OUSA vs CGDV

AOUSA

BCGDV

Measures won3–2OUSA wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · OUSA $16,279

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common29.2%OUSA and CGDV

OUSA

CGDV

ALPS Funds O’Shares U.S. Quality Dividend ETF · $760MCapital Group Dividend Value ETF · $39.0B

+18.4%3 years · per year$16,590 · $20,044+26.1%

+10.2%5 years · per year$16,279 · […][…]

0.48%Expense ratio$48 · $33 on $10k · lower wins0.33%

1.30%12-mo yield$130 · $122 on $10k1.22%

−8.4%Worst dropSmaller wins−9.7%

11.1%VolatilityLower wins12.6%

3–2OUSA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSA · CGDV

5.0%MSFT6.6%

2.8%CSCO2.5%

2.1%META3.8%

4.8%AAPL1.9%

Held in common29.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk	0.48%	1.30%	+3.3%	+14.4%	+18.9%	+18.4%	+10.2%	−8.4%	$760M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk	0.48%	1.30%	+3.3%	+14.4%	+18.9%	+18.4%	+10.2%	−8.4%	$760M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OUSA vs CGDV

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$16,279

CGDV

Capital Group Dividend Value

[…]

MeasureOUSACGDV

Fee0.48%0.33%

Cost on $10k a year$48$33

Yield1.30%1.22%

5 years, per year+10.2%[…]

3 years, per year+18.4%+26.1%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y11.1%12.6%

3–2measures won
OUSA first

29.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: OUSA, CGDV, SCHD

Today

29.2%most shared, OUSA and CGDV

OUSACGDVSCHD

OUSA—29.2%23.8%

CGDV29.2%—5.7%

SCHD23.8%5.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

OUSA$130 − $48 = $82

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee