Compare · 3 funds side by side · dividends reinvested

PSTR, USOI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,472USOI · best of the three

02 / 04

PSTR, 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%61.11%+49.6%+47.6%+12.6%+13.1%−23.5%24.6%$308M1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

Peakshares Sector Rotation ETFIncome · Covered calls2.88%5.00%+10.3%+12.9%[…][…]−6.7%10.8%$66M2.2

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: PSTR 2024 · USOI 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Peakshares Sector Rotation ETF · $66M[…]

PSTR

USOI

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $308M$18,472

$10,000 five years ago, dividends reinvested

PSTRMeasureUSOI

+10.3%Year to dateJan 1 → Nov 6+49.6%

+12.9%1 yearTotal return+47.6%

[…]3 years · per year$10,000 became […] · $14,274+12.6%

[…]5 years · per year$10,000 became […] · $18,472+13.1%

2.88%Expense ratio$288 · $85 a year on $10k · lower is better0.85%

5.00%Trailing 12-mo yield$500 · $6,111 a year on $10k61.11%

−6.7%Worst dropSmaller is better−23.5%

10.8%VolatilityLower is calmer24.6%

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

2–4USOI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSTR vs USOI: Top 5 Holdings

Today

PSTR

38.9%in top 5

USOI

in top 5[…]

PSTRStockUSOI

10.3%XLFnot top 5

8.3%XLVnot top 5

7.8%VGTnot top 5

6.9%XLKnot top 5

5.5%XLPnot top 5

Held in common[…]

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

PSTR vs USOI Returns, Every Period

PeakSharesPSTR

+12.9%

past year

USOIETRACS

+47.6%

past year

PSTRUSOIFaded: behind in that period

0–2USOI wins

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

PSTR vs USOI

YTD

PeakSharesPSTR

+10.3%

USOIETRACS

+49.6%

+10.3%Year to date+49.6%

−6.7%Worst drop · 1Y−23.5%

10.8%Volatility · 1Y24.6%

5.0%Yield61.1%

$65.6MAssets$308M

2–2level

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

Cost, Income and Risk

Fees: PSTR, USOI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

USOI0.85%$85

PSTR2.88%$288

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

Yields: PSTR, USOI, SCHD

61.11%highest, USOI

FundTrailing yieldYield$10k

USOI61.11%$6,111

PSTR5.00%$500

SCHD3.00%$300

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

Income After Fees on $10,000

$6,026most kept, USOI

USOI$6,111 − $85 = $6,026

SCHD$300 − $6 = $294

PSTR$500 − $288 = $212

KeptFee

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

Overlap: PSTR, USOI, SCHD

Today

4.8%most shared, PSTR and SCHD

PSTRUSOISCHD

PSTR—[…]4.8%

USOI[…]—[…]

SCHD4.8%[…]—

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

Return vs Bumpiness: 3 ETFs

+47.6%USOI, at 24.6% volatility

PSTRWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.7% vol

USOIWorst drop−23.5%24.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USOISCHD

+49.6%Year to date+31.4%

61.1%Yield3.0%

+47.6%Past year+37.0%

0.85%Fee0.06%

3–1USOI 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