TPZ vs USOI

ATPZ

BUSOI

Measures won2–1TPZ wins · of 6 · 5Y

$10,000 · 5Y$18,472USOI

Lowest cost0.85%TPZ · $85 on $10k

Most income61.11%USOI · $6,111 on $10k

Smallest drop−12.6%TPZ · worst fall in 1Y

Held in common[…]TPZ and USOI

TPZ

USOI

Tortoise Electrification Infrastructure ETF · $107MUBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $305M

[…]3 years · per year[…] · $14,274+12.6%

[…]5 years · per year[…] · $18,472+13.1%

0.85%Expense ratio$85 · $85 on $10k · lower wins0.85%

3.79%12-mo yield$379 · $6,111 on $10k61.11%

−12.6%Worst dropSmaller wins−23.5%

16.4%VolatilityLower wins24.6%

2–1TPZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsTPZ · USOI

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

Both

5Y2 funds

#			Trend
1	BUSOI	UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Read Desk		0.85%	61.11%	+0.8%	+49.6%	+47.6%	+12.6%	+13.1%	−23.5%	$305M
2	ATPZ	Tortoise Electrification Infrastructure ETFRead Desk		0.85%	3.79%	+0.4%	−0.5%	−2.8%	new	new	−12.6%	$107M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BUSOI	UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Read Desk		0.85%	61.11%	+0.8%	+49.6%	+47.6%	+12.6%	+13.1%	−23.5%	$305M
2	ATPZ	Tortoise Electrification Infrastructure ETFRead Desk		0.85%	3.79%	+0.4%	−0.5%	−2.8%	new	new	−12.6%	$107M

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

TPZ vs USOI

TPZ

Tortoise Electrification Infrastructure

[…]

USOI

UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037

$18,472

MeasureTPZUSOI

Fee0.85%0.85%

Cost on $10k a year$85$85

Yield3.79%61.11%

5 years, per year[…]+13.1%

3 years, per year[…]+12.6%

Worst drop · 1Y−12.6%−23.5%

Volatility · 1Y16.4%24.6%

2–1measures won
TPZ 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: TPZ, USOI

Today

[…]holdings […]

TPZUSOI

TPZ—[…]

USOI[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$6,026most kept, USOI

USOI$6,111 − $85 = $6,026

TPZ$379 − $85 = $294

KeptFee

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