Compare · 2 funds side by side · dividends reinvested

OUSM and VUG

OUSMALPS×VUGVanguard×

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,394VUG · 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 VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$826M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B1.6

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

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

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

OUSMMeasureVUG

+15.3%

More Ways to See the Pairs

OUSM vs VUG: Top 5 Holdings

Today

OUSM

11.4%in top 5

VUG

in top 545.2%

OUSMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: OUSM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

OUSM0.48%$48

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

Yields: OUSM, VUG

1Y

1.94%highest, OUSM

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

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

+3.4%

+16.1%1 yearTotal return+4.2%

+14.2%3 years · per year$10,000 became $14,910 · $18,230+22.2%

+8.2%5 years · per year$10,000 became $14,843 · $16,394+10.4%

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

1.94%Trailing 12-mo yield$194 · $41 a year on $10k0.41%

−9.2%Worst dropSmaller is better−15.1%

13.4%VolatilityLower is calmer19.1%

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

5–3OUSM wins

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

4.3%

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 common0.1%

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

OUSM vs VUG Returns, Every Period

5Y

ALPSOUSM

+8.2%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

OUSMVUGFaded: behind in that period

2–2Level

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

Income vs Stocks: OUSM vs VUG

YTD

ALPSOUSM

+15.3%

VUGVanguard

+3.4%

+15.3%Year to date+3.4%

−9.2%Worst drop · 1Y−15.1%

13.4%Volatility · 1Y19.1%

1.9%Yield0.4%

$826MAssets$233B

4–0OUSM wins

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

$10k

OUSM1.94%$194

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$146most kept, OUSM

OUSM$194 − $48 = $146

VUG$41 − $3 = $38

KeptFee

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

Overlap: OUSM, VUG

Today

0.1%most shared, OUSM and VUG

OUSMVUG

OUSM—0.1%

VUG0.1%—

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

Return vs Bumpiness: 2 ETFs

1Y

+16.1%OUSM, at 13.4% volatility

OUSMWorst drop−9.2%13.4% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

OUSMVUG

+15.3%Year to date+3.4%

1.9%Yield0.4%

+16.1%Past year+4.2%

0.48%Fee0.03%

3–1OUSM 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 VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two