OUSA vs CGDV

AOUSA

BCGDV

Measures won3–2OUSA wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common29.3%OUSA and CGDV

OUSA

CGDV

ALPS Funds O’Shares U.S. Quality Dividend ETF · $750MCapital Group Dividend Value ETF · $37.8B

+16.6%3 years · per year$15,854 · $18,934+23.7%

+9.8%5 years · per year$15,976 · […][…]

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

1.31%12-mo yield$131 · $124 on $10k1.24%

−8.4%Worst dropSmaller wins−9.7%

11.4%VolatilityLower wins13.5%

3–2OUSA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsOUSA · CGDV

5.1%MSFT6.9%

2.6%CSCO2.4%

2.0%META4.1%

5.0%AAPL2.0%

Held in common29.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk	0.48%	1.31%	+1.8%	+12.9%	+17.5%	+16.6%	+9.8%	−8.4%	$750M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk	0.48%	1.31%	+1.8%	+12.9%	+17.5%	+16.6%	+9.8%	−8.4%	$750M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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

$15,976

CGDV

Capital Group Dividend Value

[…]

MeasureOUSACGDV

Fee0.48%0.33%

Cost on $10k a year$48$33

Yield1.31%1.24%

5 years, per year+9.8%[…]

3 years, per year+16.6%+23.7%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y11.4%13.5%

3–2measures won
OUSA first

29.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: OUSA, CGDV, VIG, SCHD

Today

47.4%most shared, OUSA and VIG

OUSACGDVVIGSCHD

OUSA—29.3%47.4%23.8%

CGDV29.3%—29.4%5.8%

VIG47.4%29.4%—14.5%

SCHD23.8%5.8%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

OUSA$131 − $48 = $83

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee