SMDV vs USOY

ASMDV

BUSOY

Measures won3–1SMDV wins · of 6 · 5Y

$10,000 · 5Y$13,316SMDV

Lowest cost0.40%SMDV · $40 on $10k

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

Smallest drop−9.8%SMDV · worst fall in 1Y

Held in common[…]SMDV and USOY

SMDV

USOY

ProShares S&P SmallCap 600 Dividend Aristocrats ETF · $681MOil Enhanced Options Income ETF · $79M

+14.4%3 years · per year$14,980 · […][…]

+5.9%5 years · per year$13,316 · […][…]

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

2.33%12-mo yield$233 · $5,464 on $10k54.64%

−9.8%Worst dropSmaller wins−25.5%

14.3%VolatilityLower wins39.0%

3–1SMDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMDV · 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	ASMDV	ProShares S&P SmallCap 600 Dividend Aristocrats ETFRead Desk		0.40%	2.33%	−2.0%	+15.3%	+17.9%	+14.4%	+5.9%	−9.8%	$681M
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	ASMDV	ProShares S&P SmallCap 600 Dividend Aristocrats ETFRead Desk		0.40%	2.33%	−2.0%	+15.3%	+17.9%	+14.4%	+5.9%	−9.8%	$681M
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

SMDV vs USOY

SMDV

ProShares S&P SmallCap 600 Dividend Aristocrats

$13,316

USOY

Oil Enhanced Options Income

[…]

MeasureSMDVUSOY

Fee0.40%1.12%

Cost on $10k a year$40$112

Yield2.33%54.64%

5 years, per year+5.9%[…]

3 years, per year+14.4%[…]

Worst drop · 1Y−9.8%−25.5%

Volatility · 1Y14.3%39.0%

3–1measures won
SMDV 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: SMDV, USOY

Today

[…]holdings […]

SMDVUSOY

SMDV—[…]

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

SMDV$233 − $40 = $193

KeptFee

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