Compare · 3 funds side by side · dividends reinvested

USOY, BAMD and VYM

USOYDefiance×BAMDBrookstone×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

USOY, BAMD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.8

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.0

Brookstone Dividend Stock ETFIncome · Dividend stocks0.95%3.34%+15.8%+18.8%+14.6%[…]−8.3%10.5%$98M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: USOY 2024 · BAMD 2023 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

USOY

BAMD

Brookstone Dividend Stock ETF · $98M[…]

$10,000 five years ago, dividends reinvested

USOYMeasureBAMD

+56.2%Year to dateJan 1 → Nov 9+15.8%

+56.2%1 yearTotal return+18.8%

[…]3 years · per year$10,000 became […] · $15,049+14.6%

[…]5 years · per year[…]

1.12%Expense ratio$112 · $95 a year on $10k · lower is better0.95%

55.19%Trailing 12-mo yield$5,519 · $334 a year on $10k3.34%

−25.5%Worst dropSmaller is better−8.3%

39.1%VolatilityLower is calmer10.5%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USOY vs BAMD: Top 5 Holdings

Today

USOY

[…]in top 5

BAMD

in top 525.4%

USOYStockBAMD

not top 5EIX5.5%

not top 5TTE5.2%

not top 5PEP5.2%

not top 5CME5.0%

not top 5OKE4.5%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

USOY vs BAMD Returns, Every Period

DefianceUSOY

+56.2%

past year

BAMDBrookstone

+18.8%

past year

USOYBAMDFaded: behind in that period

2–0USOY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

USOY vs BAMD

YTD

DefianceUSOY

+56.2%

BAMDBrookstone

+15.8%

+56.2%Year to date+15.8%

−25.5%Worst drop · 1Y−8.3%

39.1%Volatility · 1Y10.5%

55.2%Yield3.3%

$74.7MAssets$97.5M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USOY, BAMD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

BAMD0.95%$95

USOY1.12%$112

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: USOY, BAMD, VYM

55.19%highest, USOY

FundTrailing yieldYield$10k

USOY55.19%$5,519

BAMD3.34%$334

VYM2.26%$226

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

BAMD$334 − $95 = $239

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: USOY, BAMD, VYM

Today

20.3%most shared, BAMD and VYM

USOYBAMDVYM

USOY—[…][…]

BAMD[…]—20.3%

VYM[…]20.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

BAMDWorst drop−8.3%10.5% vol

VYMWorst drop−6.7%10.8% vol

USOYWorst drop−25.5%39.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USOYBAMD

+56.2%Year to date+15.8%

55.2%Yield3.3%

+56.2%Past year+18.8%

1.12%Fee0.95%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026