USOY vs FPFD

AUSOY

BFPFD

Measures won1–3FPFD wins · of 6 · 5Y

$10,000 · 5Y$10,418FPFD

Lowest cost0.59%FPFD · $59 on $10k

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

Smallest drop−4.8%FPFD · worst fall in 1Y

Held in common[…]USOY and FPFD

USOY

FPFD

Oil Enhanced Options Income ETF · $79MFidelity Preferred Securities & Income ETF · $76M

[…]3 years · per year[…] · $12,359+7.3%

[…]5 years · per year[…] · $10,418+0.8%

1.12%Expense ratio$112 · $59 on $10k · lower wins0.59%

54.64%12-mo yield$5,464 · $577 on $10k5.77%

−25.5%Worst dropSmaller wins−4.8%

39.0%VolatilityLower wins3.3%

1–3FPFD wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSOY · FPFD

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	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.77%	−0.5%	−1.9%	−1.7%	+7.3%	+0.8%	−4.8%	$76M
2	AUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M

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	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.77%	−0.5%	−1.9%	−1.7%	+7.3%	+0.8%	−4.8%	$76M
2	AUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M

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

USOY vs FPFD

USOY

Oil Enhanced Options Income

[…]

FPFD

Fidelity Preferred Securities & Income

$10,418

MeasureUSOYFPFD

Fee1.12%0.59%

Cost on $10k a year$112$59

Yield54.64%5.77%

5 years, per year[…]+0.8%

3 years, per year[…]+7.3%

Worst drop · 1Y−25.5%−4.8%

Volatility · 1Y39.0%3.3%

3–1measures won
FPFD 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USOY, FPFD

Today

[…]holdings […]

USOYFPFD

USOY—[…]

FPFD[…]—

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

FPFD$577 − $59 = $518

KeptFee

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