Compare · 3 funds side by side · dividends reinvested

USOY, CVGD and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

USOY, CVGD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.24%+56.2%+56.2%[…][…]−25.5%39.1%$75M1.7

CresAlta Global Dividend ETFIncome · Dividend stocks0.50%0.77%[…][…][…][…][…][…]$143M2.5

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 · CVGD 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

CresAlta Global Dividend ETF · $143M[…]

CVGD

USOY

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

$10,000 five years ago, dividends reinvested

CVGDMeasureUSOY

[…]Year to dateJan 1 → Nov 9+56.2%

[…]1 yearTotal return+56.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $112 a year on $10k · lower is better1.12%

0.77%Trailing 12-mo yield$77 · $5,424 a year on $10k54.24%

[…]Worst dropSmaller is better−25.5%

[…]VolatilityLower is calmer39.1%

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

1–1Level

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

More Ways to See the Pairs

CVGD vs USOY: Top 5 Holdings

Today

CVGD

17.2%in top 5

USOY

in top 5[…]

CVGDStockUSOY

4.0%ANTMnot top 5

3.7%VZnot top 5

3.3%CRMnot top 5

3.3%CVSnot top 5

3.0%IMBBYnot top 5

Held in common[…]

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

CVGD vs USOY Returns, Every Period

CresAltaCVGD

[…]

past year

USOYDefiance

+56.2%

past year

Returns […]

CVGDUSOYFaded: behind in that period

0–0Level

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

CVGD vs USOY

YTD

CresAltaCVGD

[…]

USOYDefiance

+56.2%

[…]Year to date+56.2%

[…]Worst drop · 1Y−25.5%

[…]Volatility · 1Y39.1%

0.8%Yield54.2%

$143MAssets$74.7M

1–0USOY wins

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

Cost, Income and Risk

Fees: USOY, CVGD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CVGD0.50%$50

USOY1.12%$112

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

Yields: USOY, CVGD, SCHD

54.24%highest, USOY

FundTrailing yieldYield$10k

USOY54.24%$5,424

SCHD2.96%$296

CVGD0.77%$77

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

Income After Fees on $10,000

$5,312most kept, USOY

USOY$5,424 − $112 = $5,312

SCHD$296 − $6 = $290

CVGD$77 − $50 = $27

KeptFee

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

Overlap: USOY, CVGD, SCHD

Today

6.3%most shared, CVGD and SCHD

USOYCVGDSCHD

USOY—[…][…]

CVGD[…]—6.3%

SCHD[…]6.3%—

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

SCHDWorst drop−6.9%11.8% vol

USOYWorst drop−25.5%39.1% vol

CVGDWorst drop[…][…]

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

Paid More vs Made More

YTD

USOYSCHD

+56.2%Year to date+33.2%

54.2%Yield3.0%

+56.2%Past year+39.1%

1.12%Fee0.06%

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%

$122BAssets$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