OUSA vs SPY

AOUSA

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.34%OUSA · $134 on $10k

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

Held in common38.8%OUSA and SPY

OUSA

SPY

ALPS Funds O’Shares U.S. Quality Dividend ETF · $742MState Street SPDR S&P 500 ETF · $819B

+16.6%3 years · per year$15,867 · $18,039+21.7%

+9.4%5 years · per year$15,655 · $17,118+11.3%

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

1.34%12-mo yield$134 · $103 on $10k1.03%

−8.4%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSA · SPY

5.1%MSFT6.3%

5.0%AAPL7.9%

4.0%GOOGL2.6%

2.0%META2.1%

Held in common38.8%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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%	$742M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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%	$742M

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 SPY

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$15,655

SPY

SPDR S&P 500

$17,118

MeasureOUSASPY

Fee0.48%0.09%

Cost on $10k a year$48$9

Yield1.34%1.03%

5 years, per year+9.4%+11.3%

3 years, per year+16.6%+21.7%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y11.3%13.6%

3–3measures won
level

38.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: OUSA, SPY, VOO

Today

92.2%most shared, SPY and VOO

OUSASPYVOO

OUSA—38.8%36.9%

SPY38.8%—92.2%

VOO36.9%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

OUSA$134 − $48 = $86

KeptFee

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