Compare · 3 funds side by side · dividends reinvested

OUSA, USOY 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, USOY 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%$120B1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.0

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%$737M2.3

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 · USOY 2024 · 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

USOY

Oil Enhanced Options Income ETF · $75M[…]

$10,000 five years ago, dividends reinvested

OUSAMeasureUSOY

+12.9%Year to dateJan 1 → Nov 9+56.2%

+17.5%1 yearTotal return+56.2%

+16.6%3 years · per year$10,000 became $15,854 · […][…]

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

0.48%Expense ratio$48 · $112 a year on $10k · lower is better1.12%

1.31%Trailing 12-mo yield$131 · $5,519 a year on $10k55.19%

−8.4%Worst dropSmaller is better−25.5%

11.4%VolatilityLower is calmer39.1%

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

3–3Level

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 USOY: Top 5 Holdings

Today

OUSA

25.6%in top 5

USOY

in top 5[…]

OUSAStockUSOY

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

Held in common[…]

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

OUSA vs USOY Returns, Every Period

ALPSOUSA

+17.5%

past year

USOYDefiance

+56.2%

past year

OUSAUSOYFaded: behind in that period

0–2USOY wins

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

OUSA vs USOY

YTD

ALPSOUSA

+12.9%

USOYDefiance

+56.2%

+12.9%Year to date+56.2%

−8.4%Worst drop · 1Y−25.5%

11.4%Volatility · 1Y39.1%

1.3%Yield55.2%

$737MAssets$74.7M

2–2level

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

Cost, Income and Risk

Fees: OUSA, USOY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

OUSA0.48%$48

USOY1.12%$112

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

Yields: OUSA, USOY, SCHD

55.19%highest, USOY

FundTrailing yieldYield$10k

USOY55.19%$5,519

SCHD2.96%$296

OUSA1.31%$131

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

Income After Fees on $10,000

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

SCHD$296 − $6 = $290

OUSA$131 − $48 = $83

KeptFee

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

Overlap: OUSA, USOY, SCHD

Today

23.8%most shared, OUSA and SCHD

OUSAUSOYSCHD

OUSA—[…]23.8%

USOY[…]—[…]

SCHD23.8%[…]—

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

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

OUSAWorst drop−8.4%11.4% vol

SCHDWorst drop−6.9%11.8% vol

USOYWorst drop−25.5%39.1% vol

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

Paid More vs Made More

YTD

USOYSCHD

+56.2%Year to date+33.2%

55.2%Yield3.0%

+56.2%Past year+39.1%

1.12%Fee0.06%

3–1USOY 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