MDIV vs USOY

AMDIV

BUSOY

Measures won3–1MDIV wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · MDIV $13,295

Lowest cost0.04%VIG · $4 on $10k

Most income55.26%USOY · $5,526 on $10k

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

Held in common[…]MDIV and USOY

Multi-Asset Diversified Income Index Fund · $417MOil Enhanced Options Income ETF · $72M

+10.1%3 years · per year$13,350 · […][…]

+5.9%5 years · per year$13,295 · […][…]

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

7.57%12-mo yield$757 · $5,526 on $10k55.26%

Cards for this view

MDIV

Multi-Asset Diversified Income Index Fund

$13,295

USOY

Oil Enhanced Options Income

[…]

MeasureMDIVUSOY

Fee0.83%1.12%

Cost on $10k a year$83$112

Yield7.57%55.26%

5 years, per year+5.9%[…]

3 years, per year+10.1%[…]

Worst drop · 1Y−6.1%−25.5%

Volatility · 1Y6.9%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	AMDIV	Multi-Asset Diversified Income Index FundRead Desk	0.83%	7.57%	−0.6%	+8.1%	+8.5%	+10.1%	+5.9%	−6.1%	$417M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	55.26%	+3.0%	+58.5%	+55.6%	new	new	−25.5%	$72M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	AMDIV	Multi-Asset Diversified Income Index FundRead Desk	0.83%	7.57%	−0.6%	+8.1%	+8.5%	+10.1%	+5.9%	−6.1%	$417M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	55.26%	+3.0%	+58.5%	+55.6%	new	new	−25.5%	$72M

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