Compare · 2 funds side by side · dividends reinvested

USOY and VIG

USOYDefiance×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

USOY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%50.08%+70.9%+68.9%[…][…]−25.5%38.0%$78M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: USOY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,495

VIG

USOY

Oil Enhanced Options Income ETF · $78M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureUSOY

+14.0%Year to dateJan 1 → Nov 4+70.9%

+15.9%1 yearTotal return+68.9%

+20.2%3 years · per year$10,000 became $17,369 · […][…]

+10.5%5 years · per year$10,000 became $16,495 · […][…]

0.04%Expense ratio$4 · $112 a year on $10k · lower is better1.12%

1.47%Trailing 12-mo yield$147 · $5,008 a year on $10k50.08%

−7.9%Worst dropSmaller is better−25.5%

10.0%VolatilityLower is calmer38.0%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs USOY: Top 5 Holdings

Today

VIG

22.1%in top 5

USOY

in top 5[…]

VIGStockUSOY

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

VIG vs USOY Returns, Every Period

VanguardVIG

+15.9%

past year

USOYDefiance

+68.9%

past year

VIGUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VIG vs USOY

YTD

VanguardVIG

+14.0%

USOYDefiance

+70.9%

+14.0%Year to date+70.9%

−7.9%Worst drop · 1Y−25.5%

10.0%Volatility · 1Y38.0%

1.5%Yield50.1%

$109BAssets$78.2M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USOY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

USOY1.12%$112

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: USOY, VIG

50.08%highest, USOY

FundTrailing yieldYield$10k

USOY50.08%$5,008

VIG1.47%$147

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$4,896most kept, USOY

USOY$5,008 − $112 = $4,896

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: USOY, VIG

Today

[…]holdings […]

USOYVIG

USOY—[…]

VIG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+68.9%USOY, at 38.0% volatility

VIGWorst drop−7.9%10.0% vol

USOYWorst drop−25.5%38.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USOYVIG

+70.9%Year to date+14.0%

50.1%Yield1.5%

+68.9%Past year+15.9%

1.12%Fee0.04%

3–1USOY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026