OUSA vs SCHD

AOUSA

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common23.9%OUSA and SCHD

OUSA

SCHD

ALPS Funds O’Shares U.S. Quality Dividend ETF · $737MSchwab U.S. Dividend Equity ETF · $120B

+16.6%3 years · per year$15,867 · $17,266+20.0%

+9.4%5 years · per year$15,655 · $16,267+10.2%

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

1.34%12-mo yield$134 · $300 on $10k3.00%

−8.4%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSA · SCHD

4.0%HD4.3%

2.1%ACN3.9%

1.9%AMGN4.1%

1.8%PG4.5%

Held in common23.9%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	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%	$737M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	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%	$737M

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 SCHD

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$15,655

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureOUSASCHD

Fee0.48%0.06%

Cost on $10k a year$48$6

Yield1.34%3.00%

5 years, per year+9.4%+10.2%

3 years, per year+16.6%+20.0%

Worst drop · 1Y−8.4%−6.9%

Volatility · 1Y11.3%11.7%

5–1measures won
SCHD first

23.9%

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, SCHD, VYM

Today

32.8%most shared, OUSA and VYM

OUSASCHDVYM

OUSA—23.9%32.8%

SCHD23.9%—21.9%

VYM32.8%21.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

OUSA$134 − $48 = $86

KeptFee

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