ULTY vs USOI

AULTY

BUSOI

Measures won3–1ULTY wins · of 6 · 5Y

$10,000 · 5Y$18,295USOI

Lowest cost0.85%USOI · $85 on $10k

Most income105.96%ULTY · $10,596 on $10k

Smallest drop−17.3%ULTY · worst fall in 1Y

Held in common[…]ULTY and USOI

ULTY

USOI

YieldMax Ultra Option Income Strategy ETF · $569MUBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 · $305M

[…]3 years · per year[…] · $14,138+12.2%

[…]5 years · per year[…] · $18,295+12.8%

1.40%Expense ratio$140 · $85 on $10k · lower wins0.85%

105.96%12-mo yield$10,596 · $6,160 on $10k61.60%

−17.3%Worst dropSmaller wins−23.5%

22.8%VolatilityLower wins24.6%

3–1ULTY wins

$10,000 · 5 yearsOne scale

Shared top holdingsULTY · USOI

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
1	BUSOI	UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Read Desk		0.85%	61.60%	+0.9%	+48.4%	+45.0%	+12.2%	+12.8%	−23.5%	$305M
2	AULTY	YieldMax Ultra Option Income Strategy ETFRead Desk		1.40%	105.96%	−3.7%	−6.2%	−14.8%	new	new	−17.3%	$569M

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
1	BUSOI	UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037Read Desk		0.85%	61.60%	+0.9%	+48.4%	+45.0%	+12.2%	+12.8%	−23.5%	$305M
2	AULTY	YieldMax Ultra Option Income Strategy ETFRead Desk		1.40%	105.96%	−3.7%	−6.2%	−14.8%	new	new	−17.3%	$569M

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

ULTY vs USOI

ULTY

YieldMax Ultra Option Income Strategy

[…]

USOI

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

$18,295

MeasureULTYUSOI

Fee1.40%0.85%

Cost on $10k a year$140$85

Yield105.96%61.60%

5 years, per year[…]+12.8%

3 years, per year[…]+12.2%

Worst drop · 1Y−17.3%−23.5%

Volatility · 1Y22.8%24.6%

3–1measures won
ULTY 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: ULTY, USOI

Today

[…]holdings […]

ULTYUSOI

ULTY—[…]

USOI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$10,456most kept, ULTY

ULTY$10,596 − $140 = $10,456

USOI$6,160 − $85 = $6,075

KeptFee

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