Compare · 3 funds side by side · dividends reinvested

USOY, ATCL and JEPI

USOYDefiance×ATCLRexshares×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

USOY, ATCL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$75M1.7

REX Autocallable Income ETFIncome · Dividend stocks0.65%9.87%[…][…][…][…][…][…]$44M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: USOY 2024 · ATCL 2026 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Oil Enhanced Options Income ETF · $75M[…]

USOY

ATCL

REX Autocallable Income ETF · $44M[…]

$10,000 five years ago, dividends reinvested

USOYMeasureATCL

+61.1%Year to dateJan 1 → Nov 6[…]

+60.0%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

1.12%Expense ratio$112 · $65 a year on $10k · lower is better0.65%

53.52%Trailing 12-mo yield$5,352 · $987 a year on $10k9.87%

−25.5%Worst dropSmaller is better[…]

39.0%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

USOY vs ATCL: Top 5 Holdings

Today

USOY

[…]in top 5

ATCL

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

USOY vs ATCL Returns, Every Period

DefianceUSOY

+60.0%

past year

ATCLRexshares

[…]

past year

Returns […]

USOYATCLFaded: behind in that period

0–0Level

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

USOY vs ATCL

YTD

DefianceUSOY

+61.1%

ATCLRexshares

[…]

+61.1%Year to date[…]

−25.5%Worst drop · 1Y[…]

39.0%Volatility · 1Y[…]

53.5%Yield9.9%

$74.7MAssets$43.9M

1–0USOY wins

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

Cost, Income and Risk

Fees: USOY, ATCL, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

ATCL0.65%$65

USOY1.12%$112

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

Yields: USOY, ATCL, JEPI

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

ATCL9.87%$987

JEPI8.09%$809

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

ATCL$987 − $65 = $922

JEPI$809 − $35 = $774

KeptFee

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

Overlap: USOY, ATCL, JEPI

Today

[…]holdings […]

USOYATCLJEPI

USOY—[…][…]

ATCL[…]—[…]

JEPI[…][…]—

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

JEPIWorst drop−6.7%8.8% vol

USOYWorst drop−25.5%39.0% vol

ATCLWorst drop[…][…]

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

Paid More vs Made More

YTD

USOYJEPI

+61.1%Year to date+5.3%

53.5%Yield8.1%

+60.0%Past year+8.2%

1.12%Fee0.35%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

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