MDIV vs USOY

AMDIV

BUSOY

Measures won3–1MDIV wins · of 6 · 5Y

$10,000 · 5Y$13,311MDIV

Lowest cost0.83%MDIV · $83 on $10k

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

Smallest drop−6.1%MDIV · worst fall in 1Y

Held in common[…]MDIV and USOY

MDIV

USOY

Multi-Asset Diversified Income Index Fund · $420MOil Enhanced Options Income ETF · $73M

+11.4%3 years · per year$13,814 · […][…]

+5.9%5 years · per year$13,311 · […][…]

0.83%Expense ratio$83 · $112 on $10k · lower wins1.12%

7.54%12-mo yield$754 · $5,464 on $10k54.64%

−6.1%Worst dropSmaller wins−25.5%

6.9%VolatilityLower wins39.0%

3–1MDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDIV · 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	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.54%	−1.0%	+8.5%	+11.1%	+11.4%	+5.9%	−6.1%	$420M
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	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.54%	−1.0%	+8.5%	+11.1%	+11.4%	+5.9%	−6.1%	$420M
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

MDIV vs USOY

MDIV

Multi-Asset Diversified Income Index Fund

$13,311

USOY

Oil Enhanced Options Income

[…]

MeasureMDIVUSOY

Fee0.83%1.12%

Cost on $10k a year$83$112

Yield7.54%54.64%

5 years, per year+5.9%[…]

3 years, per year+11.4%[…]

Worst drop · 1Y−6.1%−25.5%

Volatility · 1Y6.9%39.0%

3–1measures won
MDIV 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: MDIV, USOY

Today

[…]holdings […]

MDIVUSOY

MDIV—[…]

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

MDIV$754 − $83 = $671

KeptFee

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