USOY vs CGDV

AUSOY

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income54.18%USOY · $5,418 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common[…]USOY and CGDV

USOY

CGDV

Oil Enhanced Options Income ETF · $78MCapital Group Dividend Value ETF · $38.8B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

1.12%Expense ratio$112 · $33 on $10k · lower wins0.33%

54.18%12-mo yield$5,418 · $122 on $10k1.22%

−25.5%Worst dropSmaller wins−9.7%

38.8%VolatilityLower wins12.6%

1–3CGDV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsUSOY · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 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							5Y/yr
1	AUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.18%	−7.6%	+58.0%	+55.8%	new	new	−25.5%	$78M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.18%	−7.6%	+58.0%	+55.8%	new	new	−25.5%	$78M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USOY vs CGDV

USOY

Oil Enhanced Options Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureUSOYCGDV

Fee1.12%0.33%

Cost on $10k a year$112$33

Yield54.18%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−25.5%−9.7%

Volatility · 1Y38.8%12.6%

3–1measures won
CGDV first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USOY, CGDV

Today

[…]holdings […]

USOYCGDV

USOY—[…]

CGDV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,306most kept, USOY

USOY$5,418 − $112 = $5,306

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee