OUSM vs CGDV

AOUSM

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$15,440OUSM

Lowest cost0.33%CGDV · $33 on $10k

Most income1.92%OUSM · $192 on $10k

Smallest drop−9.2%OUSM · worst fall in 1Y

Held in common0.0%OUSM and CGDV

OUSM

CGDV

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $820MCapital Group Dividend Value ETF · $38.8B

+16.5%3 years · per year$15,795 · $20,044+26.1%

+9.1%5 years · per year$15,440 · […][…]

0.48%Expense ratio$48 · $33 on $10k · lower wins0.33%

1.92%12-mo yield$192 · $122 on $10k1.22%

−9.2%Worst dropSmaller wins−9.7%

13.1%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSM · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AOUSM	ALPS O'Shares U.S. Small-Cap Quality Dividend ETFRead Desk		0.48%	1.92%	+1.9%	+16.4%	+17.8%	+16.5%	+9.1%	−9.2%	$820M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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	AOUSM	ALPS O'Shares U.S. Small-Cap Quality Dividend ETFRead Desk		0.48%	1.92%	+1.9%	+16.4%	+17.8%	+16.5%	+9.1%	−9.2%	$820M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

OUSM vs CGDV

OUSM

ALPS O'Shares U.S. Small-Cap Quality Dividend

$15,440

CGDV

Capital Group Dividend Value

[…]

MeasureOUSMCGDV

Fee0.48%0.33%

Cost on $10k a year$48$33

Yield1.92%1.22%

5 years, per year+9.1%[…]

3 years, per year+16.5%+26.1%

Worst drop · 1Y−9.2%−9.7%

Volatility · 1Y13.1%12.6%

3–2measures won
CGDV first

0.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: OUSM, CGDV

Today

0.0%most shared, OUSM and CGDV

OUSMCGDV

OUSM—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$144most kept, OUSM

OUSM$192 − $48 = $144

CGDV$122 − $33 = $89

KeptFee

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