Compare · 2 funds side by side · dividends reinvested

USOY and DGS

USOYDefiance×DGSWisdomTree×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,897DGS · best of the two

02 / 04

USOY and DGS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Emerging Markets SmallCap Dividend FundIncome · Dividend stocks0.58%4.02%+6.3%+8.5%+13.2%+6.8%−11.6%18.6%$1.6B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M1.5

Rank among the two1st → 2ndFee, 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 · DGS 2007

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Emerging Markets SmallCap Dividend Fund · $1.6B$13,897

DGS

USOY

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

$10,000 five years ago, dividends reinvested

DGSMeasureUSOY

+6.3%Year to dateJan 1 → Nov 9+56.2%

+8.5%1 yearTotal return+56.2%

+13.2%3 years · per year$10,000 became $14,511 · […][…]

+6.8%5 years · per year$10,000 became $13,897 · […][…]

0.58%Expense ratio$58 · $112 a year on $10k · lower is better1.12%

4.02%Trailing 12-mo yield$402 · $5,519 a year on $10k55.19%

−11.6%Worst dropSmaller is better−25.5%

18.6%VolatilityLower is calmer39.1%

DGSUSOY 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

DGS vs USOY: Top 5 Holdings

Today

DGS

4.7%in top 5

USOY

in top 5[…]

DGSStockUSOY

1.3%GRT.JOnot top 5

1.1%OMU.JOnot top 5

0.8%OMAB.MXnot top 5

0.8%RDF.JOnot top 5

0.7%2542.TWnot top 5

Held in common[…]

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

DGS vs USOY Returns, Every Period

WisdomTreeDGS

+8.5%

past year

USOYDefiance

+56.2%

past year

DGSUSOYFaded: behind in that period

0–2USOY wins

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

DGS vs USOY

YTD

WisdomTreeDGS

+6.3%

USOYDefiance

+56.2%

+6.3%Year to date+56.2%

−11.6%Worst drop · 1Y−25.5%

18.6%Volatility · 1Y39.1%

4.0%Yield55.2%

$1.6BAssets$74.7M

2–2level

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

Cost, Income and Risk

Fees: USOY, DGS

Today

0.58%lowest, DGS

FundExpense ratioFee$10k

DGS0.58%$58

USOY1.12%$112

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

Yields: USOY, DGS

55.19%highest, USOY

FundTrailing yieldYield$10k

USOY55.19%$5,519

DGS4.02%$402

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

DGS$402 − $58 = $344

KeptFee

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

Overlap: USOY, DGS

Today

[…]holdings […]

USOYDGS

USOY—[…]

DGS[…]—

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

Return vs Bumpiness: 2 ETFs

+56.2%USOY, at 39.1% volatility

DGSWorst drop−11.6%18.6% 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

USOYDGS

+56.2%Year to date+6.3%

55.2%Yield4.0%

+56.2%Past year+8.5%

1.12%Fee0.58%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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