Compare · 3 funds side by side · dividends reinvested

OUSA, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

OUSA, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

ALPS Funds O’Shares U.S. Quality Dividend ETFIncome · Dividend stocks0.48%1.30%+14.4%+18.9%+18.4%+10.2%−8.4%11.1%$760M2.8

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 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Funds O’Shares U.S. Quality Dividend ETF · $760M$15,825

OUSA

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 47.4% in common

OUSAMeasureVIG

+14.4%Year to dateJan 1 → Nov 5+16.4%

+18.9%1 yearTotal return+18.9%

+18.4%3 years · per year$10,000 became $16,590 · $17,533+20.6%

+10.2%5 years · per year$10,000 became $16,279 · $17,005+11.2%

0.48%Expense ratio$48 · $4 a year on $10k · lower is better0.04%

1.30%Trailing 12-mo yield$130 · $144 a year on $10k1.44%

−8.4%Worst dropSmaller is better−7.9%

11.1%VolatilityLower is calmer10.2%

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

0–7VIG 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 VIG: Top 5 Holdings

Today

OUSA

25.5%in top 5

VIG

in top 522.1%

OUSAStockVIG

5.5%Vnot top 5

5.2%MSFT4.9%

5.1%MAnot top 5

4.9%AAPL4.9%

4.8%JNJnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common47.4%

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

OUSA vs VIG Returns, Every Period

ALPSOUSA

+10.2%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

OUSAVIGFaded: behind in that period

0–3VIG wins

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

OUSA vs SCHD

YTD

ALPSOUSA

+14.4%

SCHDSchwab

+35.3%

+14.4%Year to date+35.3%

−8.4%Worst drop · 1Y−6.9%

11.1%Volatility · 1Y11.5%

1.3%Yield2.9%

$760MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: OUSA, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

OUSA0.48%$48

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

Yields: OUSA, VIG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

OUSA1.30%$130

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

OUSA$130 − $48 = $82

KeptFee

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

Overlap: OUSA, VIG, SCHD

Today

47.4%most shared, OUSA and VIG

OUSAVIGSCHD

OUSA—47.4%23.7%

VIG47.4%—14.5%

SCHD23.7%14.5%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

OUSAWorst drop−8.4%11.1% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

SCHDVIG

+35.3%Year to date+16.4%

2.9%Yield1.4%

+41.6%Past year+18.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026