Compare · 3 funds side by side · dividends reinvested

USOY, DGRO and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

USOY, DGRO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$79M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.3

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 · DGRO 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Oil Enhanced Options Income ETF · $79M[…]

USOY

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

$10,000 five years ago, dividends reinvested

USOYMeasureDGRO

+60.8%Year to dateJan 1 → Nov 5+17.2%

+59.4%1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,770+21.1%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

1.12%Expense ratio$112 · $8 a year on $10k · lower is better0.08%

54.64%Trailing 12-mo yield$5,464 · $186 a year on $10k1.86%

−25.5%Worst dropSmaller is better−6.5%

39.0%VolatilityLower is calmer10.2%

USOYDGRO 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 DGRO: Top 5 Holdings

Today

USOY

[…]in top 5

DGRO

in top 514.9%

USOYStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common[…]

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

USOY vs DGRO Returns, Every Period

DefianceUSOY

+59.4%

past year

DGROiShares

+21.2%

past year

USOYDGROFaded: behind in that period

2–0USOY wins

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

USOY vs DGRO

YTD

DefianceUSOY

+60.8%

DGROiShares

+17.2%

+60.8%Year to date+17.2%

−25.5%Worst drop · 1Y−6.5%

39.0%Volatility · 1Y10.2%

54.6%Yield1.9%

$78.8MAssets$46.1B

2–2level

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

Cost, Income and Risk

Fees: USOY, DGRO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

USOY1.12%$112

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

Yields: USOY, DGRO, VIG

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

DGRO1.86%$186

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

DGRO$186 − $8 = $178

VIG$149 − $4 = $145

KeptFee

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

Overlap: USOY, DGRO, VIG

Today

68.5%most shared, DGRO and VIG

USOYDGROVIG

USOY—[…][…]

DGRO[…]—68.5%

VIG[…]68.5%—

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

DGROWorst drop−6.5%10.2% 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

USOYDGRO

+60.8%Year to date+17.2%

54.6%Yield1.9%

+59.4%Past year+21.2%

1.12%Fee0.08%

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%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026