Compare · 2 funds side by side · dividends reinvested

USOY and FDL

USOYDefiance×FDLFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,777FDL · best of the two

02 / 04

USOY and FDL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.64%+23.5%+30.6%+23.5%+14.6%−7.2%12.7%$8.4B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$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 6, 2026 · returns include dividends · since: USOY 2024 · FDL 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

USOY

FDL

First Trust Morningstar Dividend Leaders Index Fund · $8.4B$19,777

$10,000 five years ago, dividends reinvested

USOYMeasureFDL

+61.1%Year to dateJan 1 → Nov 6+23.5%

+60.0%1 yearTotal return+30.6%

[…]3 years · per year$10,000 became […] · $18,840+23.5%

[…]5 years · per year$10,000 became […] · $19,777+14.6%

1.12%Expense ratio$112 · $43 a year on $10k · lower is better0.43%

53.52%Trailing 12-mo yield$5,352 · $364 a year on $10k3.64%

−25.5%Worst dropSmaller is better−7.2%

39.0%VolatilityLower is calmer12.7%

USOYFDL 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 FDL: Top 5 Holdings

Today

USOY

[…]in top 5

FDL

in top 533.1%

USOYStockFDL

not top 5CVX8.4%

not top 5VZ6.7%

not top 5PFE6.4%

not top 5PM6.3%

not top 5PEP5.2%

Held in common[…]

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

USOY vs FDL Returns, Every Period

DefianceUSOY

+60.0%

past year

FDLFirst Trust

+30.6%

past year

USOYFDLFaded: behind in that period

2–0USOY wins

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

USOY vs FDL

YTD

DefianceUSOY

+61.1%

FDLFirst Trust

+23.5%

+61.1%Year to date+23.5%

−25.5%Worst drop · 1Y−7.2%

39.0%Volatility · 1Y12.7%

53.5%Yield3.6%

$74.7MAssets$8.4B

2–2level

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

Cost, Income and Risk

Fees: USOY, FDL

Today

0.43%lowest, FDL

FundExpense ratioFee$10k

FDL0.43%$43

USOY1.12%$112

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

Yields: USOY, FDL

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

FDL3.64%$364

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

FDL$364 − $43 = $321

KeptFee

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

Overlap: USOY, FDL

Today

[…]holdings […]

USOYFDL

USOY—[…]

FDL[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+60.0%USOY, at 39.0% volatility

FDLWorst drop−7.2%12.7% 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

USOYFDL

+61.1%Year to date+23.5%

53.5%Yield3.6%

+60.0%Past year+30.6%

1.12%Fee0.43%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026