Compare · 2 funds side by side · dividends reinvested

OUSM and SMMV

OUSMALPS×SMMViShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,724OUSM · best of the two

Story of the two · IncomeMost incomeOUSM · 1.95% · $195 a year on $10k

Story of the two · RiskSmallest drop

OUSM and SMMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS O'Shares U.S. Small-Cap Quality Dividend ETFIncome · Dividend stocks0.48%1.95%+15.1%+15.3%+14.7%+8.0%−9.2%13.4%$827M1.4

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.2%+11.9%+14.3%+5.6%−7.0%9.8%$282M1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: OUSM 2016 · SMMV 2016

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $282M$13,128

SMMV

OUSM

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $827M$14,724

$10,000 five years ago, dividends reinvested · they hold 20.5% in common

SMMVMeasureOUSM

+10.2%

More Ways to See the Pairs

SMMV vs OUSM: Top 5 Holdings

Today

SMMV

6.9%in top 5

OUSM

in top 511.5%

SMMVStockOUSM

not top 5CON2.4%

not top 5BMI2.4%

not top 5HAS2.3%

not top 5EHC2.2%

not top 5LECO2.2%

Cost, Income and Risk

Fees: OUSM, SMMV

Today

0.20%lowest, SMMV

FundExpense ratioFee$10k

SMMV0.20%$20

OUSM0.48%$48

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: OUSM, SMMV

1Y

1.95%highest, OUSM

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+15.1%

+11.9%1 yearTotal return+15.3%

+14.3%3 years · per year$10,000 became $14,918 · $15,082+14.7%

+5.6%5 years · per year$10,000 became $13,128 · $14,724+8.0%

0.20%Expense ratio$20 · $48 a year on $10k · lower is better0.48%

1.56%Trailing 12-mo yield$156 · $195 a year on $10k1.95%

−7.0%Worst dropSmaller is better−9.2%

9.8%VolatilityLower is calmer13.4%

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

3–5OUSM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%ADCnot top 5

Held in common20.5%

End-of-day Nov 12, 2026 · share of each fund

SMMV vs OUSM Returns, Every Period

5Y

iSharesSMMV

+5.6%

5 years, per year

OUSMALPS

+8.0%

5 years, per year

SMMVOUSMFaded: behind in that period

0–4OUSM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMMV vs OUSM

YTD

iSharesSMMV

+10.2%

OUSMALPS

+15.1%

+10.2%Year to date+15.1%

−7.0%Worst drop · 1Y−9.2%

9.8%Volatility · 1Y13.4%

1.6%Yield1.9%

$282MAssets$827M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

OUSM1.95%$195

SMMV1.56%$156

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

Income After Fees on $10,000

1Y

$147most kept, OUSM

OUSM$195 − $48 = $147

SMMV$156 − $20 = $136

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: OUSM, SMMV

Today

20.5%most shared, OUSM and SMMV

OUSMSMMV

OUSM—20.5%

SMMV20.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.3%OUSM, at 13.4% volatility

SMMVWorst drop−7.0%9.8% vol

OUSMWorst drop−9.2%13.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

OUSMSMMV

+15.1%Year to date+10.2%

1.9%Yield1.6%

+15.3%Past year+11.9%

0.48%Fee0.20%

3–1OUSM wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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OUSM and SMMV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two