PLGI vs USOI

APLGI

BUSOI

Measures won0–2USOI wins · of 6 · 5Y

$10,000 · 5Y$17,840USOI · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income62.71%USOI · $6,271 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]PLGI and USOI

PLGI

USOI

PL Growth and Income ETF · $59MUBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $300M

[…]3 years · per year[…] · $13,719+11.1%

[…]5 years · per year[…] · $17,840+12.3%

1.25%Expense ratio$125 · $85 on $10k · lower wins0.85%

0.50%12-mo yield$50 · $6,271 on $10k62.71%

[…]Worst dropSmaller wins−23.5%

[…]VolatilityLower wins24.7%

0–2USOI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPLGI · USOI

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	BUSOI	UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Read Desk	0.85%	62.71%	−2.5%	+45.8%	+44.5%	+11.1%	+12.3%	−23.5%	$300M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	APLGI	PL Growth and Income ETFRead Desk	1.25%	0.50%	+1.7%	+0.3%	new	new	new	[…]	$59M

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	BUSOI	UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Read Desk	0.85%	62.71%	−2.5%	+45.8%	+44.5%	+11.1%	+12.3%	−23.5%	$300M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	APLGI	PL Growth and Income ETFRead Desk	1.25%	0.50%	+1.7%	+0.3%	new	new	new	[…]	$59M

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

PLGI vs USOI

PLGI

PL Growth and Income

[…]

USOI

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037

$17,840

MeasurePLGIUSOI

Fee1.25%0.85%

Cost on $10k a year$125$85

Yield0.50%62.71%

5 years, per year[…]+12.3%

3 years, per year[…]+11.1%

Worst drop · 1Y[…]−23.5%

Volatility · 1Y[…]24.7%

2–0measures won
USOI 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%

$122BAssets$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: PLGI, USOI, SCHD

Today

5.7%most shared, PLGI and SCHD

PLGIUSOISCHD

PLGI—[…]5.7%

USOI[…]—[…]

SCHD5.7%[…]—

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

Income After Fees on $10,000

$6,186most kept, USOI

USOI$6,271 − $85 = $6,186

SCHD$296 − $6 = $290

PLGI$50 − $125 = −$75

KeptFee

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