OUSM vs VIG

AOUSM

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · OUSM $15,440

Lowest cost0.04%VIG · $4 on $10k

Most income1.92%OUSM · $192 on $10k

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

Held in common1.3%OUSM and VIG

OUSM

VIG

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $836MVanguard Dividend Appreciation ETF · $109B

+16.5%3 years · per year$15,795 · $17,533+20.6%

+9.1%5 years · per year$15,440 · $17,005+11.2%

0.48%Expense ratio$48 · $4 on $10k · lower wins0.04%

1.92%12-mo yield$192 · $144 on $10k1.44%

−9.2%Worst dropSmaller wins−7.9%

13.1%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSM · VIG

2.2%LECO0.1%

1.8%GGG0.1%

1.1%AIT0.1%

1.3%MKC0.1%

Held in common1.3%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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 VIG

OUSM

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

$15,440

VIG

Vanguard Dividend Appreciation

$17,005

MeasureOUSMVIG

Fee0.48%0.04%

Cost on $10k a year$48$4

Yield1.92%1.44%

5 years, per year+9.1%+11.2%

3 years, per year+16.5%+20.6%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y13.1%10.2%

5–1measures won
VIG first

1.3%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: OUSM, VIG

Today

1.3%most shared, OUSM and VIG

OUSMVIG

OUSM—1.3%

VIG1.3%—

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

Income After Fees on $10,000

$144most kept, OUSM

OUSM$192 − $48 = $144

VIG$144 − $4 = $140

KeptFee

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