Compare · 3 funds side by side · dividends reinvested

USOY, SIO and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

USOY, SIO and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.8

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$79M2.0

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.01%+0.4%+1.4%+7.9%[…]−3.6%4.0%$287M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: USOY 2024 · SIO 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Oil Enhanced Options Income ETF · $79M[…]

USOY

SIO

Touchstone Strategic Income ETF · $287M[…]

$10,000 five years ago, dividends reinvested

USOYMeasureSIO

+60.8%Year to dateJan 1 → Nov 5+0.4%

+59.4%1 yearTotal return+1.4%

[…]3 years · per year$10,000 became […] · $12,554+7.9%

[…]5 years · per year[…]

1.12%Expense ratio$112 · $82 a year on $10k · lower is better0.82%

54.64%Trailing 12-mo yield$5,464 · $701 a year on $10k7.01%

−25.5%Worst dropSmaller is better−3.6%

39.0%VolatilityLower is calmer4.0%

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

3–3Level

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

More Ways to See the Pairs

USOY vs SIO: Top 5 Holdings

Today

USOY

[…]in top 5

SIO

in top 51.3%

USOYStockSIO

not top 5USB-PR0.3%

not top 5XELLL0.3%

not top 5CFG-PE0.3%

not top 5CMSD0.2%

not top 5SWK0.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

USOY vs SIO Returns, Every Period

DefianceUSOY

+59.4%

past year

SIOTouchstone

+1.4%

past year

USOYSIOFaded: behind in that period

2–0USOY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

USOY vs SIO

YTD

DefianceUSOY

+60.8%

SIOTouchstone

+0.4%

+60.8%Year to date+0.4%

−25.5%Worst drop · 1Y−3.6%

39.0%Volatility · 1Y4.0%

54.6%Yield7.0%

$78.8MAssets$287M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USOY, SIO, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SIO0.82%$82

USOY1.12%$112

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USOY, SIO, DGRO

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

SIO7.01%$701

DGRO1.86%$186

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

SIO$701 − $82 = $619

DGRO$186 − $8 = $178

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: USOY, SIO, DGRO

Today

0.9%most shared, SIO and DGRO

USOYSIODGRO

USOY—[…][…]

SIO[…]—0.9%

DGRO[…]0.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+59.4%USOY, at 39.0% volatility

SIOWorst drop−3.6%4.0% vol

DGROWorst drop−6.5%10.2% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USOYDGRO

+60.8%Year to date+17.2%

54.6%Yield1.9%

+59.4%Past year+21.2%

1.12%Fee0.08%

3–1USOY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026