Compare · 3 funds side by side · dividends reinvested

OUSM, SPYM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeOUSM · 1.93% · $193 a year on $10k

Story of the three · RiskSmallest drop

OUSM, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.8

ALPS O'Shares U.S. Small-Cap Quality Dividend ETFIncome · Dividend stocks0.48%1.93%+15.9%+16.5%+14.8%+8.1%−9.2%13.4%$827M2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: OUSM 2016 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $827M$14,790

OUSM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

OUSM

More Ways to See the Pairs

OUSM vs SPYM: Top 5 Holdings

Today

OUSM

11.4%in top 5

SPYM

in top 526.9%

OUSMStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: OUSM, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

OUSM0.48%$48

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: OUSM, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SPYM

+15.9%Year to dateJan 1 → Nov 11+12.4%

+16.5%1 yearTotal return+12.8%

+14.8%3 years · per year$10,000 became $15,112 · $18,134+21.9%

+8.1%5 years · per year$10,000 became $14,790 · $17,537+11.9%

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

1.93%Trailing 12-mo yield$193 · $102 a year on $10k1.02%

−9.2%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

2.4%BMInot top 5

2.4%CONnot top 5

2.2%EHCnot top 5

2.2%HASnot top 5

2.2%AOSnot top 5

Held in common0.3%

End-of-day Nov 11, 2026 · share of each fund

OUSM vs SPYM Returns, Every Period

5Y

ALPSOUSM

+8.1%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

OUSMSPYMFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Core: OUSM vs IVV

YTD

ALPSOUSM

+15.9%

IVViShares

+12.3%

+15.9%Year to date+12.3%

−9.2%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.7%

1.9%Yield1.1%

$827MAssets$883B

3–1OUSM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.93%highest, OUSM

FundTrailing yieldYield$10k

OUSM1.93%$193

IVV1.10%$110

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$145most kept, OUSM

OUSM$193 − $48 = $145

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OUSM, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

OUSMSPYMIVV

OUSM—0.3%0.3%

SPYM0.3%—99.9%

IVV0.3%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.5%OUSM, at 13.4% volatility

OUSMWorst drop−9.2%13.4% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

OUSMSPYM

+15.9%Year to date+12.4%

1.9%Yield1.0%

+16.5%Past year+12.8%

0.48%Fee0.02%

3–1OUSM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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OUSM, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three