PFM vs USOY

APFM

BUSOY

Measures won3–1PFM wins · of 6 · 5Y

$10,000 · 5Y$16,704PFM · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.1%PFM · worst fall in 1Y

Held in common[…]PFM and USOY

PFM

USOY

Invesco Dividend Achievers ETF · $808MOil Enhanced Options Income ETF · $75M

+18.7%3 years · per year$16,704 · […][…]

+10.8%5 years · per year$16,704 · […][…]

0.52%Expense ratio$52 · $112 on $10k · lower wins1.12%

1.28%12-mo yield$128 · $5,519 on $10k55.19%

−7.1%Worst dropSmaller wins−25.5%

10.3%VolatilityLower wins39.1%

3–1PFM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFM · 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	APFM	Invesco Dividend Achievers ETFRead Desk	0.52%	1.28%	+2.2%	+15.1%	+17.8%	+18.7%	+10.8%	−7.1%	$808M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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	APFM	Invesco Dividend Achievers ETFRead Desk	0.52%	1.28%	+2.2%	+15.1%	+17.8%	+18.7%	+10.8%	−7.1%	$808M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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

PFM vs USOY

PFM

Invesco Dividend Achievers

$16,704

USOY

Oil Enhanced Options Income

[…]

MeasurePFMUSOY

Fee0.52%1.12%

Cost on $10k a year$52$112

Yield1.28%55.19%

5 years, per year+10.8%[…]

3 years, per year+18.7%[…]

Worst drop · 1Y−7.1%−25.5%

Volatility · 1Y10.3%39.1%

3–1measures won
PFM first

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: PFM, USOY, VIG

Today

84.3%most shared, PFM and VIG

PFMUSOYVIG

PFM—[…]84.3%

USOY[…]—[…]

VIG84.3%[…]—

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

VIG$146 − $4 = $142

PFM$128 − $52 = $76

KeptFee

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