Compare · 2 funds side by side · dividends reinvested

STOX and USOI

STOXHorizon Funds×USOIETRACS×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,643USOI · best of the two

02 / 04

STOX and USOI, 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%59.82%+52.9%+49.1%+12.4%+13.3%−23.5%24.3%$314M1.4

Horizon Funds - Horizon Core Equity ETFIncome · Covered calls0.70%0.17%+11.7%+12.4%[…][…]−9.3%12.9%$237M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: STOX 2025 · USOI 2017

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon Core Equity ETF · $237M[…]

STOX

USOI

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $314M$18,643

$10,000 five years ago, dividends reinvested

STOXMeasureUSOI

+11.7%Year to dateJan 1 → Nov 3+52.9%

+12.4%1 yearTotal return+49.1%

[…]3 years · per year$10,000 became […] · $14,204+12.4%

[…]5 years · per year$10,000 became […] · $18,643+13.3%

0.70%Expense ratio$70 · $85 a year on $10k · lower is better0.85%

0.17%Trailing 12-mo yield$17 · $5,982 a year on $10k59.82%

−9.3%Worst dropSmaller is better−23.5%

12.9%VolatilityLower is calmer24.3%

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

3–3Level

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

More Ways to See the Pairs

STOX vs USOI: Top 5 Holdings

Today

STOX

24.8%in top 5

USOI

in top 5[…]

STOXStockUSOI

6.4%MAGSnot top 5

6.2%NVDAnot top 5

5.4%MSFTnot top 5

4.4%GOOGLnot top 5

2.5%LLYnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

STOX vs USOI Returns, Every Period

Horizon FundsSTOX

+12.4%

past year

USOIETRACS

+49.1%

past year

STOXUSOIFaded: behind in that period

0–2USOI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

STOX vs USOI

YTD

Horizon FundsSTOX

+11.7%

USOIETRACS

+52.9%

+11.7%Year to date+52.9%

−9.3%Worst drop · 1Y−23.5%

12.9%Volatility · 1Y24.3%

0.2%Yield59.8%

$237MAssets$314M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STOX, USOI

Today

0.70%lowest, STOX

FundExpense ratioFee$10k

STOX0.70%$70

USOI0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: STOX, USOI

59.82%highest, USOI

FundTrailing yieldYield$10k

USOI59.82%$5,982

STOX0.17%$17

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,897most kept, USOI

USOI$5,982 − $85 = $5,897

STOX$17 − $70 = −$53

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: STOX, USOI

Today

[…]holdings […]

STOXUSOI

STOX—[…]

USOI[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+49.1%USOI, at 24.3% volatility

STOXWorst drop−9.3%12.9% vol

USOIWorst drop−23.5%24.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USOISTOX

+52.9%Year to date+11.7%

59.8%Yield0.2%

+49.1%Past year+12.4%

0.85%Fee0.70%

3–1USOI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026