USOY vs SWP

AUSOY

BSWP

Measures won1–3SWP wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income55.26%USOY · $5,526 on $10k

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

Held in common[…]USOY and SWP

Oil Enhanced Options Income ETF · $72MManager Directed Portfolios - SWP Growth & Income ETF · $145M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.12%Expense ratio$112 · $99 on $10k · lower wins0.99%

55.26%12-mo yield$5,526 · $953 on $10k9.53%

Cards for this view

USOY

Oil Enhanced Options Income

[…]

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

MeasureUSOYSWP

Fee1.12%0.99%

Cost on $10k a year$112$99

Yield55.26%9.53%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−25.5%−10.0%

Volatility · 1Y39.2%13.2%

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	AUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	55.26%	+3.0%	+58.5%	+55.6%	new	new	−25.5%	$72M
3	BSWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.53%	−0.4%	+5.8%	+6.2%	new	new	−10.0%	$145M

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	AUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	55.26%	+3.0%	+58.5%	+55.6%	new	new	−25.5%	$72M
3	BSWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.53%	−0.4%	+5.8%	+6.2%	new	new	−10.0%	$145M

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