OUSM vs VOO

AOUSM

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.98%OUSM · $198 on $10k

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

Held in common0.2%OUSM and VOO

OUSM

VOO

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $819MVanguard S&P 500 ETF · $1.00T

+14.8%3 years · per year$15,110 · $18,079+21.8%

+8.0%5 years · per year$14,700 · $17,177+11.4%

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

1.98%12-mo yield$198 · $110 on $10k1.10%

−9.2%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOUSM · VOO

0.6%RL0.0%

1.9%SWKS0.0%

0.4%SJM0.0%

2.2%HAS0.0%

Held in common0.2%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
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%	$819M

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
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%	$819M

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 VOO

OUSM

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

$14,700

VOO

Vanguard S&P 500

$17,177

MeasureOUSMVOO

Fee0.48%0.03%

Cost on $10k a year$48$3

Yield1.98%1.10%

5 years, per year+8.0%+11.4%

3 years, per year+14.8%+21.8%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.3%13.5%

4–2measures won
VOO first

0.2%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

Overlap: OUSM, VOO, IVV

Today

92.2%most shared, VOO and IVV

OUSMVOOIVV

OUSM—0.2%0.3%

VOO0.2%—92.2%

IVV0.3%92.2%—

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

Income After Fees on $10,000

$150most kept, OUSM

OUSM$198 − $48 = $150

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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