OUSA vs CGDV

AOUSA

BCGDV

Measures won3–2OUSA wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · OUSA $15,655

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common29.4%OUSA and CGDV

OUSA

CGDV

ALPS Funds O’Shares U.S. Quality Dividend ETF · $742MCapital Group Dividend Value ETF · $39.5B

+16.6%3 years · per year$15,867 · $18,840+23.5%

+9.4%5 years · per year$15,655 · […][…]

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

1.34%12-mo yield$134 · $127 on $10k1.27%

−8.4%Worst dropSmaller wins−9.7%

11.3%VolatilityLower wins13.4%

3–2OUSA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSA · CGDV

5.1%MSFT7.0%

2.6%CSCO2.4%

2.0%META3.9%

5.0%AAPL2.0%

Held in common29.4%

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk	0.48%	1.34%	−0.8%	+10.9%	+14.6%	+16.6%	+9.4%	−8.4%	$742M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk	0.48%	1.34%	−0.8%	+10.9%	+14.6%	+16.6%	+9.4%	−8.4%	$742M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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

$15,655

CGDV

Capital Group Dividend Value

[…]

MeasureOUSACGDV

Fee0.48%0.33%

Cost on $10k a year$48$33

Yield1.34%1.27%

5 years, per year+9.4%[…]

3 years, per year+16.6%+23.5%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y11.3%13.4%

2–2measures won
level

29.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: OUSA, CGDV, VYM

Today

32.8%most shared, OUSA and VYM

OUSACGDVVYM

OUSA—29.4%32.8%

CGDV29.4%—22.8%

VYM32.8%22.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

OUSA$134 − $48 = $86

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee