Compare · 3 funds side by side · dividends reinvested

USOY, SCDV and SCHD

USOYDefiance×SCDVBahl & Gaynor×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

USOY, SCDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.24%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.0

ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETFIncome · Dividend stocks0.70%0.41%+11.3%+11.7%[…][…]−11.4%16.4%$146M2.5

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 · SCDV 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

USOY

SCDV

ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF · $146M[…]

$10,000 five years ago, dividends reinvested

USOYMeasureSCDV

+56.2%Year to dateJan 1 → Nov 9+11.3%

+56.2%1 yearTotal return+11.7%

[…]3 years · per year[…]

[…]5 years · per year[…]

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

54.24%Trailing 12-mo yield$5,424 · $41 a year on $10k0.41%

−25.5%Worst dropSmaller is better−11.4%

39.1%VolatilityLower is calmer16.4%

USOYSCDV 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

USOY vs SCDV: Top 5 Holdings

Today

USOY

[…]in top 5

SCDV

in top 531.3%

USOYStockSCDV

not top 5ENSG9.8%

not top 5AHR6.0%

not top 5CHE5.8%

not top 5FSS5.0%

not top 5VCTR4.7%

Held in common[…]

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

USOY vs SCDV Returns, Every Period

DefianceUSOY

+56.2%

past year

SCDVBahl & Gaynor

+11.7%

past year

USOYSCDVFaded: behind in that period

2–0USOY wins

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

USOY vs SCHD

YTD

DefianceUSOY

+56.2%

SCHDSchwab

+33.2%

+56.2%Year to date+33.2%

−25.5%Worst drop · 1Y−6.9%

39.1%Volatility · 1Y11.8%

54.2%Yield3.0%

$74.7MAssets$122B

2–2level

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

Cost, Income and Risk

Fees: USOY, SCDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SCDV0.70%$70

USOY1.12%$112

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

Yields: USOY, SCDV, SCHD

54.24%highest, USOY

FundTrailing yieldYield$10k

USOY54.24%$5,424

SCHD2.96%$296

SCDV0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,312most kept, USOY

USOY$5,424 − $112 = $5,312

SCHD$296 − $6 = $290

SCDV$41 − $70 = −$29

KeptFee

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

Overlap: USOY, SCDV, SCHD

Today

0.1%most shared, SCDV and SCHD

USOYSCDVSCHD

USOY—[…][…]

SCDV[…]—0.1%

SCHD[…]0.1%—

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

SCHDWorst drop−6.9%11.8% vol

SCDVWorst drop−11.4%16.4% 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

USOYSCHD

+56.2%Year to date+33.2%

54.2%Yield3.0%

+56.2%Past year+39.1%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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