UDI vs USOY5YUDIUDIAvsBUSOYUSOYUSCF Dividend Income ETF · $3MOil Enhanced Options Income ETF · $76MReturns · dividends in+20.7%3 years · per year$17,563 · […][…][…]5 years · per year[…]Cost and income0.65%Expense ratio$65 · $112 on $10k · lower wins1.12%2.57%12-mo yield$257 · $5,342 on $10k53.42%Risk · 1 year
$10,000 in UDI, USOY, JEPI5Y$10k startJEPI $14.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: UDI, USOY, JEPIToday8.5%most shared, UDI and JEPIUDIUSOYJEPIUDI—[…]8.5%USOY[…]—[…]JEPI8.5%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
UDI vs USOY5YAUDIUSCF Dividend Income[…]vsUSOYBOil Enhanced Options Income[…]MeasureUDIUSOYFee0.65%1.12%Cost on $10k a year$65$112Yield2.57%53.42%5 years, per year[…][…]3 years, per year+20.7%[…]Worst drop · 1Y−6.5%−25.5%Volatility · 1Y10.3%39.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.0B2AUDIUSCF Dividend Income ETFReadDesk0.65%2.57%+0.3%+19.5%+22.8%+20.7%new−6.5%$3M3BUSOYOil Enhanced Options Income ETFReadDesk1.12%53.42%−0.3%+58.0%+59.2%newnew−25.5%$76MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.0B2AUDIUSCF Dividend Income ETFReadDesk0.65%2.57%+0.3%+19.5%+22.8%+20.7%new−6.5%$3M3BUSOYOil Enhanced Options Income ETFReadDesk1.12%53.42%−0.3%+58.0%+59.2%newnew−25.5%$76MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: UDI, USOY, JEPIToday8.5%most shared, UDI and JEPIUDIUSOYJEPIUDI—[…]8.5%USOY[…]—[…]JEPI8.5%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$5,230most kept, USOYUSOY$5,342 − $112 = $5,230JEPI$787 − $35 = $752UDI$257 − $65 = $192KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee