EVPF vs USOY

AEVPF

BUSOY

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

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

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]EVPF and USOY

EVPF

USOY

Eaton Vance Preferred Securities and Income ETF · $58MOil Enhanced Options Income ETF · $74M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.20%Expense ratio$20 · $112 on $10k · lower wins1.12%

3.76%12-mo yield$376 · $5,352 on $10k53.52%

[…]Worst dropSmaller wins−25.5%

[…]VolatilityLower wins39.0%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEVPF · 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M
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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M
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

EVPF vs USOY

EVPF

Eaton Vance Preferred Securities and Income

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureEVPFUSOY

Fee0.20%1.12%

Cost on $10k a year$20$112

Yield3.76%53.52%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−25.5%

Volatility · 1Y[…]39.0%

1–1measures won
level

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: EVPF, USOY, DGRO

Today

0.5%most shared, EVPF and DGRO

EVPFUSOYDGRO

EVPF—[…]0.5%

USOY[…]—[…]

DGRO0.5%[…]—

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

EVPF$376 − $20 = $356

DGRO$187 − $8 = $179

KeptFee

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