RIGS vs USOY

ARIGS

BUSOY

Measures won3–1RIGS wins · of 6 · 5Y

$10,000 · 5Y$11,045RIGS

Lowest cost0.45%RIGS · $45 on $10k

Most income54.64%USOY · $5,464 on $10k

Smallest drop−3.6%RIGS · worst fall in 1Y

Held in common[…]RIGS and USOY

RIGS

USOY

ALPS Strategic Income Fund · $55MOil Enhanced Options Income ETF · $79M

+5.6%3 years · per year$11,779 · […][…]

+2.0%5 years · per year$11,045 · […][…]

0.45%Expense ratio$45 · $112 on $10k · lower wins1.12%

5.04%12-mo yield$504 · $5,464 on $10k54.64%

−3.6%Worst dropSmaller wins−25.5%

7.9%VolatilityLower wins39.0%

3–1RIGS wins

$10,000 · 5 yearsOne scale

Shared top holdingsRIGS · USOY

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

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ARIGS	ALPS Strategic Income FundRead Desk		0.45%	5.04%	0.0%	+0.9%	+1.3%	+5.6%	+2.0%	−3.6%	$55M
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M

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

Both

5Y2 funds

#			Trend
1	ARIGS	ALPS Strategic Income FundRead Desk		0.45%	5.04%	0.0%	+0.9%	+1.3%	+5.6%	+2.0%	−3.6%	$55M
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M

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

Cards for this view

RIGS vs USOY

RIGS

ALPS Strategic Income Fund

$11,045

USOY

Oil Enhanced Options Income

[…]

MeasureRIGSUSOY

Fee0.45%1.12%

Cost on $10k a year$45$112

Yield5.04%54.64%

5 years, per year+2.0%[…]

3 years, per year+5.6%[…]

Worst drop · 1Y−3.6%−25.5%

Volatility · 1Y7.9%39.0%

3–1measures won
RIGS first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RIGS, USOY

Today

[…]holdings […]

RIGSUSOY

RIGS—[…]

USOY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

RIGS$504 − $45 = $459

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee