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$16,459SCHD · 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%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

ALPS Funds O’Shares U.S. Quality Dividend ETFIncome · Dividend stocks0.48%1.31%+12.9%+17.5%+16.6%+9.8%−8.4%11.4%$737M2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.6

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

End-of-day Nov 9, 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 · $737M$15,976

OUSA

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 23.8% in common

OUSAMeasureSCHD

+12.9%Year to dateJan 1 → Nov 9+33.2%

+17.5%1 yearTotal return+39.1%

+16.6%3 years · per year$10,000 became $15,854 · $17,123+19.6%

+9.8%5 years · per year$10,000 became $15,976 · $16,459+10.5%

0.48%Expense ratio$48 · $6 a year on $10k · lower is better0.06%

1.31%Trailing 12-mo yield$131 · $296 a year on $10k2.96%

−8.4%Worst dropSmaller is better−6.9%

11.4%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OUSA vs SCHD: Top 5 Holdings

Today

OUSA

25.6%in top 5

SCHD

in top 521.4%

OUSAStockSCHD

5.5%Vnot top 5

5.1%MSFTnot top 5

5.1%MAnot top 5

5.0%AAPLnot top 5

4.9%JNJnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common23.8%

End-of-day Nov 9, 2026 · share of each fund

OUSA vs SCHD Returns, Every Period

ALPSOUSA

+9.8%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

OUSASCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

OUSA vs SCHD

YTD

ALPSOUSA

+12.9%

SCHDSchwab

+33.2%

+12.9%Year to date+33.2%

−8.4%Worst drop · 1Y−6.9%

11.4%Volatility · 1Y11.8%

1.3%Yield3.0%

$737MAssets$120B

3–1SCHD wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: OUSA, CGDV, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

OUSA1.31%$131

CGDV1.24%$124

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

OUSA$131 − $48 = $83

KeptFee

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

Overlap: OUSA, CGDV, SCHD

Today

29.3%most shared, OUSA and CGDV

OUSACGDVSCHD

OUSA—29.3%23.8%

CGDV29.3%—5.8%

SCHD23.8%5.8%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

OUSAWorst drop−8.4%11.4% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDOUSA

+33.2%Year to date+12.9%

3.0%Yield1.3%

+39.1%Past year+17.5%

0.06%Fee0.48%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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