UMI vs USOY

AUMI

BUSOY

Measures won3–1UMI wins · of 6 · 5Y

$10,000 · 5Y$23,168UMI

Lowest cost0.85%UMI · $85 on $10k

Most income54.64%USOY · $5,464 on $10k

Smallest drop−8.7%UMI · worst fall in 1Y

Held in common[…]UMI and USOY

UMI

USOY

USCF Midstream Energy Income Fund · $508MOil Enhanced Options Income ETF · $73M

+23.5%3 years · per year$18,820 · […][…]

+18.3%5 years · per year$23,168 · […][…]

0.85%Expense ratio$85 · $112 on $10k · lower wins1.12%

6.30%12-mo yield$630 · $5,464 on $10k54.64%

−8.7%Worst dropSmaller wins−25.5%

16.8%VolatilityLower wins39.0%

3–1UMI wins

$10,000 · 5 yearsOne scale

Shared top holdingsUMI · USOY

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	AUMI	USCF Midstream Energy Income FundRead Desk		0.85%	6.30%	−2.7%	+18.8%	+26.1%	+23.5%	+18.3%	−8.7%	$508M
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$73M

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	AUMI	USCF Midstream Energy Income FundRead Desk		0.85%	6.30%	−2.7%	+18.8%	+26.1%	+23.5%	+18.3%	−8.7%	$508M
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$73M

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

UMI vs USOY

UMI

USCF Midstream Energy Income Fund

$23,168

USOY

Oil Enhanced Options Income

[…]

MeasureUMIUSOY

Fee0.85%1.12%

Cost on $10k a year$85$112

Yield6.30%54.64%

5 years, per year+18.3%[…]

3 years, per year+23.5%[…]

Worst drop · 1Y−8.7%−25.5%

Volatility · 1Y16.8%39.0%

3–1measures won
UMI 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: UMI, USOY

Today

[…]holdings […]

UMIUSOY

UMI—[…]

USOY[…]—

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

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

UMI$630 − $85 = $545

KeptFee

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