OUSA vs VYM

AOUSA

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM · OUSA $16,279

Lowest cost0.04%VYM · $4 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common33.2%OUSA and VYM

OUSA

VYM

ALPS Funds O’Shares U.S. Quality Dividend ETF · $760MVanguard High Dividend Yield ETF · $78.9B

+18.4%3 years · per year$16,590 · $17,970+21.6%

+10.2%5 years · per year$16,279 · $17,742+12.2%

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

1.30%12-mo yield$130 · $222 on $10k2.22%

−8.4%Worst dropSmaller wins−6.7%

11.1%VolatilityLower wins10.1%

0–6VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSA · VYM

4.8%JNJ2.7%

2.8%CSCO1.8%

1.8%PG1.4%

1.5%KO1.4%

Held in common33.2%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
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
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
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
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

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 VYM

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$16,279

VYM

Vanguard High Dividend Yield

$17,742

MeasureOUSAVYM

Fee0.48%0.04%

Cost on $10k a year$48$4

Yield1.30%2.22%

5 years, per year+10.2%+12.2%

3 years, per year+18.4%+21.6%

Worst drop · 1Y−8.4%−6.7%

Volatility · 1Y11.1%10.1%

6–0measures won
VYM first

33.2%

holdings shared

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

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

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

Overlap: OUSA, VYM, JEPI

Today

34.3%most shared, OUSA and JEPI

OUSAVYMJEPI

OUSA—33.2%34.3%

VYM33.2%—25.3%

JEPI34.3%25.3%—

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VYM$222 − $4 = $218

OUSA$130 − $48 = $82

KeptFee

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