Compare · 2 funds side by side · dividends reinvested

WDIV and USOY

WDIVSPDR×USOYDefiance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,515WDIV · best of the two

02 / 04

WDIV and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.25%+12.2%+17.5%+20.6%+9.2%−8.6%10.7%$286M1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$74M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: WDIV 2013 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Dividend ETF · $286M$15,515

WDIV

USOY

Oil Enhanced Options Income ETF · $74M[…]

$10,000 five years ago, dividends reinvested

WDIVMeasureUSOY

+12.2%Year to dateJan 1 → Nov 6+61.1%

+17.5%1 yearTotal return+60.0%

+20.6%3 years · per year$10,000 became $17,551 · […][…]

+9.2%5 years · per year$10,000 became $15,515 · […][…]

0.40%Expense ratio$40 · $112 a year on $10k · lower is better1.12%

4.25%Trailing 12-mo yield$425 · $5,352 a year on $10k53.52%

−8.6%Worst dropSmaller is better−25.5%

10.7%VolatilityLower is calmer39.0%

WDIVUSOY 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

WDIV vs USOY: Top 5 Holdings

Today

WDIV

9.2%in top 5

USOY

in top 5[…]

WDIVStockUSOY

2.0%LGEN.Lnot top 5

1.9%0992.HKnot top 5

1.8%TEP.PAnot top 5

1.8%MOnot top 5

1.7%HIWnot top 5

Held in common[…]

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

WDIV vs USOY Returns, Every Period

SPDRWDIV

+17.5%

past year

USOYDefiance

+60.0%

past year

WDIVUSOYFaded: behind in that period

0–2USOY wins

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

WDIV vs USOY

YTD

SPDRWDIV

+12.2%

USOYDefiance

+61.1%

+12.2%Year to date+61.1%

−8.6%Worst drop · 1Y−25.5%

10.7%Volatility · 1Y39.0%

4.2%Yield53.5%

$286MAssets$73.5M

2–2level

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

Cost, Income and Risk

Fees: WDIV, USOY

Today

0.40%lowest, WDIV

FundExpense ratioFee$10k

WDIV0.40%$40

USOY1.12%$112

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

Yields: WDIV, USOY

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

WDIV4.25%$425

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

WDIV$425 − $40 = $385

KeptFee

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

Overlap: WDIV, USOY

Today

[…]holdings […]

WDIVUSOY

WDIV—[…]

USOY[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+60.0%USOY, at 39.0% volatility

WDIVWorst drop−8.6%10.7% 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

USOYWDIV

+61.1%Year to date+12.2%

53.5%Yield4.2%

+60.0%Past year+17.5%

1.12%Fee0.40%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026