NUDV vs USOY

ANUDV

BUSOY

Measures won3–1NUDV wins · of 6 · 5Y

$10,000 · 5Y$16,184NUDV

Lowest cost0.26%NUDV · $26 on $10k

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

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

Held in common[…]NUDV and USOY

NUDV

USOY

Nuveen ESG Dividend · $56MOil Enhanced Options Income ETF · $79M

+20.6%3 years · per year$17,539 · […][…]

+10.1%5 years · per year$16,184 · […][…]

0.26%Expense ratio$26 · $112 on $10k · lower wins1.12%

2.17%12-mo yield$217 · $5,464 on $10k54.64%

−6.7%Worst dropSmaller wins−25.5%

10.6%VolatilityLower wins39.0%

3–1NUDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUDV · 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	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.17%	−2.3%	+19.3%	+24.4%	+20.6%	+10.1%	−6.7%	$56M
2	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

Both

5Y2 funds

#			Trend
1	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.17%	−2.3%	+19.3%	+24.4%	+20.6%	+10.1%	−6.7%	$56M
2	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

NUDV vs USOY

NUDV

Nuveen ESG Dividend

$16,184

USOY

Oil Enhanced Options Income

[…]

MeasureNUDVUSOY

Fee0.26%1.12%

Cost on $10k a year$26$112

Yield2.17%54.64%

5 years, per year+10.1%[…]

3 years, per year+20.6%[…]

Worst drop · 1Y−6.7%−25.5%

Volatility · 1Y10.6%39.0%

3–1measures won
NUDV 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%

$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: NUDV, USOY

Today

[…]holdings […]

NUDVUSOY

NUDV—[…]

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

NUDV$217 − $26 = $191

KeptFee

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