OUSM vs VIG

AOUSM

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common1.3%OUSM and VIG

OUSM

VIG

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $811MVanguard Dividend Appreciation ETF · $109B

+14.8%3 years · per year$15,110 · $16,669+18.6%

+8.0%5 years · per year$14,700 · $16,243+10.2%

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

1.98%12-mo yield$198 · $150 on $10k1.50%

−9.2%Worst dropSmaller wins−7.9%

13.3%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSM · VIG

2.1%LECO0.1%

1.7%GGG0.1%

1.1%AIT0.1%

1.3%MKC0.1%

Held in common1.3%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	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%	$811M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	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%	$811M

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 VIG

OUSM

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

$14,700

VIG

Vanguard Dividend Appreciation

$16,243

MeasureOUSMVIG

Fee0.48%0.04%

Cost on $10k a year$48$4

Yield1.98%1.50%

5 years, per year+8.0%+10.2%

3 years, per year+14.8%+18.6%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y13.3%10.8%

5–1measures won
VIG first

1.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: OUSM, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

OUSMVIGSCHD

OUSM—1.3%0.9%

VIG1.3%—14.5%

SCHD0.9%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

OUSM$198 − $48 = $150

VIG$150 − $4 = $146

KeptFee

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