PBDC vs USOY

APBDC

BUSOY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income53.52%USOY · $5,352 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common[…]PBDC and USOY

PBDC

USOY

Putnam BDC Income ETF · $282MOil Enhanced Options Income ETF · $73M

+5.7%3 years · per year$11,818 · […][…]

[…]5 years · per year[…]

11.77%Expense ratio$1,177 · $112 on $10k · lower wins1.12%

11.30%12-mo yield$1,130 · $5,352 on $10k53.52%

−15.6%Worst dropSmaller wins−25.5%

19.5%VolatilityLower wins39.0%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBDC · USOY

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

Held in common[…]

End-of-day Nov 6, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.30%	−0.4%	−7.0%	−4.2%	+5.7%	new	−15.6%	$282M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APBDC	Putnam BDC Income ETFRead Desk	11.77%	11.30%	−0.4%	−7.0%	−4.2%	+5.7%	new	−15.6%	$282M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBDC vs USOY

PBDC

Putnam BDC Income

[…]

USOY

Oil Enhanced Options Income

[…]

MeasurePBDCUSOY

Fee11.77%1.12%

Cost on $10k a year$1,177$112

Yield11.30%53.52%

5 years, per year[…][…]

3 years, per year+5.7%[…]

Worst drop · 1Y−15.6%−25.5%

Volatility · 1Y19.5%39.0%

2–2measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PBDC, USOY, VIG

Today

0.0%most shared, PBDC and VIG

PBDCUSOYVIG

PBDC—[…]0.0%

USOY[…]—[…]

VIG0.0%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

VIG$150 − $4 = $146

PBDC$1,130 − $1,177 = −$47

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee