OUSA vs SPY

AOUSA

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPY $18,060

Lowest cost0.03%IVV · $3 on $10k

Most income1.30%OUSA · $130 on $10k

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

Held in common38.3%OUSA and SPY

OUSA

SPY

ALPS Funds O’Shares U.S. Quality Dividend ETF · $760MState Street SPDR S&P 500 ETF · $805B

+18.4%3 years · per year$16,590 · $19,132+24.1%

+10.2%5 years · per year$16,279 · $18,060+12.6%

0.48%Expense ratio$48 · $9 on $10k · lower wins0.09%

1.30%12-mo yield$130 · $99 on $10k0.99%

−8.4%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSA · SPY

5.0%MSFT5.9%

4.8%AAPL7.4%

4.0%GOOGL2.5%

2.1%META2.1%

Held in common38.3%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	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 SPY

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$16,279

SPY

SPDR S&P 500

$18,060

MeasureOUSASPY

Fee0.48%0.09%

Cost on $10k a year$48$9

Yield1.30%0.99%

5 years, per year+10.2%+12.6%

3 years, per year+18.4%+24.1%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y11.1%12.9%

3–3measures won
level

38.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

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

Overlap: OUSA, SPY, IVV

Today

99.9%most shared, SPY and IVV

OUSASPYIVV

OUSA—38.3%38.3%

SPY38.3%—99.9%

IVV38.3%99.9%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

OUSA$130 − $48 = $82

KeptFee

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