBP

FundExpense ratioFee$10k

PBP0.29%$29

USOI0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PBP, USOI

59.82%highest, USOI

FundTrailing yieldYield$10k

USOI59.82%$5,982

PBP11.44%$1,144

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,897most kept, USOI

USOI$5,982 − $85 = $5,897

PBP$1,144 − $29 = $1,115

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PBP, USOI

Today

[…]holdings […]

PBPUSOI

PBP—[…]

USOI[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+49.1%USOI, at 24.3% volatility

PBPWorst drop−5.2%7.4% vol

USOIWorst drop−23.5%24.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USOIPBP

+52.9%Year to date+10.3%

59.8%Yield11.4%

+49.1%Past year+14.6%

0.85%Fee0.29%

3–1USOI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026