FREI vs USOY

AFREI

BUSOY

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

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

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]FREI and USOY

FREI

USOY

Fidelity Real Estate Income ETF · $47MOil Enhanced Options Income ETF · $79M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.76%Expense ratio$76 · $112 on $10k · lower wins1.12%

1.91%12-mo yield$191 · $5,464 on $10k54.64%

[…]Worst dropSmaller wins−25.5%

[…]VolatilityLower wins39.0%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFREI · 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AFREI	Fidelity Real Estate Income ETFRead Desk	0.76%	1.91%	−0.3%	new	new	new	new	[…]	$47M
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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AFREI	Fidelity Real Estate Income ETFRead Desk	0.76%	1.91%	−0.3%	new	new	new	new	[…]	$47M
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

FREI vs USOY

FREI

Fidelity Real Estate Income

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureFREIUSOY

Fee0.76%1.12%

Cost on $10k a year$76$112

Yield1.91%54.64%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−25.5%

Volatility · 1Y[…]39.0%

1–1measures won
level

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: FREI, USOY, VYM

Today

0.0%most shared, FREI and VYM

FREIUSOYVYM

FREI—[…]0.0%

USOY[…]—[…]

VYM0.0%[…]—

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

VYM$230 − $4 = $226

FREI$191 − $76 = $115

KeptFee

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