Compare · 3 funds side by side · dividends reinvested

OUSA, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

OUSA, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Funds O’Shares U.S. Quality Dividend ETFIncome · Dividend stocks0.48%1.33%+11.9%+16.1%+17.2%+9.6%−8.4%11.3%$742M1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: OUSA 2015 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Funds O’Shares U.S. Quality Dividend ETF · $742M$15,825

OUSA

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 38.6% in common

OUSAMeasureIVV

+11.9%Year to dateJan 1 → Nov 5+8.4%

+16.1%1 yearTotal return+9.7%

+17.2%3 years · per year$10,000 became $16,105 · $18,221+22.1%

+9.6%5 years · per year$10,000 became $15,825 · $17,151+11.4%

0.48%Expense ratio$48 · $3 a year on $10k · lower is better0.03%

1.33%Trailing 12-mo yield$133 · $114 a year on $10k1.14%

−8.4%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer13.6%

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

5–3OUSA wins

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

More Ways to See the Pairs

OUSA vs IVV: Top 5 Holdings

Today

OUSA

25.5%in top 5

IVV

in top 527.7%

OUSAStockIVV

4.9%AAPL7.7%

not top 5NVDA7.3%

5.2%MSFT6.2%

5.5%Vnot top 5

5.1%MAnot top 5

4.8%JNJnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common38.6%

End-of-day Nov 5, 2026 · share of each fund

OUSA vs IVV Returns, Every Period

ALPSOUSA

+9.6%

5 years, per year

IVViShares

+11.4%

5 years, per year

OUSAIVVFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: OUSA vs IVV

YTD

ALPSOUSA

+11.9%

IVViShares

+8.4%

+11.9%Year to date+8.4%

−8.4%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.6%

1.3%Yield1.1%

$742MAssets$850B

4–0OUSA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OUSA, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

OUSA0.48%$48

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OUSA, IVV, SPY

1.33%highest, OUSA

FundTrailing yieldYield$10k

OUSA1.33%$133

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

OUSA$133 − $48 = $85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OUSA, IVV, SPY

Today

99.9%most shared, IVV and SPY

OUSAIVVSPY

OUSA—38.6%38.6%

IVV38.6%—99.9%

SPY38.6%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.1%OUSA, at 11.3% volatility

OUSAWorst drop−8.4%11.3% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OUSAIVV

+11.9%Year to date+8.4%

1.3%Yield1.1%

+16.1%Past year+9.7%

0.48%Fee0.03%

3–1OUSA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026