SWP vs USOY

ASWP

BUSOY

Measures won3–1SWP wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.99%SWP · $99 on $10k

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

Smallest drop−10.0%SWP · worst fall in 1Y

Held in common[…]SWP and USOY

SWP

USOY

Manager Directed Portfolios - SWP Growth & Income ETF · $148MOil Enhanced Options Income ETF · $73M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.99%Expense ratio$99 · $112 on $10k · lower wins1.12%

9.83%12-mo yield$983 · $5,464 on $10k54.64%

−10.0%Worst dropSmaller wins−25.5%

12.9%VolatilityLower wins39.0%

3–1SWP wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSWP · 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						3Y/yr	5Y/yr
1	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.83%	−4.1%	+2.7%	+4.8%	new	new	−10.0%	$148M
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$73M

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						3Y/yr	5Y/yr
1	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.83%	−4.1%	+2.7%	+4.8%	new	new	−10.0%	$148M
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$73M

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

SWP vs USOY

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureSWPUSOY

Fee0.99%1.12%

Cost on $10k a year$99$112

Yield9.83%54.64%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−10.0%−25.5%

Volatility · 1Y12.9%39.0%

3–1measures won
SWP 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SWP, USOY

Today

[…]holdings […]

SWPUSOY

SWP—[…]

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

SWP$983 − $99 = $884

KeptFee

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