YMAX vs USOY

AYMAX

BUSOY

Measures won3–1YMAX wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income61.02%YMAX · $6,102 on $10k

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

Held in common[…]YMAX and USOY

YMAX

USOY

YieldMax Universe Fund of Option Income ETFs · $317MOil Enhanced Options Income ETF · $75M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

61.02%12-mo yield$6,102 · $5,424 on $10k54.24%

−21.3%Worst dropSmaller wins−25.5%

26.0%VolatilityLower wins39.1%

3–1YMAX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsYMAX · USOY

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

Held in common[…]

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AYMAX	YieldMax Universe Fund of Option Income ETFsRead Desk	1.33%	61.02%	+2.4%	+1.2%	−2.4%	new	new	−21.3%	$317M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.24%	−3.0%	+56.2%	+56.2%	new	new	−25.5%	$75M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AYMAX	YieldMax Universe Fund of Option Income ETFsRead Desk	1.33%	61.02%	+2.4%	+1.2%	−2.4%	new	new	−21.3%	$317M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.24%	−3.0%	+56.2%	+56.2%	new	new	−25.5%	$75M

End-of-day Nov 9, 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

Yield61.02%54.24%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−21.3%−25.5%

Volatility · 1Y26.0%39.1%

3–1measures won
YMAX first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: YMAX, USOY, SCHD

Today

0.0%most shared, YMAX and SCHD

YMAXUSOYSCHD

YMAX—[…]0.0%

USOY[…]—[…]

SCHD0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,969most kept, YMAX

YMAX$6,102 − $133 = $5,969

USOY$5,424 − $112 = $5,312

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee