Compare · 2 funds side by side · dividends reinvested

QDEF and USOY

QDEFFlexShares×USOYDefiance×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,504QDEF · best of the two

02 / 04

QDEF and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust Quality Dividend Defensive ETFIncome · Dividend stocks0.40%1.61%+10.6%+13.4%+20.7%+11.8%−7.0%10.3%$557M1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$79M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: QDEF 2012 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust Quality Dividend Defensive ETF · $557M$17,504

QDEF

USOY

Oil Enhanced Options Income ETF · $79M[…]

$10,000 five years ago, dividends reinvested

QDEFMeasureUSOY

+10.6%Year to dateJan 1 → Nov 5+60.8%

+13.4%1 yearTotal return+59.4%

+20.7%3 years · per year$10,000 became $17,567 · […][…]

+11.8%5 years · per year$10,000 became $17,504 · […][…]

0.40%Expense ratio$40 · $112 a year on $10k · lower is better1.12%

1.61%Trailing 12-mo yield$161 · $5,464 a year on $10k54.64%

−7.0%Worst dropSmaller is better−25.5%

10.3%VolatilityLower is calmer39.0%

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

3–3Level

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

More Ways to See the Pairs

QDEF vs USOY: Top 5 Holdings

Today

QDEF

25.4%in top 5

USOY

in top 5[…]

QDEFStockUSOY

9.1%AAPLnot top 5

6.2%NVDAnot top 5

4.7%MSFTnot top 5

2.9%JNJnot top 5

2.4%AVGOnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

QDEF vs USOY Returns, Every Period

FlexSharesQDEF

+13.4%

past year

USOYDefiance

+59.4%

past year

QDEFUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

QDEF vs USOY

YTD

FlexSharesQDEF

+10.6%

USOYDefiance

+60.8%

+10.6%Year to date+60.8%

−7.0%Worst drop · 1Y−25.5%

10.3%Volatility · 1Y39.0%

1.6%Yield54.6%

$557MAssets$78.8M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QDEF, USOY

Today

0.40%lowest, QDEF

FundExpense ratioFee$10k

QDEF0.40%$40

USOY1.12%$112

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: QDEF, USOY

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

QDEF1.61%$161

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

QDEF$161 − $40 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: QDEF, USOY

Today

[…]holdings […]

QDEFUSOY

QDEF—[…]

USOY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+59.4%USOY, at 39.0% volatility

QDEFWorst drop−7.0%10.3% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USOYQDEF

+60.8%Year to date+10.6%

54.6%Yield1.6%

+59.4%Past year+13.4%

1.12%Fee0.40%

3–1USOY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026