SWP vs USOY

ASWP

BUSOY

Measures won3–1SWP wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · 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%

9.80%12-mo yield$980 · $5,352 on $10k53.52%

−10.0%Worst dropSmaller wins−25.5%

12.9%VolatilityLower wins39.0%

3–1SWP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSWP · 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$148M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$73M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$148M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$73M

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

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

Yield9.80%53.52%

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 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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

Overlap: SWP, USOY, VIG

Today

30.4%most shared, SWP and VIG

SWPUSOYVIG

SWP—[…]30.4%

USOY[…]—[…]

VIG30.4%[…]—

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

SWP$980 − $99 = $881

VIG$150 − $4 = $146

KeptFee

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