MDPL vs USOY

AMDPL

BUSOY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,254VYM

Lowest cost0.04%VYM · $4 on $10k

Most income55.19%USOY · $5,519 on $10k

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

Held in common[…]MDPL and USOY

MDPL

USOY

Monarch Dividend Plus ETF · $62MOil Enhanced Options Income ETF · $75M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.19%Expense ratio$119 · $112 on $10k · lower wins1.12%

1.33%12-mo yield$133 · $5,519 on $10k55.19%

−12.4%Worst dropSmaller wins−25.5%

17.6%VolatilityLower wins39.1%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMDPL · USOY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	+1.6%	+15.0%	+22.3%	new	new	−12.4%	$62M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	55.19%	−3.0%	+56.2%	+56.2%	new	new	−25.5%	$75M

End-of-day Nov 9, 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%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	+1.6%	+15.0%	+22.3%	new	new	−12.4%	$62M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	55.19%	−3.0%	+56.2%	+56.2%	new	new	−25.5%	$75M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MDPL vs USOY

MDPL

Monarch Dividend Plus

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureMDPLUSOY

Fee1.19%1.12%

Cost on $10k a year$119$112

Yield1.33%55.19%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−12.4%−25.5%

Volatility · 1Y17.6%39.1%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: MDPL, USOY, VYM

Today

3.2%most shared, MDPL and VYM

MDPLUSOYVYM

MDPL—[…]3.2%

USOY[…]—[…]

VYM3.2%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

VYM$226 − $4 = $222

MDPL$133 − $119 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee