Compare · 4 funds side by side · dividends reinvested

OUSA, CGDV, VIG and SCHD

OUSAALPS×CGDVCapital Group×VIGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

OUSA, CGDV, VIG 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%$122B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

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%$750M3.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B3.4

Rank among the four1st → 4thFee, 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 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Funds O’Shares U.S. Quality Dividend ETF · $750M$15,976

OUSA

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 29.3% in common

OUSAMeasureCGDV

+12.9%Year to dateJan 1 → Nov 9+12.1%

+17.5%1 yearTotal return+16.1%

+16.6%3 years · per year$10,000 became $15,854 · $18,934+23.7%

+9.8%5 years · per year$10,000 became $15,976 · […][…]

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 9, 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

25.6%in top 5

CGDV

in top 524.2%

OUSAStockCGDV

5.1%MSFT6.9%

not top 5NVDA5.9%

5.5%Vnot top 5

5.1%MAnot top 5

5.0%AAPLnot top 5

4.9%JNJnot top 5

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

Held in common29.3%

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

OUSA vs CGDV Returns, Every Period

ALPSOUSA

+17.5%

past year

CGDVCapital Group

+16.1%

past year

OUSACGDVFaded: behind in that period

2–1OUSA 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%

$750MAssets$122B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OUSA, CGDV, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

OUSA0.48%$48

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

Yields: OUSA, CGDV, VIG, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

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

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

OUSA$131 − $48 = $83

KeptFee

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

Overlap: OUSA, CGDV, VIG, SCHD

Today

47.4%most shared, OUSA and VIG

OUSACGDVVIGSCHD

OUSA—29.3%47.4%23.8%

CGDV29.3%—29.4%5.8%

VIG47.4%29.4%—14.5%

SCHD23.8%5.8%14.5%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

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

SCHDVIG

+33.2%Year to date+14.8%

3.0%Yield1.5%

+39.1%Past year+17.6%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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