USOY vs SWP

AUSOY

BSWP

Measures won1–3SWP wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

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 SWP

USOY

SWP

Oil Enhanced Options Income ETF · $73MManager Directed Portfolios - SWP Growth & Income ETF · $148M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

53.52%12-mo yield$5,352 · $980 on $10k9.80%

−25.5%Worst dropSmaller wins−10.0%

39.0%VolatilityLower wins12.9%

1–3SWP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSOY · SWP

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$73M
3	BSWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$148M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$73M
3	BSWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.80%	+0.3%	+3.0%	+4.6%	new	new	−10.0%	$148M

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 SWP

USOY

Oil Enhanced Options Income

[…]

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

MeasureUSOYSWP

Fee1.12%0.99%

Cost on $10k a year$112$99

Yield53.52%9.80%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−25.5%−10.0%

Volatility · 1Y39.0%12.9%

3–1measures won
SWP 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USOY, SWP, SCHD

Today

2.8%most shared, SWP and SCHD

USOYSWPSCHD

USOY—[…][…]

SWP[…]—2.8%

SCHD[…]2.8%—

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

SWP$980 − $99 = $881

SCHD$300 − $6 = $294

KeptFee

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