OUSA vs SPYM

AOUSA

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · OUSA $16,279

Lowest cost0.02%SPYM · $2 on $10k

Most income1.30%OUSA · $130 on $10k

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

Held in common38.3%OUSA and SPYM

OUSA

SPYM

ALPS Funds O’Shares U.S. Quality Dividend ETF · $760MState Street SPDR Portfolio S&P 500 ETF · $182B

+18.4%3 years · per year$16,590 · $19,186+24.3%

+10.2%5 years · per year$16,279 · $18,126+12.6%

0.48%Expense ratio$48 · $2 on $10k · lower wins0.02%

1.30%12-mo yield$130 · $101 on $10k1.01%

−8.4%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOUSA · SPYM

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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%	$760M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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%	$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 SPYM

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$16,279

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureOUSASPYM

Fee0.48%0.02%

Cost on $10k a year$48$2

Yield1.30%1.01%

5 years, per year+10.2%+12.6%

3 years, per year+18.4%+24.3%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y11.1%12.8%

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

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

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: OUSA, SPYM

Today

38.3%most shared, OUSA and SPYM

OUSASPYM

OUSA—38.3%

SPYM38.3%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

OUSA$130 − $48 = $82

KeptFee

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