OUSM vs VOO

AOUSM

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · OUSM $15,440

Lowest cost0.03%VOO · $3 on $10k

Most income1.92%OUSM · $192 on $10k

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

Held in common0.2%OUSM and VOO

OUSM

VOO

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $820MVanguard S&P 500 ETF · $1.00T

+16.5%3 years · per year$15,795 · $19,172+24.2%

+9.1%5 years · per year$15,440 · $18,115+12.6%

0.48%Expense ratio$48 · $3 on $10k · lower wins0.03%

1.92%12-mo yield$192 · $105 on $10k1.05%

−9.2%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSM · VOO

0.6%RL0.0%

2.0%SWKS0.0%

0.4%SJM0.0%

2.2%HAS0.0%

Held in common0.2%

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	BVOO	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	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%	$820M

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	BVOO	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	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%	$820M

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 VOO

OUSM

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

$15,440

VOO

Vanguard S&P 500

$18,115

MeasureOUSMVOO

Fee0.48%0.03%

Cost on $10k a year$48$3

Yield1.92%1.05%

5 years, per year+9.1%+12.6%

3 years, per year+16.5%+24.2%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.1%12.8%

5–1measures won
VOO first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

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$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: OUSM, VOO

Today

0.2%most shared, OUSM and VOO

OUSMVOO

OUSM—0.2%

VOO0.2%—

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

VOO$105 − $3 = $102

KeptFee

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