Compare · 2 funds side by side · dividends reinvested

XYLD and USOI

XYLDGlobal X×USOIETRACS×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,186USOI · best of the two

02 / 04

XYLD and USOI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.20%+11.6%+15.6%+14.9%+7.5%−5.3%7.1%$3.3B1.5

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Income · Covered calls0.85%62.18%+47.1%+42.9%+11.6%+12.7%−23.5%24.6%$314M1.5

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: XYLD 2013 · USOI 2017

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Covered Call ETF · $3.3B$14,358

XYLD

USOI

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $314M$18,186

$10,000 five years ago, dividends reinvested

XYLDMeasureUSOI

+11.6%Year to dateJan 1 → Nov 4+47.1%

+15.6%1 yearTotal return+42.9%

+14.9%3 years · per year$10,000 became $15,175 · $13,905+11.6%

+7.5%5 years · per year$10,000 became $14,358 · $18,186+12.7%

0.60%Expense ratio$60 · $85 a year on $10k · lower is better0.85%

10.20%Trailing 12-mo yield$1,020 · $6,218 a year on $10k62.18%

−5.3%Worst dropSmaller is better−23.5%

7.1%VolatilityLower is calmer24.6%

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

4–4Level

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

More Ways to See the Pairs

XYLD vs USOI: Top 5 Holdings

Today

XYLD

27.5%in top 5

USOI

in top 5[…]

XYLDStockUSOI

7.7%NVDAnot top 5

7.5%AAPLnot top 5

6.0%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

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

XYLD vs USOI Returns, Every Period

Global XXYLD

+7.5%

5 years, per year

USOIETRACS

+12.7%

5 years, per year

XYLDUSOIFaded: behind in that period

1–3USOI wins

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

XYLD vs USOI

YTD

Global XXYLD

+11.6%

USOIETRACS

+47.1%

+11.6%Year to date+47.1%

−5.3%Worst drop · 1Y−23.5%

7.1%Volatility · 1Y24.6%

10.2%Yield62.2%

$3.3BAssets$314M

2–2level

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

Cost, Income and Risk

Fees: XYLD, USOI

Today

0.60%lowest, XYLD

FundExpense ratioFee$10k

XYLD0.60%$60

USOI0.85%$85

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

Yields: XYLD, USOI

62.18%highest, USOI

FundTrailing yieldYield$10k

USOI62.18%$6,218

XYLD10.20%$1,020

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

Income After Fees on $10,000

$6,133most kept, USOI

USOI$6,218 − $85 = $6,133

XYLD$1,020 − $60 = $960

KeptFee

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

Overlap: XYLD, USOI

Today

[…]holdings […]

XYLDUSOI

XYLD—[…]

USOI[…]—

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

Return vs Bumpiness: 2 ETFs

+42.9%USOI, at 24.6% volatility

XYLDWorst drop−5.3%7.1% vol

USOIWorst drop−23.5%24.6% vol

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

Paid More vs Made More

YTD

USOIXYLD

+47.1%Year to date+11.6%

62.2%Yield10.2%

+42.9%Past year+15.6%

0.85%Fee0.60%

3–1USOI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026