OUSM vs SCHD

AOUSM

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · SCHD $16,881

Lowest cost0.03%VOO · $3 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.9%OUSM and SCHD

OUSM

SCHD

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $836MSchwab U.S. Dividend Equity ETF · $123B

+16.5%3 years · per year$15,795 · $17,908+21.4%

+9.1%5 years · per year$15,440 · $16,881+11.0%

0.48%Expense ratio$48 · $6 on $10k · lower wins0.06%

1.92%12-mo yield$192 · $291 on $10k2.91%

−9.2%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSM · SCHD

1.0%ERIE0.2%

0.5%MTN0.1%

1.8%FHI0.1%

0.3%MC0.1%

Held in common0.9%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	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%	$836M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	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%	$836M

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 SCHD

OUSM

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

$15,440

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureOUSMSCHD

Fee0.48%0.06%

Cost on $10k a year$48$6

Yield1.92%2.91%

5 years, per year+9.1%+11.0%

3 years, per year+16.5%+21.4%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y13.1%11.5%

6–0measures won
SCHD first

0.9%

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: OUSM, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

OUSMSCHDVOO

OUSM—0.9%0.2%

SCHD0.9%—7.6%

VOO0.2%7.6%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

OUSM$192 − $48 = $144

VOO$105 − $3 = $102

KeptFee

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