Compare · 3 funds side by side · dividends reinvested

SWP, USOY and VIG

SWPSWP Investment Management×USOYDefiance×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

SWP, USOY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$73M2.0

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.80%+3.0%+4.6%[…][…]−10.0%12.9%$148M2.3

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: SWP 2024 · USOY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Manager Directed Portfolios - SWP Growth & Income ETF · $148M[…]

SWP

USOY

Oil Enhanced Options Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

SWPMeasureUSOY

+3.0%Year to dateJan 1 → Nov 6+61.1%

+4.6%1 yearTotal return+60.0%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.99%Expense ratio$99 · $112 a year on $10k · lower is better1.12%

9.80%Trailing 12-mo yield$980 · $5,352 a year on $10k53.52%

−10.0%Worst dropSmaller is better−25.5%

12.9%VolatilityLower is calmer39.0%

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

3–3Level

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

More Ways to See the Pairs

SWP vs USOY: Top 5 Holdings

Today

SWP

22.2%in top 5

USOY

in top 5[…]

SWPStockUSOY

6.1%MSFTnot top 5

5.0%AAPLnot top 5

4.0%IBMnot top 5

3.7%NVDAnot top 5

3.4%METAnot top 5

Held in common[…]

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

SWP vs USOY Returns, Every Period

SWP Investment ManagementSWP

+4.6%

past year

USOYDefiance

+60.0%

past year

SWPUSOYFaded: behind in that period

0–2USOY wins

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

SWP vs USOY

YTD

SWP Investment ManagementSWP

+3.0%

USOYDefiance

+61.1%

+3.0%Year to date+61.1%

−10.0%Worst drop · 1Y−25.5%

12.9%Volatility · 1Y39.0%

9.8%Yield53.5%

$148MAssets$72.6M

2–2level

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

Cost, Income and Risk

Fees: SWP, USOY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SWP0.99%$99

USOY1.12%$112

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

Yields: SWP, USOY, VIG

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

SWP9.80%$980

VIG1.50%$150

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

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

SWP$980 − $99 = $881

VIG$150 − $4 = $146

KeptFee

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

Overlap: SWP, USOY, VIG

Today

30.4%most shared, SWP and VIG

SWPUSOYVIG

SWP—[…]30.4%

USOY[…]—[…]

VIG30.4%[…]—

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

Return vs Bumpiness: 3 ETFs

+60.0%USOY, at 39.0% volatility

VIGWorst drop−7.9%10.8% vol

SWPWorst drop−10.0%12.9% vol

USOYWorst drop−25.5%39.0% vol

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

Paid More vs Made More

YTD

USOYVIG

+61.1%Year to date+12.1%

53.5%Yield1.5%

+60.0%Past year+14.3%

1.12%Fee0.04%

3–1USOY 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026