Compare · 2 funds side by side · dividends reinvested

RISR and USOY

RISRFolioBeyond×USOYDefiance×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,000RISR · best of the two

02 / 04

RISR and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FolioBeyond Alternative Income and Interest Rate Hedge ETFIncome · Dividend stocks1.04%5.86%+6.7%+8.0%+9.0%+14.9%−1.9%5.3%$485M1.4

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: RISR 2021 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

FolioBeyond Alternative Income and Interest Rate Hedge ETF · $485M$20,000

RISR

USOY

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

$10,000 five years ago, dividends reinvested

RISRMeasureUSOY

+6.7%Year to dateJan 1 → Nov 5+60.8%

+8.0%1 yearTotal return+59.4%

+9.0%3 years · per year$10,000 became $12,945 · […][…]

+14.9%5 years · per year$10,000 became $20,000 · […][…]

1.04%Expense ratio$104 · $112 a year on $10k · lower is better1.12%

5.86%Trailing 12-mo yield$586 · $5,464 a year on $10k54.64%

−1.9%Worst dropSmaller is better−25.5%

5.3%VolatilityLower is calmer39.0%

RISRUSOY 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

RISR vs USOY: Top 5 Holdings

Today

RISR

[…]in top 5

USOY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

RISR vs USOY Returns, Every Period

FolioBeyondRISR

+8.0%

past year

USOYDefiance

+59.4%

past year

RISRUSOYFaded: behind in that period

0–2USOY wins

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

RISR vs USOY

YTD

FolioBeyondRISR

+6.7%

USOYDefiance

+60.8%

+6.7%Year to date+60.8%

−1.9%Worst drop · 1Y−25.5%

5.3%Volatility · 1Y39.0%

5.9%Yield54.6%

$485MAssets$78.8M

2–2level

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

Cost, Income and Risk

Fees: RISR, USOY

Today

1.04%lowest, RISR

FundExpense ratioFee$10k

RISR1.04%$104

USOY1.12%$112

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

Yields: RISR, USOY

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

RISR5.86%$586

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

RISR$586 − $104 = $482

KeptFee

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

Overlap: RISR, USOY

Today

[…]holdings […]

RISRUSOY

RISR—[…]

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

RISRWorst drop−1.9%5.3% 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

USOYRISR

+60.8%Year to date+6.7%

54.6%Yield5.9%

+59.4%Past year+8.0%

1.12%Fee1.04%

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