FDL vs USOY

AFDL

BUSOY

Measures won3–1FDL wins · of 6 · 5Y

$10,000 · 5Y$20,030FDL · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]FDL and USOY

FDL

USOY

First Trust Morningstar Dividend Leaders Index Fund · $8.4BOil Enhanced Options Income ETF · $79M

+24.1%3 years · per year$19,114 · […][…]

+14.9%5 years · per year$20,030 · […][…]

0.43%Expense ratio$43 · $112 on $10k · lower wins1.12%

3.59%12-mo yield$359 · $5,464 on $10k54.64%

−7.2%Worst dropSmaller wins−25.5%

12.6%VolatilityLower wins39.0%

3–1FDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDL · 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

All Three

5Y3 funds

#
1	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.59%	−1.5%	+25.1%	+32.8%	+24.1%	+14.9%	−7.2%	$8.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	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

All Three

5Y3 funds

#
1	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.59%	−1.5%	+25.1%	+32.8%	+24.1%	+14.9%	−7.2%	$8.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	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

FDL vs USOY

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,030

USOY

Oil Enhanced Options Income

[…]

MeasureFDLUSOY

Fee0.43%1.12%

Cost on $10k a year$43$112

Yield3.59%54.64%

5 years, per year+14.9%[…]

3 years, per year+24.1%[…]

Worst drop · 1Y−7.2%−25.5%

Volatility · 1Y12.6%39.0%

3–1measures won
FDL 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: FDL, USOY, SCHD

Today

35.3%most shared, FDL and SCHD

FDLUSOYSCHD

FDL—[…]35.3%

USOY[…]—[…]

SCHD35.3%[…]—

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

FDL$359 − $43 = $316

SCHD$298 − $6 = $292

KeptFee

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