Compare · 2 funds side by side · dividends reinvested

OUSM and VTV

OUSMALPS×VTVVanguard×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,803VTV · best of the two

Story of the two · IncomeMost incomeOUSM · 1.94% · $194 a year on $10k

Story of the two · RiskSmallest drop

OUSM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.1

ALPS O'Shares U.S. Small-Cap Quality Dividend ETFIncome · Dividend stocks0.48%1.94%+15.3%+16.1%+14.2%+8.2%−9.2%13.4%$826M1.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: OUSM 2016 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $826M$14,843

OUSM

VTV

Vanguard Morningstar Value ETF · $184B$17,803

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

OUSMMeasureVTV

+15.3%

More Ways to See the Pairs

OUSM vs VTV: Top 5 Holdings

Today

OUSM

11.4%in top 5

VTV

in top 515.8%

OUSMStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

2.4%BMInot top 5

Cost, Income and Risk

Fees: OUSM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

OUSM0.48%$48

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

Yields: OUSM, VTV

1Y

1.94%highest, OUSM

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+21.0%

+16.1%1 yearTotal return+24.8%

+14.2%3 years · per year$10,000 became $14,910 · $17,572+20.7%

+8.2%5 years · per year$10,000 became $14,843 · $17,803+12.2%

0.48%Expense ratio$48 · $3 a year on $10k · lower is better0.03%

1.94%Trailing 12-mo yield$194 · $183 a year on $10k1.83%

−9.2%Worst dropSmaller is better−6.4%

13.4%VolatilityLower is calmer10.8%

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

1–7VTV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5JNJ2.4%

2.4%CONnot top 5

2.2%EHCnot top 5

2.2%HASnot top 5

2.2%AOSnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

OUSM vs VTV Returns, Every Period

5Y

ALPSOUSM

+8.2%

5 years, per year

VTVVanguard

+12.2%

5 years, per year

OUSMVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Stocks: OUSM vs VTV

YTD

ALPSOUSM

+15.3%

VTVVanguard

+21.0%

+15.3%Year to date+21.0%

−9.2%Worst drop · 1Y−6.4%

13.4%Volatility · 1Y10.8%

1.9%Yield1.8%

$826MAssets$184B

3–1VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

OUSM1.94%$194

VTV1.83%$183

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

OUSM$194 − $48 = $146

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: OUSM, VTV

Today

0.0%most shared, OUSM and VTV

OUSMVTV

OUSM—0.0%

VTV0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

OUSMWorst drop−9.2%13.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

OUSMVTV

+15.3%Year to date+21.0%

1.9%Yield1.8%

+16.1%Past year+24.8%

0.48%Fee0.03%

3–1VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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OUSM and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two