UDI vs VYM

AUDI

BVYM

Measures won4–1UDI wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.62%UDI · $262 on $10k

Smallest drop−6.5%UDI · worst fall in 1Y

Held in common17.1%UDI and VYM

UDI

VYM

USCF Dividend Income ETF · $3MVanguard High Dividend Yield ETF · $78.9B

+20.9%3 years · per year$17,656 · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

2.62%12-mo yield$262 · $231 on $10k2.31%

−6.5%Worst dropSmaller wins−6.7%

10.2%VolatilityLower wins10.6%

4–1UDI wins

$10,000 · 5 yearsOne scale

Shared top holdingsUDI · VYM

3.7%JNJ2.7%

3.6%ABBV2.0%

2.2%CSCO1.8%

2.4%KO1.4%

Held in common17.1%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AUDI	USCF Dividend Income ETFRead Desk		0.65%	2.62%	−0.5%	+17.0%	+23.7%	+20.9%	new	−6.5%	$3M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AUDI	USCF Dividend Income ETFRead Desk		0.65%	2.62%	−0.5%	+17.0%	+23.7%	+20.9%	new	−6.5%	$3M

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

UDI vs VYM

UDI

USCF Dividend Income

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureUDIVYM

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield2.62%2.31%

5 years, per year[…]+11.1%

3 years, per year+20.9%+19.6%

Worst drop · 1Y−6.5%−6.7%

Volatility · 1Y10.2%10.6%

4–1measures won
UDI first

17.1%

holdings shared

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: UDI, VYM

Today

17.1%most shared, UDI and VYM

UDIVYM

UDI—17.1%

VYM17.1%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

UDI$262 − $65 = $197

KeptFee

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