YMAX vs USOY

AYMAX

BUSOY

Measures won3–1YMAX wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost1.12%USOY · $112 on $10k

Most income63.64%YMAX · $6,364 on $10k

Smallest drop−21.8%YMAX · worst fall in 1Y

Held in common[…]YMAX and USOY

YMAX

USOY

YieldMax Universe Fund of Option Income ETFs · $332MOil Enhanced Options Income ETF · $79M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.33%Expense ratio$133 · $112 on $10k · lower wins1.12%

63.64%12-mo yield$6,364 · $5,464 on $10k54.64%

−21.8%Worst dropSmaller wins−25.5%

26.0%VolatilityLower wins39.0%

3–1YMAX wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsYMAX · USOY

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						3Y/yr	5Y/yr
1	AYMAX	YieldMax Universe Fund of Option Income ETFsRead Desk		1.33%	63.64%	−6.5%	−3.0%	−8.4%	new	new	−21.8%	$332M
2	BUSOY	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						3Y/yr	5Y/yr
1	AYMAX	YieldMax Universe Fund of Option Income ETFsRead Desk		1.33%	63.64%	−6.5%	−3.0%	−8.4%	new	new	−21.8%	$332M
2	BUSOY	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

YMAX vs USOY

YMAX

YieldMax Universe Fund of Option Income ETFs

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureYMAXUSOY

Fee1.33%1.12%

Cost on $10k a year$133$112

Yield63.64%54.64%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−21.8%−25.5%

Volatility · 1Y26.0%39.0%

3–1measures won
YMAX 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: YMAX, USOY

Today

[…]holdings […]

YMAXUSOY

YMAX—[…]

USOY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$6,231most kept, YMAX

YMAX$6,364 − $133 = $6,231

USOY$5,464 − $112 = $5,352

KeptFee

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