Compare · 3 funds side by side · dividends reinvested

USOY, ALTY and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

USOY, ALTY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.8

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$79M2.0

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.19%+3.0%+5.3%+11.9%+4.3%−5.3%6.5%$45M2.0

Rank among the three1st → 3rdFee, 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: USOY 2024 · ALTY 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

USOY

ALTY

Global X Alternative Income ETF · $45M$12,323

$10,000 five years ago, dividends reinvested

USOYMeasureALTY

+60.8%Year to dateJan 1 → Nov 5+3.0%

+59.4%1 yearTotal return+5.3%

[…]3 years · per year$10,000 became […] · $14,002+11.9%

[…]5 years · per year$10,000 became […] · $12,323+4.3%

1.12%Expense ratio$112 · $50 a year on $10k · lower is better0.50%

54.64%Trailing 12-mo yield$5,464 · $819 a year on $10k8.19%

−25.5%Worst dropSmaller is better−5.3%

39.0%VolatilityLower is calmer6.5%

USOYALTY 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

USOY vs ALTY: Top 5 Holdings

Today

USOY

[…]in top 5

ALTY

in top 581.1%

USOYStockALTY

not top 5SRET20.2%

not top 5EMBD20.1%

not top 5QYLD19.8%

not top 5PFFD19.5%

not top 5NWE1.5%

Held in common[…]

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

USOY vs ALTY Returns, Every Period

DefianceUSOY

+59.4%

past year

ALTYGlobal X

+5.3%

past year

USOYALTYFaded: behind in that period

2–0USOY wins

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

USOY vs ALTY

YTD

DefianceUSOY

+60.8%

ALTYGlobal X

+3.0%

+60.8%Year to date+3.0%

−25.5%Worst drop · 1Y−5.3%

39.0%Volatility · 1Y6.5%

54.6%Yield8.2%

$78.8MAssets$45.3M

2–2level

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

Cost, Income and Risk

Fees: USOY, ALTY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ALTY0.50%$50

USOY1.12%$112

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

Yields: USOY, ALTY, SCHD

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

ALTY8.19%$819

SCHD2.98%$298

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

ALTY$819 − $50 = $769

SCHD$298 − $6 = $292

KeptFee

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

Overlap: USOY, ALTY, SCHD

Today

0.0%most shared, ALTY and SCHD

USOYALTYSCHD

USOY—[…][…]

ALTY[…]—0.0%

SCHD[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+59.4%USOY, at 39.0% volatility

ALTYWorst drop−5.3%6.5% vol

SCHDWorst drop−6.9%11.7% 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

USOYSCHD

+60.8%Year to date+32.3%

54.6%Yield3.0%

+59.4%Past year+38.7%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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