OUSM vs DGRO

AOUSM

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · OUSM $14,700

Lowest cost0.08%DGRO · $8 on $10k

Most income1.98%OUSM · $198 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common1.8%OUSM and DGRO

OUSM

DGRO

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $819MiShares Core Dividend Growth ETF · $44.9B

+14.8%3 years · per year$15,110 · $17,593+20.7%

+8.0%5 years · per year$14,700 · $16,835+11.0%

0.48%Expense ratio$48 · $8 on $10k · lower wins0.08%

1.98%12-mo yield$198 · $187 on $10k1.87%

−9.2%Worst dropSmaller wins−6.5%

13.3%VolatilityLower wins10.2%

1–5DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSM · DGRO

1.3%MKC0.1%

0.4%WTRG0.1%

0.3%OGE0.1%

0.3%DKS0.1%

Held in common1.8%

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

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
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

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 DGRO

OUSM

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

$14,700

DGRO

iShares Core Dividend Growth

$16,835

MeasureOUSMDGRO

Fee0.48%0.08%

Cost on $10k a year$48$8

Yield1.98%1.87%

5 years, per year+8.0%+11.0%

3 years, per year+14.8%+20.7%

Worst drop · 1Y−9.2%−6.5%

Volatility · 1Y13.3%10.2%

5–1measures won
DGRO first

1.8%

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, DGRO

Today

1.8%most shared, OUSM and DGRO

OUSMDGRO

OUSM—1.8%

DGRO1.8%—

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

OUSM$198 − $48 = $150

KeptFee

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