Compare · 3 funds side by side · dividends reinvested

OUSA, CGDV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

OUSA, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.3

ALPS Funds O’Shares U.S. Quality Dividend ETFIncome · Dividend stocks0.48%1.30%+14.4%+18.9%+18.4%+10.2%−8.4%11.1%$760M2.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: OUSA 2015 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Funds O’Shares U.S. Quality Dividend ETF · $760M$16,279

OUSA

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

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

OUSAMeasureCGDV

+14.4%Year to dateJan 1 → Nov 4+14.6%

+18.9%1 yearTotal return+17.5%

+18.4%3 years · per year$10,000 became $16,590 · $20,044+26.1%

+10.2%5 years · per year$10,000 became $16,279 · […][…]

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

1.30%Trailing 12-mo yield$130 · $122 a year on $10k1.22%

−8.4%Worst dropSmaller is better−9.7%

11.1%VolatilityLower is calmer12.6%

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

4–3OUSA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OUSA vs CGDV: Top 5 Holdings

Today

OUSA

25.1%in top 5

CGDV

in top 524.6%

OUSAStockCGDV

5.0%MSFT6.6%

not top 5NVDA6.3%

5.4%Vnot top 5

5.1%MAnot top 5

4.8%AAPLnot top 5

4.8%JNJnot top 5

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

Held in common29.2%

End-of-day Nov 4, 2026 · share of each fund

OUSA vs CGDV Returns, Every Period

ALPSOUSA

+18.9%

past year

CGDVCapital Group

+17.5%

past year

OUSACGDVFaded: behind in that period

1–2CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

OUSA vs SCHD

YTD

ALPSOUSA

+14.4%

SCHDSchwab

+35.3%

+14.4%Year to date+35.3%

−8.4%Worst drop · 1Y−6.9%

11.1%Volatility · 1Y11.5%

1.3%Yield2.9%

$760MAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OUSA, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

OUSA0.48%$48

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OUSA, CGDV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

OUSA1.30%$130

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

OUSA$130 − $48 = $82

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OUSA, CGDV, SCHD

Today

29.2%most shared, OUSA and CGDV

OUSACGDVSCHD

OUSA—29.2%23.8%

CGDV29.2%—5.7%

SCHD23.8%5.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

OUSAWorst drop−8.4%11.1% vol

SCHDWorst drop−6.9%11.5% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCGDV

+35.3%Year to date+14.6%

2.9%Yield1.2%

+41.6%Past year+17.5%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026