Compare · 4 funds side by side · dividends reinvested

USOY, MPIM, SCHD and DGRO

USOYDefiance×MPIMm+ Funds×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

USOY, MPIM, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.0

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B2.0

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$75M2.2

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.52%[…][…][…][…][…][…]$36M2.5

Rank among the four1st → 4thFee, 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 · MPIM 2026 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

USOY

MPIM

m+ Income Momentum Autocall ETF · $36M[…]

$10,000 five years ago, dividends reinvested

USOYMeasureMPIM

+61.1%Year to dateJan 1 → Nov 6[…]

+60.0%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

1.12%Expense ratio$112 · $70 a year on $10k · lower is better0.70%

53.52%Trailing 12-mo yield$5,352 · $352 a year on $10k3.52%

−25.5%Worst dropSmaller is better[…]

39.0%VolatilityLower is calmer[…]

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

1–1Level

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 MPIM: Top 5 Holdings

Today

USOY

[…]in top 5

MPIM

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

USOY vs MPIM Returns, Every Period

DefianceUSOY

+60.0%

past year

MPIMm+ Funds

[…]

past year

Returns […]

USOYMPIMFaded: behind in that period

0–0Level

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

USOY vs MPIM

YTD

DefianceUSOY

+61.1%

MPIMm+ Funds

[…]

+61.1%Year to date[…]

−25.5%Worst drop · 1Y[…]

39.0%Volatility · 1Y[…]

53.5%Yield3.5%

$74.7MAssets$35.9M

1–0USOY wins

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

Cost, Income and Risk

Fees: USOY, MPIM, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

MPIM0.70%$70

USOY1.12%$112

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

Yields: USOY, MPIM, SCHD, DGRO

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

MPIM3.52%$352

SCHD3.00%$300

DGRO1.87%$187

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

SCHD$300 − $6 = $294

MPIM$352 − $70 = $282

DGRO$187 − $8 = $179

KeptFee

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

Overlap: USOY, MPIM, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

USOYMPIMSCHDDGRO

USOY—[…][…][…]

MPIM[…]—[…][…]

SCHD[…][…]—21.3%

DGRO[…][…]21.3%—

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

Return vs Bumpiness: 4 ETFs

+60.0%USOY, at 39.0% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

USOYWorst drop−25.5%39.0% vol

MPIMWorst drop[…][…]

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

Paid More vs Made More

YTD

USOYSCHD

+61.1%Year to date+31.4%

53.5%Yield3.0%

+60.0%Past year+37.0%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026