OUSM vs VYM

AOUSM

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · OUSM $14,912

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.0%OUSM and VYM

OUSM

VYM

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $836MVanguard High Dividend Yield ETF · $78.9B

+15.4%3 years · per year$15,354 · $17,266+20.0%

+8.3%5 years · per year$14,912 · $17,002+11.2%

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

1.96%12-mo yield$196 · $230 on $10k2.30%

−9.2%Worst dropSmaller wins−6.7%

13.3%VolatilityLower wins10.6%

0–6VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSM · VYM

0.7%RL0.1%

0.4%SJM0.1%

2.2%HAS0.1%

0.3%BWA0.1%

Held in common2.0%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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 VYM

OUSM

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

$14,912

VYM

Vanguard High Dividend Yield

$17,002

MeasureOUSMVYM

Fee0.48%0.04%

Cost on $10k a year$48$4

Yield1.96%2.30%

5 years, per year+8.3%+11.2%

3 years, per year+15.4%+20.0%

Worst drop · 1Y−9.2%−6.7%

Volatility · 1Y13.3%10.6%

6–0measures won
VYM first

2.0%

holdings shared

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

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

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

Overlap: OUSM, VYM

Today

2.0%most shared, OUSM and VYM

OUSMVYM

OUSM—2.0%

VYM2.0%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

OUSM$196 − $48 = $148

KeptFee

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