SCHD vs USOY

ASCHD

BUSOY

Measures won3–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · SCHD $16,352

Lowest cost0.04%VYM · $4 on $10k

Most income50.08%USOY · $5,008 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]SCHD and USOY

SCHD

USOY

Schwab U.S. Dividend Equity ETF · $121BOil Enhanced Options Income ETF · $78M

+21.2%3 years · per year$17,784 · […][…]

+10.3%5 years · per year$16,352 · […][…]

0.06%Expense ratio$6 · $112 on $10k · lower wins1.12%

2.97%12-mo yield$297 · $5,008 on $10k50.08%

−6.9%Worst dropSmaller wins−25.5%

11.4%VolatilityLower wins38.0%

3–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · USOY

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

Held in common[…]

End-of-day Nov 3, 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%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	50.08%	+0.8%	+70.9%	+68.9%	new	new	−25.5%	$78M

End-of-day Nov 3, 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%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	50.08%	+0.8%	+70.9%	+68.9%	new	new	−25.5%	$78M

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

Cards for this view

SCHD vs USOY

SCHD

Schwab U.S. Dividend Equity

$16,352

USOY

Oil Enhanced Options Income

[…]

MeasureSCHDUSOY

Fee0.06%1.12%

Cost on $10k a year$6$112

Yield2.97%50.08%

5 years, per year+10.3%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−6.9%−25.5%

Volatility · 1Y11.4%38.0%

3–1measures won
SCHD first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SCHD, USOY, VYM

Today

21.9%most shared, SCHD and VYM

SCHDUSOYVYM

SCHD—[…]21.9%

USOY[…]—[…]

VYM21.9%[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$4,896most kept, USOY

USOY$5,008 − $112 = $4,896

SCHD$297 − $6 = $291

VYM$225 − $4 = $221

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee