USOY vs FDL

AUSOY

BFDL

Measures won1–3FDL wins · of 6 · 5Y

$10,000 · 5Y$19,777FDL · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income53.52%USOY · $5,352 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]USOY and FDL

USOY

FDL

Oil Enhanced Options Income ETF · $75MFirst Trust Morningstar Dividend Leaders Index Fund · $8.4B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…] · $19,777+14.6%

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

53.52%12-mo yield$5,352 · $364 on $10k3.64%

−25.5%Worst dropSmaller wins−7.2%

39.0%VolatilityLower wins12.7%

1–3FDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSOY · FDL

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

Held in common[…]

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

All Three

5Y3 funds

#
1	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.64%	−1.2%	+23.5%	+30.6%	+23.5%	+14.6%	−7.2%	$8.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$75M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.64%	−1.2%	+23.5%	+30.6%	+23.5%	+14.6%	−7.2%	$8.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$75M

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

USOY vs FDL

USOY

Oil Enhanced Options Income

[…]

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,777

MeasureUSOYFDL

Fee1.12%0.43%

Cost on $10k a year$112$43

Yield53.52%3.64%

5 years, per year[…]+14.6%

3 years, per year[…]+23.5%

Worst drop · 1Y−25.5%−7.2%

Volatility · 1Y39.0%12.7%

3–1measures won
FDL first

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USOY, FDL, SCHD

Today

35.6%most shared, FDL and SCHD

USOYFDLSCHD

USOY—[…][…]

FDL[…]—35.6%

SCHD[…]35.6%—

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

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

FDL$364 − $43 = $321

SCHD$300 − $6 = $294

KeptFee

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