OUSA vs DGRO

AOUSA

BDGRO

Measures won0–6DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · OUSA $16,279

Lowest cost0.08%DGRO · $8 on $10k

Most income1.81%DGRO · $181 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common44.4%OUSA and DGRO

OUSA

DGRO

ALPS Funds O’Shares U.S. Quality Dividend ETF · $760MiShares Core Dividend Growth ETF · $46.1B

+18.4%3 years · per year$16,590 · $18,408+22.6%

+10.2%5 years · per year$16,279 · $17,573+11.9%

0.48%Expense ratio$48 · $8 on $10k · lower wins0.08%

1.30%12-mo yield$130 · $181 on $10k1.81%

−8.4%Worst dropSmaller wins−6.5%

11.1%VolatilityLower wins9.7%

0–6DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSA · DGRO

5.0%MSFT3.0%

4.8%AAPL2.9%

4.8%JNJ2.7%

3.9%HD2.1%

Held in common44.4%

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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
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

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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
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

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 DGRO

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$16,279

DGRO

iShares Core Dividend Growth

$17,573

MeasureOUSADGRO

Fee0.48%0.08%

Cost on $10k a year$48$8

Yield1.30%1.81%

5 years, per year+10.2%+11.9%

3 years, per year+18.4%+22.6%

Worst drop · 1Y−8.4%−6.5%

Volatility · 1Y11.1%9.7%

6–0measures won
DGRO first

44.4%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: OUSA, DGRO

Today

44.4%most shared, OUSA and DGRO

OUSADGRO

OUSA—44.4%

DGRO44.4%—

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

OUSA$130 − $48 = $82

KeptFee

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