USOY vs FDL

AUSOY

BFDL

Measures won1–3FDL wins · of 6 · 5Y

$10,000 · 5Y$19,804FDL · JEPI $14,510

Lowest cost0.35%JEPI · $35 on $10k

Most income54.32%USOY · $5,432 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]USOY and FDL

Oil Enhanced Options Income ETF · $73MFirst Trust Morningstar Dividend Leaders Index Fund · $8.5B

[…]3 years · per year[…] · $18,551+22.9%

[…]5 years · per year[…] · $19,804+14.6%

1.12%Expense ratio$112 · $43 on $10k · lower wins0.43%

54.32%12-mo yield$5,432 · $361 on $10k3.61%

Cards for this view

USOY

Oil Enhanced Options Income

[…]

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,804

MeasureUSOYFDL

Fee1.12%0.43%

Cost on $10k a year$112$43

Yield54.32%3.61%

5 years, per year[…]+14.6%

3 years, per year[…]+22.9%

Worst drop · 1Y−25.5%−7.2%

Volatility · 1Y39.2%12.6%

#
1	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.61%	−0.5%	+24.3%	+27.8%	+22.9%	+14.6%	−7.2%	$8.5B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	AUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.32%	+3.0%	+58.5%	+55.6%	new	new	−25.5%	$73M

#
1	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.61%	−0.5%	+24.3%	+27.8%	+22.9%	+14.6%	−7.2%	$8.5B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	AUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.32%	+3.0%	+58.5%	+55.6%	new	new	−25.5%	$73M

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