FPFD vs USOY

AFPFD

BUSOY

Measures won3–1FPFD wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · FPFD $10,464

Lowest cost0.08%DGRO · $8 on $10k

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

Smallest drop−4.8%FPFD · worst fall in 1Y

Held in common[…]FPFD and USOY

FPFD

USOY

Fidelity Preferred Securities & Income ETF · $73MOil Enhanced Options Income ETF · $73M

+7.3%3 years · per year$12,339 · […][…]

+0.9%5 years · per year$10,464 · […][…]

0.59%Expense ratio$59 · $112 on $10k · lower wins1.12%

5.75%12-mo yield$575 · $5,352 on $10k53.52%

−4.8%Worst dropSmaller wins−25.5%

3.3%VolatilityLower wins39.0%

3–1FPFD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPFD · 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%	$44.9B
2	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	+0.4%	−1.5%	−1.3%	+7.3%	+0.9%	−4.8%	$73M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$73M

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%	$44.9B
2	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	+0.4%	−1.5%	−1.3%	+7.3%	+0.9%	−4.8%	$73M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$73M

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

FPFD vs USOY

FPFD

Fidelity Preferred Securities & Income

$10,464

USOY

Oil Enhanced Options Income

[…]

MeasureFPFDUSOY

Fee0.59%1.12%

Cost on $10k a year$59$112

Yield5.75%53.52%

5 years, per year+0.9%[…]

3 years, per year+7.3%[…]

Worst drop · 1Y−4.8%−25.5%

Volatility · 1Y3.3%39.0%

3–1measures won
FPFD 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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: FPFD, USOY, DGRO

Today

0.0%most shared, FPFD and DGRO

FPFDUSOYDGRO

FPFD—[…]0.0%

USOY[…]—[…]

DGRO0.0%[…]—

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

FPFD$575 − $59 = $516

DGRO$187 − $8 = $179

KeptFee

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