Compare · 2 funds side by side · dividends reinvested

PQDI and USOY

PQDIPrincipal×USOYDefiance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,418PQDI · best of the two

02 / 04

PQDI and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Spectrum Preferred and Income ETFIncome · Dividend stocks0.60%5.92%−0.3%+0.8%+8.5%+2.7%−3.4%3.8%$123M1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$75M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: PQDI 2020 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred and Income ETF · $123M$11,418

PQDI

USOY

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

$10,000 five years ago, dividends reinvested

PQDIMeasureUSOY

−0.3%Year to dateJan 1 → Nov 6+61.1%

+0.8%1 yearTotal return+60.0%

+8.5%3 years · per year$10,000 became $12,766 · […][…]

+2.7%5 years · per year$10,000 became $11,418 · […][…]

0.60%Expense ratio$60 · $112 a year on $10k · lower is better1.12%

5.92%Trailing 12-mo yield$592 · $5,352 a year on $10k53.52%

−3.4%Worst dropSmaller is better−25.5%

3.8%VolatilityLower is calmer39.0%

PQDIUSOY 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

PQDI vs USOY: Top 5 Holdings

Today

PQDI

7.6%in top 5

USOY

in top 5[…]

PQDIStockUSOY

2.3%ALL-PJnot top 5

1.8%CFG-PHnot top 5

1.4%RF-PFnot top 5

1.2%MTB-PJnot top 5

0.9%WTFCNnot top 5

Held in common[…]

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

PQDI vs USOY Returns, Every Period

PrincipalPQDI

+0.8%

past year

USOYDefiance

+60.0%

past year

PQDIUSOYFaded: behind in that period

0–2USOY wins

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

PQDI vs USOY

YTD

PrincipalPQDI

−0.3%

USOYDefiance

+61.1%

−0.3%Year to date+61.1%

−3.4%Worst drop · 1Y−25.5%

3.8%Volatility · 1Y39.0%

5.9%Yield53.5%

$123MAssets$74.7M

2–2level

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

Cost, Income and Risk

Fees: PQDI, USOY

Today

0.60%lowest, PQDI

FundExpense ratioFee$10k

PQDI0.60%$60

USOY1.12%$112

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

Yields: PQDI, USOY

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

PQDI5.92%$592

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

PQDI$592 − $60 = $532

KeptFee

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

Overlap: PQDI, USOY

Today

[…]holdings […]

PQDIUSOY

PQDI—[…]

USOY[…]—

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

Return vs Bumpiness: 2 ETFs

+60.0%USOY, at 39.0% volatility

PQDIWorst drop−3.4%3.8% 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

USOYPQDI

+61.1%Year to date−0.3%

53.5%Yield5.9%

+60.0%Past year+0.8%

1.12%Fee0.60%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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