UMI vs VOO

AUMI

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$23,238UMI · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income6.37%UMI · $637 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.4%UMI and VOO

UMI

VOO

USCF Midstream Energy Income Fund · $508MVanguard S&P 500 ETF · $1.00T

+22.8%3 years · per year$18,496 · $18,079+21.8%

+18.4%5 years · per year$23,238 · $17,177+11.4%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

6.37%12-mo yield$637 · $110 on $10k1.10%

−9.7%Worst dropSmaller wins−8.9%

16.8%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUMI · VOO

6.7%WMB0.1%

6.2%KMI0.1%

7.3%TRGP0.1%

4.7%OKE0.1%

Held in common0.4%

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	AUMI	USCF Midstream Energy Income FundRead Desk		0.85%	6.37%	−1.1%	+17.5%	+23.4%	+22.8%	+18.4%	−9.7%	$508M
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T

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	AUMI	USCF Midstream Energy Income FundRead Desk		0.85%	6.37%	−1.1%	+17.5%	+23.4%	+22.8%	+18.4%	−9.7%	$508M
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T

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

UMI vs VOO

UMI

USCF Midstream Energy Income Fund

$23,238

VOO

Vanguard S&P 500

$17,177

MeasureUMIVOO

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield6.37%1.10%

5 years, per year+18.4%+11.4%

3 years, per year+22.8%+21.8%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y16.8%13.5%

3–3measures won
level

0.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: UMI, VOO

Today

0.4%most shared, UMI and VOO

UMIVOO

UMI—0.4%

VOO0.4%—

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

Income After Fees on $10,000

$552most kept, UMI

UMI$637 − $85 = $552

VOO$110 − $3 = $107

KeptFee

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