Compare · 2 funds side by side · dividends reinvested

OUSA and CGDV

OUSAALPS×CGDVCapital Group×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,767OUSA · best of the two

Story of the two · IncomeMost incomeOUSA · 1.31% · $131 a year on $10k

Story of the two · RiskSmallest drop

OUSA and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Funds O’Shares U.S. Quality Dividend ETFIncome · Dividend stocks0.48%1.31%+13.2%+15.4%+16.3%+9.5%−8.4%11.4%$751M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.2B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: OUSA 2015 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $39.2B[…]

CGDV

OUSA

ALPS Funds O’Shares U.S. Quality Dividend ETF · $751M$15,767

$10,000 five years ago, dividends reinvested · they hold 29.0% in common

CGDVMeasureOUSA

+12.3%

More Ways to See the Pairs

CGDV vs OUSA: Top 5 Holdings

Today

CGDV

24.0%in top 5

OUSA

in top 525.3%

CGDVStockOUSA

6.6%MSFT4.9%

5.3%NVDAnot top 5

not top 5V5.3%

not top 5AAPL5.1%

not top 5MA

Cost, Income and Risk

Fees: OUSA, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

OUSA0.48%$48

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: OUSA, CGDV

1Y

1.31%highest, OUSA

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+13.2%

+13.2%1 yearTotal return+15.4%

+23.5%3 years · per year$10,000 became $18,844 · $15,725+16.3%

[…]5 years · per year$10,000 became […] · $15,767+9.5%

0.33%Expense ratio$33 · $48 a year on $10k · lower is better0.48%

1.24%Trailing 12-mo yield$124 · $131 a year on $10k1.31%

−9.7%Worst dropSmaller is better−8.4%

13.5%VolatilityLower is calmer11.4%

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

2–5OUSA wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

not top 5JNJ5.0%

4.7%AVGOnot top 5

4.0%METAnot top 5

3.3%ORCLnot top 5

Held in common29.0%

End-of-day Nov 13, 2026 · share of each fund

CGDV vs OUSA Returns, Every Period

1Y

Capital GroupCGDV

+13.2%

past year

OUSAALPS

+15.4%

past year

CGDVOUSAFaded: behind in that period

1–2OUSA wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CGDV vs OUSA

YTD

Capital GroupCGDV

+12.3%

OUSAALPS

+13.2%

+12.3%Year to date+13.2%

−9.7%Worst drop · 1Y−8.4%

13.5%Volatility · 1Y11.4%

1.2%Yield1.3%

$39.2BAssets$751M

4–0OUSA wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

OUSA1.31%$131

CGDV1.24%$124

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$91most kept, CGDV

CGDV$124 − $33 = $91

OUSA$131 − $48 = $83

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: OUSA, CGDV

Today

29.0%most shared, OUSA and CGDV

OUSACGDV

OUSA—29.0%

CGDV29.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.4%OUSA, at 11.4% volatility

OUSAWorst drop−8.4%11.4% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

OUSACGDV

+13.2%Year to date+12.3%

1.3%Yield1.2%

+15.4%Past year+13.2%

0.48%Fee0.33%

3–1OUSA wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

Loading…

OUSA and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two