FDRR vs USOY

AFDRR

BUSOY

Measures won3–1FDRR wins · of 6 · 5Y

$10,000 · 5Y$17,494FDRR

Lowest cost0.15%FDRR · $15 on $10k

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

Smallest drop−8.5%FDRR · worst fall in 1Y

Held in common[…]FDRR and USOY

FDRR

USOY

Fidelity Dividend ETF for Rising Rates · $762MOil Enhanced Options Income ETF · $73M

+22.7%3 years · per year$18,477 · […][…]

+11.8%5 years · per year$17,494 · […][…]

0.15%Expense ratio$15 · $112 on $10k · lower wins1.12%

2.09%12-mo yield$209 · $5,464 on $10k54.64%

−8.5%Worst dropSmaller wins−25.5%

12.1%VolatilityLower wins39.0%

3–1FDRR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDRR · 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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.09%	−3.8%	+11.2%	+15.3%	+22.7%	+11.8%	−8.5%	$762M
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$73M

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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.09%	−3.8%	+11.2%	+15.3%	+22.7%	+11.8%	−8.5%	$762M
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$73M

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

FDRR vs USOY

FDRR

Fidelity Dividend ETF for Rising Rates

$17,494

USOY

Oil Enhanced Options Income

[…]

MeasureFDRRUSOY

Fee0.15%1.12%

Cost on $10k a year$15$112

Yield2.09%54.64%

5 years, per year+11.8%[…]

3 years, per year+22.7%[…]

Worst drop · 1Y−8.5%−25.5%

Volatility · 1Y12.1%39.0%

3–1measures won
FDRR 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDRR, USOY

Today

[…]holdings […]

FDRRUSOY

FDRR—[…]

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

FDRR$209 − $15 = $194

KeptFee

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