RISR vs USOY

ARISR

BUSOY

Measures won3–1RISR wins · of 6 · 5Y

$10,000 · 5Y$19,978RISR · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−1.9%RISR · worst fall in 1Y

Held in common[…]RISR and USOY

RISR

USOY

FolioBeyond Alternative Income and Interest Rate Hedge ETF · $484MOil Enhanced Options Income ETF · $74M

+9.4%3 years · per year$13,103 · […][…]

+14.8%5 years · per year$19,978 · […][…]

1.04%Expense ratio$104 · $112 on $10k · lower wins1.12%

5.83%12-mo yield$583 · $5,352 on $10k53.52%

−1.9%Worst dropSmaller wins−25.5%

5.3%VolatilityLower wins39.0%

3–1RISR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRISR · 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	ARISR	FolioBeyond Alternative Income and Interest Rate Hedge ETFRead Desk	1.04%	5.83%	+0.5%	+7.3%	+8.6%	+9.4%	+14.8%	−1.9%	$484M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$74M

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	ARISR	FolioBeyond Alternative Income and Interest Rate Hedge ETFRead Desk	1.04%	5.83%	+0.5%	+7.3%	+8.6%	+9.4%	+14.8%	−1.9%	$484M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$74M

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

RISR vs USOY

RISR

FolioBeyond Alternative Income and Interest Rate Hedge

$19,978

USOY

Oil Enhanced Options Income

[…]

MeasureRISRUSOY

Fee1.04%1.12%

Cost on $10k a year$104$112

Yield5.83%53.52%

5 years, per year+14.8%[…]

3 years, per year+9.4%[…]

Worst drop · 1Y−1.9%−25.5%

Volatility · 1Y5.3%39.0%

3–1measures won
RISR 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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RISR, USOY, SCHD

Today

[…]holdings […]

RISRUSOYSCHD

RISR—[…][…]

USOY[…]—[…]

SCHD[…][…]—

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

RISR$583 − $104 = $479

SCHD$300 − $6 = $294

KeptFee

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