QDEF vs USOY

AQDEF

BUSOY

Measures won3–1QDEF wins · of 6 · 5Y

$10,000 · 5Y$17,453QDEF · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.0%QDEF · worst fall in 1Y

Held in common[…]QDEF and USOY

QDEF

USOY

Northern Trust Quality Dividend Defensive ETF · $537MOil Enhanced Options Income ETF · $75M

+20.3%3 years · per year$17,398 · […][…]

+11.8%5 years · per year$17,453 · […][…]

0.40%Expense ratio$40 · $112 on $10k · lower wins1.12%

1.61%12-mo yield$161 · $5,352 on $10k53.52%

−7.0%Worst dropSmaller wins−25.5%

10.3%VolatilityLower wins39.0%

3–1QDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQDEF · 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	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk	0.40%	1.61%	−0.3%	+10.2%	+12.6%	+20.3%	+11.8%	−7.0%	$537M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$75M

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	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk	0.40%	1.61%	−0.3%	+10.2%	+12.6%	+20.3%	+11.8%	−7.0%	$537M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$75M

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

QDEF vs USOY

QDEF

Northern Trust Quality Dividend Defensive

$17,453

USOY

Oil Enhanced Options Income

[…]

MeasureQDEFUSOY

Fee0.40%1.12%

Cost on $10k a year$40$112

Yield1.61%53.52%

5 years, per year+11.8%[…]

3 years, per year+20.3%[…]

Worst drop · 1Y−7.0%−25.5%

Volatility · 1Y10.3%39.0%

3–1measures won
QDEF first

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: QDEF, USOY, VIG

Today

33.2%most shared, QDEF and VIG

QDEFUSOYVIG

QDEF—[…]33.2%

USOY[…]—[…]

VIG33.2%[…]—

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

QDEF$161 − $40 = $121

KeptFee

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