Compare · 4 funds side by side · dividends reinvested

USOY, TIZE, DGRO and SCHD

USOYDefiance×TIZETCW×DGROiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

USOY, TIZE, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.24%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.2

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: USOY 2024 · TIZE 2021 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

USOY

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

$10,000 five years ago, dividends reinvested

SCHDMeasureUSOY

+33.2%Year to dateJan 1 → Nov 9+56.2%

+39.1%1 yearTotal return+56.2%

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $112 a year on $10k · lower is better1.12%

2.96%Trailing 12-mo yield$296 · $5,424 a year on $10k54.24%

−6.9%Worst dropSmaller is better−25.5%

11.8%VolatilityLower is calmer39.1%

SCHDUSOY 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

SCHD vs USOY: Top 5 Holdings

Today

SCHD

21.4%in top 5

USOY

in top 5[…]

SCHDStockUSOY

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common[…]

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

SCHD vs USOY Returns, Every Period

SchwabSCHD

+39.1%

past year

USOYDefiance

+56.2%

past year

SCHDUSOYFaded: behind in that period

0–2USOY wins

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

SCHD vs USOY

YTD

SchwabSCHD

+33.2%

USOYDefiance

+56.2%

+33.2%Year to date+56.2%

−6.9%Worst drop · 1Y−25.5%

11.8%Volatility · 1Y39.1%

3.0%Yield54.2%

$122BAssets$74.7M

2–2level

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

Cost, Income and Risk

Fees: USOY, TIZE, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

TIZE0.40%$40

USOY1.12%$112

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

Yields: USOY, TIZE, DGRO, SCHD

54.24%highest, USOY

FundTrailing yieldYield$10k

USOY54.24%$5,424

SCHD2.96%$296

DGRO1.84%$184

TIZE0.76%$76

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

DGRO$184 − $8 = $176

TIZE$76 − $40 = $36

KeptFee

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

Overlap: USOY, TIZE, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

USOYTIZEDGROSCHD

USOY—[…][…][…]

TIZE[…]—[…][…]

DGRO[…][…]—21.3%

SCHD[…][…]21.3%—

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

Return vs Bumpiness: 4 ETFs

+56.2%USOY, at 39.1% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

USOYWorst drop−25.5%39.1% vol

TIZEWorst drop[…][…]

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 Four

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$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