DDIV vs USOY

ADDIV

BUSOY

Measures won3–1DDIV wins · of 6 · 5Y

$10,000 · 5Y$15,325DDIV

Lowest cost0.60%DDIV · $60 on $10k

Most income54.64%USOY · $5,464 on $10k

Smallest drop−11.3%DDIV · worst fall in 1Y

Held in common[…]DDIV and USOY

DDIV

USOY

First Trust Dorsey Wright Momentum & Dividend ETF · $72MOil Enhanced Options Income ETF · $79M

+21.0%3 years · per year$17,716 · […][…]

+8.9%5 years · per year$15,325 · […][…]

0.60%Expense ratio$60 · $112 on $10k · lower wins1.12%

1.66%12-mo yield$166 · $5,464 on $10k54.64%

−11.3%Worst dropSmaller wins−25.5%

14.9%VolatilityLower wins39.0%

3–1DDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDDIV · USOY

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.66%	−2.7%	+8.3%	+16.2%	+21.0%	+8.9%	−11.3%	$72M
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M

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

Both

5Y2 funds

#			Trend
1	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.66%	−2.7%	+8.3%	+16.2%	+21.0%	+8.9%	−11.3%	$72M
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M

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

Cards for this view

DDIV vs USOY

DDIV

First Trust Dorsey Wright Momentum & Dividend

$15,325

USOY

Oil Enhanced Options Income

[…]

MeasureDDIVUSOY

Fee0.60%1.12%

Cost on $10k a year$60$112

Yield1.66%54.64%

5 years, per year+8.9%[…]

3 years, per year+21.0%[…]

Worst drop · 1Y−11.3%−25.5%

Volatility · 1Y14.9%39.0%

3–1measures won
DDIV first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DDIV, USOY

Today

[…]holdings […]

DDIVUSOY

DDIV—[…]

USOY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

DDIV$166 − $60 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee