OUSA vs IVV

AOUSA

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.33%OUSA · $133 on $10k

Smallest drop−8.4%OUSA · worst fall in 1Y

Held in common38.6%OUSA and IVV

OUSA

IVV

ALPS Funds O’Shares U.S. Quality Dividend ETF · $760MiShares Core S&P 500 ETF · $887B

+17.2%3 years · per year$16,105 · $18,221+22.1%

+9.6%5 years · per year$15,825 · $17,151+11.4%

0.48%Expense ratio$48 · $3 on $10k · lower wins0.03%

1.33%12-mo yield$133 · $114 on $10k1.14%

−8.4%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSA · IVV

5.2%MSFT6.2%

4.9%AAPL7.7%

4.0%GOOGL2.6%

2.0%META2.1%

Held in common38.6%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk	0.48%	1.33%	−2.3%	+11.9%	+16.1%	+17.2%	+9.6%	−8.4%	$760M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk	0.48%	1.33%	−2.3%	+11.9%	+16.1%	+17.2%	+9.6%	−8.4%	$760M

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

Cards for this view

OUSA vs IVV

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$15,825

IVV

iShares Core S&P 500

$17,152

MeasureOUSAIVV

Fee0.48%0.03%

Cost on $10k a year$48$3

Yield1.33%1.14%

5 years, per year+9.6%+11.4%

3 years, per year+17.2%+22.1%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y11.3%13.6%

3–3measures won
level

38.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: OUSA, IVV, VOO

Today

93.5%most shared, IVV and VOO

OUSAIVVVOO

OUSA—38.6%37.0%

IVV38.6%—93.5%

VOO37.0%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

OUSA$133 − $48 = $85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee