Compare · 2 funds side by side · dividends reinvested

OUSM and SPYM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

OUSM and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS O'Shares U.S. Small-Cap Quality Dividend ETFIncome · Dividend stocks0.48%1.96%+14.1%+15.8%+15.4%+8.3%−9.2%13.3%$836M1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: OUSM 2016 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $836M$14,912

OUSM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

OUSMMeasureSPYM

+14.1%Year to dateJan 1 → Nov 5+8.4%

+15.8%1 yearTotal return+9.8%

+15.4%3 years · per year$10,000 became $15,354 · $18,222+22.1%

+8.3%5 years · per year$10,000 became $14,912 · $17,164+11.4%

0.48%Expense ratio$48 · $2 a year on $10k · lower is better0.02%

1.96%Trailing 12-mo yield$196 · $106 a year on $10k1.06%

−9.2%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

OUSM vs SPYM: Top 5 Holdings

Today

OUSM

11.5%in top 5

SPYM

in top 527.7%

OUSMStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.5%BMInot top 5

2.4%CONnot top 5

2.2%AOSnot top 5

2.2%EHCnot top 5

2.2%HASnot top 5

Held in common0.3%

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

OUSM vs SPYM Returns, Every Period

ALPSOUSM

+8.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

OUSMSPYMFaded: behind in that period

2–2Level

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

Income vs Core: OUSM vs SPYM

YTD

ALPSOUSM

+14.1%

SPYMSPDR

+8.4%

+14.1%Year to date+8.4%

−9.2%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.6%

2.0%Yield1.1%

$836MAssets$182B

3–1OUSM wins

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

Cost, Income and Risk

Fees: OUSM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

OUSM0.48%$48

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

Yields: OUSM, SPYM

1.96%highest, OUSM

FundTrailing yieldYield$10k

OUSM1.96%$196

SPYM1.06%$106

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

Income After Fees on $10,000

$148most kept, OUSM

OUSM$196 − $48 = $148

SPYM$106 − $2 = $104

KeptFee

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

Overlap: OUSM, SPYM

Today

0.3%most shared, OUSM and SPYM

OUSMSPYM

OUSM—0.3%

SPYM0.3%—

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

Return vs Bumpiness: 2 ETFs

+15.8%OUSM, at 13.3% volatility

OUSMWorst drop−9.2%13.3% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

OUSMSPYM

+14.1%Year to date+8.4%

2.0%Yield1.1%

+15.8%Past year+9.8%

0.48%Fee0.02%

3–1OUSM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026