BLUI vs USOY

ABLUI

BUSOY

Measures won3–1BLUI wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income53.52%USOY · $5,352 on $10k

Smallest drop−3.7%BLUI · worst fall in 1Y

Held in common[…]BLUI and USOY

BLUI

USOY

Bluemonte Diversified Income ETF · $123MOil Enhanced Options Income ETF · $73M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.80%Expense ratio$80 · $112 on $10k · lower wins1.12%

5.24%12-mo yield$524 · $5,352 on $10k53.52%

−3.7%Worst dropSmaller wins−25.5%

4.1%VolatilityLower wins39.0%

3–1BLUI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBLUI · USOY

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

Held in common[…]

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ABLUI	Bluemonte Diversified Income ETFRead Desk	0.80%	5.24%	−0.1%	+3.2%	+4.2%	new	new	−3.7%	$123M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ABLUI	Bluemonte Diversified Income ETFRead Desk	0.80%	5.24%	−0.1%	+3.2%	+4.2%	new	new	−3.7%	$123M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BLUI vs USOY

BLUI

Bluemonte Diversified Income

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureBLUIUSOY

Fee0.80%1.12%

Cost on $10k a year$80$112

Yield5.24%53.52%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−3.7%−25.5%

Volatility · 1Y4.1%39.0%

3–1measures won
BLUI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: BLUI, USOY, VYM

Today

0.0%most shared, BLUI and VYM

BLUIUSOYVYM

BLUI—[…]0.0%

USOY[…]—[…]

VYM0.0%[…]—

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

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

BLUI$524 − $80 = $444

VYM$231 − $4 = $227

KeptFee

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