Compare · 3 funds side by side · dividends reinvested

PLGI, USOI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,840USOI · best of the three

02 / 04

PLGI, USOI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Income · Covered calls0.85%62.71%+45.8%+44.5%+11.1%+12.3%−23.5%24.7%$300M1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

PL Growth and Income ETFIncome · Covered calls1.25%0.50%+0.3%[…][…][…][…][…]$59M3.0

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: PLGI 2025 · USOI 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

PL Growth and Income ETF · $59M[…]

PLGI

USOI

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $300M$17,840

$10,000 five years ago, dividends reinvested

PLGIMeasureUSOI

+0.3%Year to dateJan 1 → Nov 9+45.8%

[…]1 yearTotal return+44.5%

[…]3 years · per year$10,000 became […] · $13,719+11.1%

[…]5 years · per year$10,000 became […] · $17,840+12.3%

1.25%Expense ratio$125 · $85 a year on $10k · lower is better0.85%

0.50%Trailing 12-mo yield$50 · $6,271 a year on $10k62.71%

[…]Worst dropSmaller is better−23.5%

[…]VolatilityLower is calmer24.7%

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

0–3USOI wins

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

More Ways to See the Pairs

PLGI vs USOI: Top 5 Holdings

Today

PLGI

26.2%in top 5

USOI

in top 5[…]

PLGIStockUSOI

5.9%NVDAnot top 5

5.4%GOOGLnot top 5

5.3%MSFTnot top 5

4.8%AMZNnot top 5

4.8%AAPLnot top 5

Held in common[…]

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

PLGI vs USOI Returns, Every Period

PLPLGI

[…]

past year

USOIETRACS

+44.5%

past year

PLGIUSOIFaded: behind in that period

0–1USOI wins

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

PLGI vs USOI

YTD

PLPLGI

+0.3%

USOIETRACS

+45.8%

+0.3%Year to date+45.8%

[…]Worst drop · 1Y−23.5%

[…]Volatility · 1Y24.7%

0.5%Yield62.7%

$58.5MAssets$300M

2–0USOI wins

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

Cost, Income and Risk

Fees: PLGI, USOI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

USOI0.85%$85

PLGI1.25%$125

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

Yields: PLGI, USOI, SCHD

62.71%highest, USOI

FundTrailing yieldYield$10k

USOI62.71%$6,271

SCHD2.96%$296

PLGI0.50%$50

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

Income After Fees on $10,000

$6,186most kept, USOI

USOI$6,271 − $85 = $6,186

SCHD$296 − $6 = $290

PLGI$50 − $125 = −$75

KeptFee

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

Overlap: PLGI, USOI, SCHD

Today

5.7%most shared, PLGI and SCHD

PLGIUSOISCHD

PLGI—[…]5.7%

USOI[…]—[…]

SCHD5.7%[…]—

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

Return vs Bumpiness: 3 ETFs

+44.5%USOI, at 24.7% volatility

SCHDWorst drop−6.9%11.8% vol

USOIWorst drop−23.5%24.7% vol

PLGIWorst drop[…][…]

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

Paid More vs Made More

YTD

USOISCHD

+45.8%Year to date+33.2%

62.7%Yield3.0%

+44.5%Past year+39.1%

0.85%Fee0.06%

3–1USOI 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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026