PQDI vs USOY

APQDI

BUSOY

Measures won3–1PQDI wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · PQDI $11,511

Lowest cost0.04%VYM · $4 on $10k

Most income54.24%USOY · $5,424 on $10k

Smallest drop−3.4%PQDI · worst fall in 1Y

Held in common[…]PQDI and USOY

PQDI

USOY

Principal Spectrum Preferred and Income ETF · $123MOil Enhanced Options Income ETF · $75M

+8.4%3 years · per year$12,722 · […][…]

+2.9%5 years · per year$11,511 · […][…]

0.60%Expense ratio$60 · $112 on $10k · lower wins1.12%

5.87%12-mo yield$587 · $5,424 on $10k54.24%

−3.4%Worst dropSmaller wins−25.5%

3.8%VolatilityLower wins39.1%

3–1PQDI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPQDI · 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	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.87%	+0.8%	+0.4%	+1.7%	+8.4%	+2.9%	−3.4%	$123M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.24%	−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	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.87%	+0.8%	+0.4%	+1.7%	+8.4%	+2.9%	−3.4%	$123M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.24%	−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

PQDI vs USOY

PQDI

Principal Spectrum Preferred and Income

$11,511

USOY

Oil Enhanced Options Income

[…]

MeasurePQDIUSOY

Fee0.60%1.12%

Cost on $10k a year$60$112

Yield5.87%54.24%

5 years, per year+2.9%[…]

3 years, per year+8.4%[…]

Worst drop · 1Y−3.4%−25.5%

Volatility · 1Y3.8%39.1%

3–1measures won
PQDI 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: PQDI, USOY, VYM

Today

0.5%most shared, PQDI and VYM

PQDIUSOYVYM

PQDI—[…]0.5%

USOY[…]—[…]

VYM0.5%[…]—

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

Income After Fees on $10,000

$5,312most kept, USOY

USOY$5,424 − $112 = $5,312

PQDI$587 − $60 = $527

VYM$226 − $4 = $222

KeptFee

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