OUSM vs SPYM

AOUSM

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · OUSM $14,912

Lowest cost0.02%SPYM · $2 on $10k

Most income1.96%OUSM · $196 on $10k

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

Held in common0.3%OUSM and SPYM

OUSM

SPYM

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $836MState Street SPDR Portfolio S&P 500 ETF · $182B

+15.4%3 years · per year$15,354 · $18,222+22.1%

+8.3%5 years · per year$14,912 · $17,164+11.4%

0.48%Expense ratio$48 · $2 on $10k · lower wins0.02%

1.96%12-mo yield$196 · $106 on $10k1.06%

−9.2%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSM · SPYM

1.9%SWKS0.0%

2.2%HAS0.0%

0.7%RL0.0%

0.4%SJM0.0%

Held in common0.3%

End-of-day Nov 5, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AOUSM	ALPS O'Shares U.S. Small-Cap Quality Dividend ETFRead Desk		0.48%	1.96%	−2.0%	+14.1%	+15.8%	+15.4%	+8.3%	−9.2%	$836M

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AOUSM	ALPS O'Shares U.S. Small-Cap Quality Dividend ETFRead Desk		0.48%	1.96%	−2.0%	+14.1%	+15.8%	+15.4%	+8.3%	−9.2%	$836M

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

Cards for this view

OUSM vs SPYM

OUSM

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

$14,912

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureOUSMSPYM

Fee0.48%0.02%

Cost on $10k a year$48$2

Yield1.96%1.06%

5 years, per year+8.3%+11.4%

3 years, per year+15.4%+22.1%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.3%13.6%

4–2measures won
SPYM first

0.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: OUSM, SPYM

Today

0.3%most shared, OUSM and SPYM

OUSMSPYM

OUSM—0.3%

SPYM0.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, OUSM

OUSM$196 − $48 = $148

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee