OUSM vs CGDV

AOUSM

BCGDV

Measures won3–2OUSM wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · OUSM $14,700

Lowest cost0.04%VIG · $4 on $10k

Most income1.98%OUSM · $198 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%OUSM and CGDV

OUSM

CGDV

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $819MCapital Group Dividend Value ETF · $39.5B

+14.8%3 years · per year$15,110 · $18,840+23.5%

+8.0%5 years · per year$14,700 · […][…]

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

1.98%12-mo yield$198 · $127 on $10k1.27%

−9.2%Worst dropSmaller wins−9.7%

13.3%VolatilityLower wins13.4%

3–2OUSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSM · CGDV

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

Held in common0.0%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AOUSM	ALPS O'Shares U.S. Small-Cap Quality Dividend ETFRead Desk	0.48%	1.98%	−0.9%	+13.0%	+13.6%	+14.8%	+8.0%	−9.2%	$819M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AOUSM	ALPS O'Shares U.S. Small-Cap Quality Dividend ETFRead Desk	0.48%	1.98%	−0.9%	+13.0%	+13.6%	+14.8%	+8.0%	−9.2%	$819M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

OUSM vs CGDV

OUSM

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

$14,700

CGDV

Capital Group Dividend Value

[…]

MeasureOUSMCGDV

Fee0.48%0.33%

Cost on $10k a year$48$33

Yield1.98%1.27%

5 years, per year+8.0%[…]

3 years, per year+14.8%+23.5%

Worst drop · 1Y−9.2%−9.7%

Volatility · 1Y13.3%13.4%

3–2measures won
OUSM first

0.0%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: OUSM, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

OUSMCGDVVIG

OUSM—0.0%1.3%

CGDV0.0%—29.4%

VIG1.3%29.4%—

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

Income After Fees on $10,000

$150most kept, OUSM

OUSM$198 − $48 = $150

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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