BCKT vs USOY5YBCKTBCKTAvsBUSOYUSOYStone Ridge Trust - Lifex 2030 Income Bucket ETF · $2MOil Enhanced Options Income ETF · $73MReturns · dividends in[…]3 years · per year[…][…]5 years · per year[…]Cost and income0.25%Expense ratio$25 · $112 on $10k · lower wins1.12%26.47%12-mo yield$2,647 · $5,432 on $10k54.32%Risk · 1 year
$10,000 in BCKT, USOY, VYM5Y$10k startVYM $17.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: BCKT, USOY, VYMToday[…]holdings […]BCKTUSOYVYMBCKT—[…][…]USOY[…]—[…]VYM[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
BCKT vs USOY5YABCKTStone Ridge Trust - Lifex 2030 Income Bucket[…]vsUSOYBOil Enhanced Options Income[…]MeasureBCKTUSOYFee0.25%1.12%Cost on $10k a year$25$112Yield26.47%54.32%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−1.1%−25.5%Volatility · 1Y1.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%+0.1%+17.1%+19.1%+20.3%+11.7%−6.7%$78.9B2ABCKTStone Ridge Trust - Lifex 2030 Income Bucket ETFReadDesk0.25%26.47%0.0%+0.8%+1.3%newnew−1.1%$2M3BUSOYOil Enhanced Options Income ETFReadDesk1.12%54.32%+3.0%+58.5%+55.6%newnew−25.5%$73MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%+0.1%+17.1%+19.1%+20.3%+11.7%−6.7%$78.9B2ABCKTStone Ridge Trust - Lifex 2030 Income Bucket ETFReadDesk0.25%26.47%0.0%+0.8%+1.3%newnew−1.1%$2M3BUSOYOil Enhanced Options Income ETFReadDesk1.12%54.32%+3.0%+58.5%+55.6%newnew−25.5%$73MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: BCKT, USOY, VYMToday[…]holdings […]BCKTUSOYVYMBCKT—[…][…]USOY[…]—[…]VYM[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$5,320most kept, USOYUSOY$5,432 − $112 = $5,320BCKT$2,647 − $25 = $2,622VYM$223 − $4 = $219KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee