Compare · 3 funds side by side · dividends reinvested

USOY, DEM and VIG

USOYDefiance×DEMWisdomTree×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

USOY, DEM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.41%+16.4%+17.5%+17.5%+9.7%−7.9%15.2%$4.0B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$74M2.0

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 · DEM 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Oil Enhanced Options Income ETF · $74M[…]

USOY

DEM

WisdomTree Emerging Markets High Dividend Fund · $4.0B$15,877

$10,000 five years ago, dividends reinvested

USOYMeasureDEM

+61.1%Year to dateJan 1 → Nov 6+16.4%

+60.0%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $16,234+17.5%

[…]5 years · per year$10,000 became […] · $15,877+9.7%

1.12%Expense ratio$112 · $63 a year on $10k · lower is better0.63%

53.52%Trailing 12-mo yield$5,352 · $341 a year on $10k3.41%

−25.5%Worst dropSmaller is better−7.9%

39.0%VolatilityLower is calmer15.2%

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

3–3Level

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 DEM: Top 5 Holdings

Today

USOY

[…]in top 5

DEM

in top 513.8%

USOYStockDEM

not top 50939.HK4.1%

not top 52454.TW2.8%

not top 51398.HK2.5%

not top 5GFNORTEO2.2%

not top 5000333.S2.2%

Held in common[…]

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

USOY vs DEM Returns, Every Period

DefianceUSOY

+60.0%

past year

DEMWisdomTree

+17.5%

past year

USOYDEMFaded: behind in that period

2–0USOY wins

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

USOY vs DEM

YTD

DefianceUSOY

+61.1%

DEMWisdomTree

+16.4%

+61.1%Year to date+16.4%

−25.5%Worst drop · 1Y−7.9%

39.0%Volatility · 1Y15.2%

53.5%Yield3.4%

$73.5MAssets$4.0B

2–2level

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

Cost, Income and Risk

Fees: USOY, DEM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DEM0.63%$63

USOY1.12%$112

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

Yields: USOY, DEM, VIG

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

DEM3.41%$341

VIG1.50%$150

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

DEM$341 − $63 = $278

VIG$150 − $4 = $146

KeptFee

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

Overlap: USOY, DEM, VIG

Today

0.0%most shared, DEM and VIG

USOYDEMVIG

USOY—[…][…]

DEM[…]—0.0%

VIG[…]0.0%—

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

VIGWorst drop−7.9%10.8% vol

DEMWorst drop−7.9%15.2% vol

USOYWorst drop−25.5%39.0% vol

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

Paid More vs Made More

YTD

USOYDEM

+61.1%Year to date+16.4%

53.5%Yield3.4%

+60.0%Past year+17.5%

1.12%Fee0.63%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026