Compare · 3 funds side by side · dividends reinvested

OUSA, CGDV and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

OUSA, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.1

ALPS Funds O’Shares U.S. Quality Dividend ETFIncome · Dividend stocks0.48%1.34%+10.9%+14.6%+16.6%+9.4%−8.4%11.3%$742M2.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: OUSA 2015 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Funds O’Shares U.S. Quality Dividend ETF · $742M$15,655

OUSA

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 29.4% in common

OUSAMeasureCGDV

+10.9%Year to dateJan 1 → Nov 6+9.6%

+14.6%1 yearTotal return+12.9%

+16.6%3 years · per year$10,000 became $15,867 · $18,840+23.5%

+9.4%5 years · per year$10,000 became $15,655 · […][…]

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

1.34%Trailing 12-mo yield$134 · $127 a year on $10k1.27%

−8.4%Worst dropSmaller is better−9.7%

11.3%VolatilityLower is calmer13.4%

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

5–2OUSA wins

End-of-day Nov 6, 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

25.5%in top 5

CGDV

in top 523.9%

OUSAStockCGDV

5.1%MSFT7.0%

not top 5NVDA5.7%

5.4%Vnot top 5

5.1%MAnot top 5

5.0%AAPLnot top 5

4.8%JNJnot top 5

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common29.4%

End-of-day Nov 6, 2026 · share of each fund

OUSA vs CGDV Returns, Every Period

ALPSOUSA

+14.6%

past year

CGDVCapital Group

+12.9%

past year

OUSACGDVFaded: behind in that period

2–1OUSA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

OUSA vs VYM

YTD

ALPSOUSA

+10.9%

VYMVanguard

+12.8%

+10.9%Year to date+12.8%

−8.4%Worst drop · 1Y−6.7%

11.3%Volatility · 1Y10.6%

1.3%Yield2.3%

$742MAssets$78.9B

4–0VYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OUSA, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

OUSA0.48%$48

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OUSA, CGDV, VYM

2.31%highest, VYM

FundTrailing yieldYield$10k

VYM2.31%$231

OUSA1.34%$134

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

OUSA$134 − $48 = $86

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OUSA, CGDV, VYM

Today

32.8%most shared, OUSA and VYM

OUSACGDVVYM

OUSA—29.4%32.8%

CGDV29.4%—22.8%

VYM32.8%22.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

OUSAWorst drop−8.4%11.3% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VYMOUSA

+12.8%Year to date+10.9%

2.3%Yield1.3%

+16.5%Past year+14.6%

0.04%Fee0.48%

4–0VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026