OUSM vs SPY

AOUSM

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income1.94%OUSM · $194 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.3%OUSM and SPY

OUSM

SPY

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $826MState Street SPDR S&P 500 ETF · $778B

+14.9%3 years · per year$15,163 · $18,118+21.9%

+8.1%5 years · per year$14,780 · $17,493+11.8%

0.48%Expense ratio$48 · $9 on $10k · lower wins0.09%

1.94%12-mo yield$194 · $101 on $10k1.01%

−9.2%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.7%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSM · SPY

1.9%SWKS0.0%

2.2%HAS0.0%

0.6%RL0.0%

0.4%SJM0.0%

Held in common0.3%

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AOUSM	ALPS O'Shares U.S. Small-Cap Quality Dividend ETFRead Desk	0.48%	1.94%	+1.9%	+15.2%	+16.6%	+14.9%	+8.1%	−9.2%	$826M

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AOUSM	ALPS O'Shares U.S. Small-Cap Quality Dividend ETFRead Desk	0.48%	1.94%	+1.9%	+15.2%	+16.6%	+14.9%	+8.1%	−9.2%	$826M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OUSM vs SPY

OUSM

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

$14,780

SPY

SPDR S&P 500

$17,493

MeasureOUSMSPY

Fee0.48%0.09%

Cost on $10k a year$48$9

Yield1.94%1.01%

5 years, per year+8.1%+11.8%

3 years, per year+14.9%+21.9%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.4%13.7%

4–2measures won
SPY first

0.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: OUSM, SPY, VOO

Today

92.7%most shared, SPY and VOO

OUSMSPYVOO

OUSM—0.3%0.2%

SPY0.3%—92.7%

VOO0.2%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, OUSM

OUSM$194 − $48 = $146

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee