BCKT vs USOY

ABCKT

BUSOY

Measures won3–1BCKT wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income55.19%USOY · $5,519 on $10k

Smallest drop−1.1%BCKT · worst fall in 1Y

Held in common[…]BCKT and USOY

BCKT

USOY

Stone Ridge Trust - Lifex 2030 Income Bucket ETF · $2MOil Enhanced Options Income ETF · $75M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.25%Expense ratio$25 · $112 on $10k · lower wins1.12%

26.36%12-mo yield$2,636 · $5,519 on $10k55.19%

−1.1%Worst dropSmaller wins−25.5%

1.6%VolatilityLower wins39.1%

3–1BCKT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBCKT · USOY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ABCKT	Stone Ridge Trust - Lifex 2030 Income Bucket ETFRead Desk	0.25%	26.36%	0.0%	+1.2%	+1.8%	new	new	−1.1%	$2M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	55.19%	−3.0%	+56.2%	+56.2%	new	new	−25.5%	$75M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ABCKT	Stone Ridge Trust - Lifex 2030 Income Bucket ETFRead Desk	0.25%	26.36%	0.0%	+1.2%	+1.8%	new	new	−1.1%	$2M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	55.19%	−3.0%	+56.2%	+56.2%	new	new	−25.5%	$75M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BCKT vs USOY

BCKT

Stone Ridge Trust - Lifex 2030 Income Bucket

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureBCKTUSOY

Fee0.25%1.12%

Cost on $10k a year$25$112

Yield26.36%55.19%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−1.1%−25.5%

Volatility · 1Y1.6%39.1%

3–1measures won
BCKT first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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%

$44.7BAssets$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

Overlap: BCKT, USOY, VIG

Today

[…]holdings […]

BCKTUSOYVIG

BCKT—[…][…]

USOY[…]—[…]

VIG[…][…]—

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

Income After Fees on $10,000

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

BCKT$2,636 − $25 = $2,611

VIG$146 − $4 = $142

KeptFee

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