Compare · 3 funds side by side · dividends reinvested

OUSM, CGDV and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

OUSM, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

ALPS O'Shares U.S. Small-Cap Quality Dividend ETFIncome · Dividend stocks0.48%1.98%+13.0%+13.6%+14.8%+8.0%−9.2%13.3%$819M2.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: OUSM 2016 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $819M$14,700

OUSM

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

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

OUSMMeasureCGDV

+13.0%Year to dateJan 1 → Nov 6+9.6%

+13.6%1 yearTotal return+12.9%

+14.8%3 years · per year$10,000 became $15,110 · $18,840+23.5%

+8.0%5 years · per year$10,000 became $14,700 · […][…]

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

1.98%Trailing 12-mo yield$198 · $127 a year on $10k1.27%

−9.2%Worst dropSmaller is better−9.7%

13.3%VolatilityLower is calmer13.4%

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

5–2OUSM wins

End-of-day Nov 6, 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

11.6%in top 5

CGDV

in top 523.9%

OUSMStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

2.5%BMInot top 5

2.4%CONnot top 5

2.3%AOSnot top 5

2.2%EHCnot top 5

2.2%UHSnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

OUSM vs CGDV Returns, Every Period

ALPSOUSM

+13.6%

past year

CGDVCapital Group

+12.9%

past year

OUSMCGDVFaded: behind in that period

2–1OUSM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

OUSM vs VIG

YTD

ALPSOUSM

+13.0%

VIGVanguard

+12.1%

+13.0%Year to date+12.1%

−9.2%Worst drop · 1Y−7.9%

13.3%Volatility · 1Y10.8%

2.0%Yield1.5%

$819MAssets$109B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OUSM, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

OUSM0.48%$48

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OUSM, CGDV, VIG

1.98%highest, OUSM

FundTrailing yieldYield$10k

OUSM1.98%$198

VIG1.50%$150

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$150most kept, OUSM

OUSM$198 − $48 = $150

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OUSM, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

OUSMCGDVVIG

OUSM—0.0%1.3%

CGDV0.0%—29.4%

VIG1.3%29.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

OUSMWorst drop−9.2%13.3% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OUSMVIG

+13.0%Year to date+12.1%

2.0%Yield1.5%

+13.6%Past year+14.3%

0.48%Fee0.04%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026