OUSA vs SCHD

AOUSA

BSCHD

Measures won1–5SCHD 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 common23.8%OUSA and SCHD

OUSA

SCHD

ALPS Funds O’Shares U.S. Quality Dividend ETF · $736MSchwab U.S. Dividend Equity ETF · $121B

+18.4%3 years · per year$16,590 · $17,908+21.4%

+10.2%5 years · per year$16,279 · $16,881+11.0%

0.48%Expense ratio$48 · $6 on $10k · lower wins0.06%

1.30%12-mo yield$130 · $291 on $10k2.91%

−8.4%Worst dropSmaller wins−6.9%

11.1%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSA · SCHD

3.9%HD4.1%

2.0%ACN3.7%

1.9%AMGN4.1%

1.8%PG4.3%

Held in common23.8%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
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%	$736M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
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%	$736M

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 SCHD

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$16,279

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureOUSASCHD

Fee0.48%0.06%

Cost on $10k a year$48$6

Yield1.30%2.91%

5 years, per year+10.2%+11.0%

3 years, per year+18.4%+21.4%

Worst drop · 1Y−8.4%−6.9%

Volatility · 1Y11.1%11.5%

5–1measures won
SCHD first

23.8%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: OUSA, SCHD

Today

23.8%most shared, OUSA and SCHD

OUSASCHD

OUSA—23.8%

SCHD23.8%—

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

OUSA$130 − $48 = $82

KeptFee

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