OUSA vs VYM

AOUSA

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · OUSA $15,636

Lowest cost0.04%VYM · $4 on $10k

Most income2.25%VYM · $225 on $10k

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

Held in common33.1%OUSA and VYM

OUSA

VYM

ALPS Funds O’Shares U.S. Quality Dividend ETF · $736MVanguard High Dividend Yield ETF · $78.9B

+17.7%3 years · per year$16,298 · $17,952+21.5%

+9.4%5 years · per year$15,636 · $17,305+11.6%

0.48%Expense ratio$48 · $4 on $10k · lower wins0.04%

1.34%12-mo yield$134 · $225 on $10k2.25%

−8.4%Worst dropSmaller wins−6.7%

10.6%VolatilityLower wins10.0%

0–6VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSA · VYM

4.8%JNJ2.7%

2.8%CSCO1.8%

1.8%PG1.4%

1.5%KO1.4%

Held in common33.1%

End-of-day Nov 3, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk		0.48%	1.34%	−0.6%	+10.8%	+14.4%	+17.7%	+9.4%	−8.4%	$736M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk		0.48%	1.34%	−0.6%	+10.8%	+14.4%	+17.7%	+9.4%	−8.4%	$736M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OUSA vs VYM

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$15,637

VYM

Vanguard High Dividend Yield

$17,305

MeasureOUSAVYM

Fee0.48%0.04%

Cost on $10k a year$48$4

Yield1.34%2.25%

5 years, per year+9.4%+11.6%

3 years, per year+17.7%+21.5%

Worst drop · 1Y−8.4%−6.7%

Volatility · 1Y10.6%10.0%

6–0measures won
VYM first

33.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: OUSA, VYM

Today

33.1%most shared, OUSA and VYM

OUSAVYM

OUSA—33.1%

VYM33.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

OUSA$134 − $48 = $86

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee