Compare · 3 funds side by side · dividends reinvested

SDTY, 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

SDTY, USOI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

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

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.63%+8.6%+10.8%[…][…]−8.0%12.6%$39M2.5

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: SDTY 2025 · USOI 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $39M[…]

SDTY

USOI

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

$10,000 five years ago, dividends reinvested

SDTYMeasureUSOI

+8.6%Year to dateJan 1 → Nov 6+49.6%

+10.8%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%

1.08%Expense ratio$108 · $85 a year on $10k · lower is better0.85%

29.63%Trailing 12-mo yield$2,963 · $6,111 a year on $10k61.11%

−8.0%Worst dropSmaller is better−23.5%

12.6%VolatilityLower is calmer24.6%

SDTYUSOI 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

SDTY vs USOI: Top 5 Holdings

Today

SDTY

[…]in top 5

USOI

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SDTY vs USOI Returns, Every Period

YieldMaxSDTY

+10.8%

past year

USOIETRACS

+47.6%

past year

SDTYUSOIFaded: behind in that period

0–2USOI wins

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

SDTY vs USOI

YTD

YieldMaxSDTY

+8.6%

USOIETRACS

+49.6%

+8.6%Year to date+49.6%

−8.0%Worst drop · 1Y−23.5%

12.6%Volatility · 1Y24.6%

29.6%Yield61.1%

$39.5MAssets$308M

2–2level

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

Cost, Income and Risk

Fees: SDTY, USOI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

USOI0.85%$85

SDTY1.08%$108

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

Yields: SDTY, USOI, SCHD

61.11%highest, USOI

FundTrailing yieldYield$10k

USOI61.11%$6,111

SDTY29.63%$2,963

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

SDTY$2,963 − $108 = $2,855

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SDTY, USOI, SCHD

Today

[…]holdings […]

SDTYUSOISCHD

SDTY—[…][…]

USOI[…]—[…]

SCHD[…][…]—

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

SCHDWorst drop−6.9%11.7% vol

SDTYWorst drop−8.0%12.6% 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