Compare · 3 funds side by side · dividends reinvested

USOY, CSPF and VIG

USOYDefiance×CSPFCohenSteers×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

USOY, CSPF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$73M2.0

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.81%+1.9%+2.6%[…][…]−3.2%4.1%$402M2.0

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 · CSPF 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

USOY

CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF · $402M[…]

$10,000 five years ago, dividends reinvested

USOYMeasureCSPF

+60.8%Year to dateJan 1 → Nov 5+1.9%

+59.4%1 yearTotal return+2.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.12%Expense ratio$112 · $59 a year on $10k · lower is better0.59%

54.64%Trailing 12-mo yield$5,464 · $581 a year on $10k5.81%

−25.5%Worst dropSmaller is better−3.2%

39.0%VolatilityLower is calmer4.1%

USOYCSPF 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 CSPF: Top 5 Holdings

Today

USOY

[…]in top 5

CSPF

in top 52.0%

USOYStockCSPF

not top 5MS-PQ0.5%

not top 5PRS0.4%

not top 5BAC-PN0.4%

not top 5NBS.L0.4%

not top 5APOS0.3%

Held in common[…]

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

USOY vs CSPF Returns, Every Period

DefianceUSOY

+59.4%

past year

CSPFCohenSteers

+2.6%

past year

USOYCSPFFaded: behind in that period

2–0USOY wins

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

USOY vs CSPF

YTD

DefianceUSOY

+60.8%

CSPFCohenSteers

+1.9%

+60.8%Year to date+1.9%

−25.5%Worst drop · 1Y−3.2%

39.0%Volatility · 1Y4.1%

54.6%Yield5.8%

$72.6MAssets$402M

2–2level

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

Cost, Income and Risk

Fees: USOY, CSPF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CSPF0.59%$59

USOY1.12%$112

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

Yields: USOY, CSPF, VIG

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

CSPF5.81%$581

VIG1.49%$149

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

CSPF$581 − $59 = $522

VIG$149 − $4 = $145

KeptFee

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

Overlap: USOY, CSPF, VIG

Today

0.0%most shared, CSPF and VIG

USOYCSPFVIG

USOY—[…][…]

CSPF[…]—0.0%

VIG[…]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

CSPFWorst drop−3.2%4.1% vol

VIGWorst drop−7.9%10.8% 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

USOYVIG

+60.8%Year to date+12.5%

54.6%Yield1.5%

+59.4%Past year+15.2%

1.12%Fee0.04%

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%

$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