Compare · 3 funds side by side · dividends reinvested

USOY, MPIM and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

USOY, MPIM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M1.7

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.38%[…][…][…][…][…][…]$36M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: USOY 2024 · MPIM 2026 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

MPIM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested

MPIMMeasureVIG

[…]Year to dateJan 1 → Nov 9+14.8%

[…]1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.70%Expense ratio$70 · $4 a year on $10k · lower is better0.04%

3.38%Trailing 12-mo yield$338 · $146 a year on $10k1.46%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.0%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MPIM vs VIG: Top 5 Holdings

Today

MPIM

[…]in top 5

VIG

in top 522.1%

MPIMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

MPIM vs VIG Returns, Every Period

m+ FundsMPIM

[…]

past year

VIGVanguard

+17.6%

past year

Returns […]

MPIMVIGFaded: behind in that period

0–0Level

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

MPIM vs USOY

YTD

m+ FundsMPIM

[…]

USOYDefiance

+56.2%

[…]Year to date+56.2%

[…]Worst drop · 1Y−25.5%

[…]Volatility · 1Y39.1%

3.4%Yield55.2%

$35.9MAssets$74.7M

1–0USOY wins

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

Cost, Income and Risk

Fees: USOY, MPIM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MPIM0.70%$70

USOY1.12%$112

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

Yields: USOY, MPIM, VIG

55.19%highest, USOY

FundTrailing yieldYield$10k

USOY55.19%$5,519

MPIM3.38%$338

VIG1.46%$146

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

MPIM$338 − $70 = $268

VIG$146 − $4 = $142

KeptFee

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

Overlap: USOY, MPIM, VIG

Today

[…]holdings […]

USOYMPIMVIG

USOY—[…][…]

MPIM[…]—[…]

VIG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

VIGWorst drop−7.9%11.0% vol

USOYWorst drop−25.5%39.1% vol

MPIMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USOYVIG

+56.2%Year to date+14.8%

55.2%Yield1.5%

+56.2%Past year+17.6%

1.12%Fee0.04%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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