Compare · 3 funds side by side · dividends reinvested

OUSA, CGDV and JEPI

OUSAALPS×CGDVCapital Group×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,880OUSA · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

OUSA, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Funds O’Shares U.S. Quality Dividend ETFIncome · Dividend stocks0.48%1.31%+13.1%+17.5%+16.4%+9.7%−8.4%11.4%$750M1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: OUSA 2015 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ALPS Funds O’Shares U.S. Quality Dividend ETF · $750M$15,880

OUSA

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 29.2% in common

OUSA

More Ways to See the Pairs

OUSA vs CGDV: Top 5 Holdings

Today

OUSA

25.6%in top 5

CGDV

in top 524.3%

OUSAStockCGDV

5.2%MSFT6.9%

not top 5NVDA5.6%

5.4%Vnot top 5

5.1%MAnot top 5

5.0%AAPL

Cost, Income and Risk

Fees: OUSA, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

OUSA0.48%$48

End-of-day Nov 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

CGDV

+13.1%Year to dateJan 1 → Nov 10+12.1%

+17.5%1 yearTotal return+15.4%

+16.4%3 years · per year$10,000 became $15,771 · $18,754+23.3%

+9.7%5 years · per year$10,000 became $15,880 · […][…]

0.48%Expense ratio$48 · $33 a year on $10k · lower is better0.33%

1.31%Trailing 12-mo yield$131 · $124 a year on $10k1.24%

−8.4%Worst dropSmaller is better−9.7%

11.4%VolatilityLower is calmer13.5%

OUSACGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2OUSA wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.9%JNJnot top 5

not top 5AVGO4.4%

not top 5META4.2%

not top 5GE3.2%

Held in common29.2%

End-of-day Nov 10, 2026 · share of each fund

OUSA vs CGDV Returns, Every Period

1Y

ALPSOUSA

+17.5%

past year

CGDVCapital Group

+15.4%

past year

OUSACGDVFaded: behind in that period

2–1OUSA wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

OUSA vs JEPI

YTD

ALPSOUSA

+13.1%

JEPIJ.P. Morgan

+7.6%

+13.1%Year to date+7.6%

−8.4%Worst drop · 1Y−6.7%

11.4%Volatility · 1Y9.0%

1.3%Yield7.9%

$750MAssets$45.2B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: OUSA, CGDV, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

OUSA1.31%$131

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

CGDV$124 − $33 = $91

OUSA$131 − $48 = $83

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: OUSA, CGDV, JEPI

Today

34.5%most shared, OUSA and JEPI

OUSACGDVJEPI

OUSA—29.2%34.5%

CGDV29.2%—27.3%

JEPI34.5%27.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.5%OUSA, at 11.4% volatility

JEPIWorst drop−6.7%9.0% vol

OUSAWorst drop−8.4%11.4% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIOUSA

+7.6%Year to date+13.1%

7.9%Yield1.3%

+10.6%Past year+17.5%

0.35%Fee0.48%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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OUSA, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: OUSA, CGDV, JEPI