DIVE vs USOY

ADIVE

BUSOY

Measures won3–1DIVE 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−6.7%VYM · worst fall in 1Y

Held in common[…]DIVE and USOY

DIVE

USOY

Dana Concentrated Dividend ETF · $50MOil Enhanced Options Income ETF · $74M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $112 on $10k · lower wins1.12%

1.27%12-mo yield$127 · $5,352 on $10k53.52%

−11.5%Worst dropSmaller wins−25.5%

12.8%VolatilityLower wins39.0%

3–1DIVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIVE · 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	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.27%	−0.8%	+11.2%	+17.4%	new	new	−11.5%	$50M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$74M

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	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.27%	−0.8%	+11.2%	+17.4%	new	new	−11.5%	$50M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$74M

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

DIVE vs USOY

DIVE

Dana Concentrated Dividend

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureDIVEUSOY

Fee0.65%1.12%

Cost on $10k a year$65$112

Yield1.27%53.52%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−11.5%−25.5%

Volatility · 1Y12.8%39.0%

3–1measures won
DIVE 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: DIVE, USOY, VYM

Today

12.4%most shared, DIVE and VYM

DIVEUSOYVYM

DIVE—[…]12.4%

USOY[…]—[…]

VYM12.4%[…]—

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

VYM$231 − $4 = $227

DIVE$127 − $65 = $62

KeptFee

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