Compare · 2 funds side by side · dividends reinvested

OUSM and CGDV

OUSMALPS×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,440OUSM · best of the two

02 / 04

OUSM and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.4

ALPS O'Shares U.S. Small-Cap Quality Dividend ETFIncome · Dividend stocks0.48%1.96%+14.2%+15.4%+16.0%+8.3%−9.2%13.0%$820M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: OUSM 2016 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $820M$15,440

OUSM

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OUSMMeasureCGDV

+14.2%Year to dateJan 1 → Nov 4+13.0%

+15.4%1 yearTotal return+16.1%

+16.0%3 years · per year$10,000 became $15,600 · $19,988+26.0%

+8.3%5 years · per year$10,000 became $14,870 · […][…]

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

1.96%Trailing 12-mo yield$196 · $123 a year on $10k1.23%

−9.2%Worst dropSmaller is better−9.7%

13.0%VolatilityLower is calmer12.6%

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

3–4CGDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OUSM vs CGDV: Top 5 Holdings

Today

OUSM

11.1%in top 5

CGDV

in top 524.6%

OUSMStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

2.3%BMInot top 5

2.3%CONnot top 5

2.2%LECOnot top 5

2.2%HASnot top 5

2.2%AOSnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

OUSM vs CGDV Returns, Every Period

ALPSOUSM

+15.4%

past year

CGDVCapital Group

+16.1%

past year

OUSMCGDVFaded: behind in that period

1–2CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

OUSM vs CGDV

YTD

ALPSOUSM

+14.2%

CGDVCapital Group

+13.0%

+14.2%Year to date+13.0%

−9.2%Worst drop · 1Y−9.7%

13.0%Volatility · 1Y12.6%

2.0%Yield1.2%

$820MAssets$38.8B

3–1OUSM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OUSM, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

OUSM0.48%$48

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OUSM, CGDV

1.96%highest, OUSM

FundTrailing yieldYield$10k

OUSM1.96%$196

CGDV1.23%$123

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$148most kept, OUSM

OUSM$196 − $48 = $148

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OUSM, CGDV

Today

0.0%most shared, OUSM and CGDV

OUSMCGDV

OUSM—0.0%

CGDV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

OUSMWorst drop−9.2%13.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OUSMCGDV

+14.2%Year to date+13.0%

2.0%Yield1.2%

+15.4%Past year+16.1%

0.48%Fee0.33%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026