Compare · 4 funds side by side · dividends reinvested

USOY, SDEM, JEPI and VIG

USOYDefiance×SDEMGlobal X×JEPIJ.P. Morgan×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,243VIG · best of the four

02 / 04

USOY, SDEM, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$75M2.5

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.23%+11.7%+14.1%+19.8%+6.2%−9.0%15.3%$43M2.8

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 · SDEM 2015 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

USOY

SDEM

Global X - MSCI SuperDividend Emerging Markets ETF · $43M$13,532

$10,000 five years ago, dividends reinvested

USOYMeasureSDEM

+61.1%Year to dateJan 1 → Nov 6+11.7%

+60.0%1 yearTotal return+14.1%

[…]3 years · per year$10,000 became […] · $17,177+19.8%

[…]5 years · per year$10,000 became […] · $13,532+6.2%

1.12%Expense ratio$112 · $66 a year on $10k · lower is better0.66%

53.52%Trailing 12-mo yield$5,352 · $523 a year on $10k5.23%

−25.5%Worst dropSmaller is better−9.0%

39.0%VolatilityLower is calmer15.3%

USOYSDEM 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 SDEM: Top 5 Holdings

Today

USOY

[…]in top 5

SDEM

in top 511.5%

USOYStockSDEM

not top 50902.HK2.5%

not top 5601216.S2.4%

not top 5FUNO11.M2.2%

not top 5VIVT3.SA2.2%

not top 5ITUB4.SA2.2%

Held in common[…]

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

USOY vs SDEM Returns, Every Period

DefianceUSOY

+60.0%

past year

SDEMGlobal X

+14.1%

past year

USOYSDEMFaded: behind in that period

2–0USOY wins

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

USOY vs JEPI

YTD

DefianceUSOY

+61.1%

JEPIJ.P. Morgan

+5.3%

+61.1%Year to date+5.3%

−25.5%Worst drop · 1Y−6.7%

39.0%Volatility · 1Y8.8%

53.5%Yield8.1%

$74.7MAssets$45.2B

2–2level

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

Cost, Income and Risk

Fees: USOY, SDEM, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

SDEM0.66%$66

USOY1.12%$112

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

Yields: USOY, SDEM, JEPI, VIG

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

JEPI8.09%$809

SDEM5.23%$523

VIG1.50%$150

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

JEPI$809 − $35 = $774

SDEM$523 − $66 = $457

VIG$150 − $4 = $146

KeptFee

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

Overlap: USOY, SDEM, JEPI, VIG

Today

30.7%most shared, JEPI and VIG

USOYSDEMJEPIVIG

USOY—[…][…][…]

SDEM[…]—0.0%0.0%

JEPI[…]0.0%—30.7%

VIG[…]0.0%30.7%—

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

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

SDEMWorst drop−9.0%15.3% 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

USOYVIG

+61.1%Year to date+12.1%

53.5%Yield1.5%

+60.0%Past year+14.3%

1.12%Fee0.04%

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

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

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