Compare · 2 funds side by side · dividends reinvested

USOI and VIG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,295USOI · best of the two

02 / 04

USOI and VIG, 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%61.60%+48.4%+45.0%+12.2%+12.8%−23.5%24.6%$305M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

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: USOI 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $305M$18,295

USOI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested

USOIMeasureVIG

+48.4%Year to dateJan 1 → Nov 5+12.5%

+45.0%1 yearTotal return+15.2%

+12.2%3 years · per year$10,000 became $14,138 · $16,814+18.9%

+12.8%5 years · per year$10,000 became $18,295 · $16,331+10.3%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

61.60%Trailing 12-mo yield$6,160 · $149 a year on $10k1.49%

−23.5%Worst dropSmaller is better−7.9%

24.6%VolatilityLower is calmer10.8%

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

4–4Level

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

More Ways to See the Pairs

USOI vs VIG: Top 5 Holdings

Today

USOI

[…]in top 5

VIG

in top 522.1%

USOIStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

USOI vs VIG Returns, Every Period

ETRACSUSOI

+12.8%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

USOIVIGFaded: behind in that period

3–1USOI wins

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

USOI vs VIG

YTD

ETRACSUSOI

+48.4%

VIGVanguard

+12.5%

+48.4%Year to date+12.5%

−23.5%Worst drop · 1Y−7.9%

24.6%Volatility · 1Y10.8%

61.6%Yield1.5%

$305MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: USOI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

USOI0.85%$85

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

Yields: USOI, VIG

61.60%highest, USOI

FundTrailing yieldYield$10k

USOI61.60%$6,160

VIG1.49%$149

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

Income After Fees on $10,000

$6,075most kept, USOI

USOI$6,160 − $85 = $6,075

VIG$149 − $4 = $145

KeptFee

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

Overlap: USOI, VIG

Today

[…]holdings […]

USOIVIG

USOI—[…]

VIG[…]—

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

Return vs Bumpiness: 2 ETFs

+45.0%USOI, at 24.6% volatility

VIGWorst drop−7.9%10.8% vol

USOIWorst drop−23.5%24.6% vol

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

Paid More vs Made More

YTD

USOIVIG

+48.4%Year to date+12.5%

61.6%Yield1.5%

+45.0%Past year+15.2%

0.85%Fee0.04%

3–1USOI 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026