SDVY vs OSCV

ASDVY

BOSCV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · SDVY $15,547

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common10.1%SDVY and OSCV

SDVY

OSCV

First Trust SMID Cap Rising Dividend Achievers ETF · $11.1BOpus Small Cap Value Plus ETF · $622M

+17.4%3 years · per year$16,163 · $14,197+12.4%

+9.2%5 years · per year$15,547 · $12,639+4.8%

0.58%Expense ratio$58 · $79 on $10k · lower wins0.79%

0.98%12-mo yield$98 · $111 on $10k1.11%

−9.5%Worst dropSmaller wins−9.1%

14.7%VolatilityLower wins12.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSDVY · OSCV

1.1%THG3.0%

0.9%PRI2.4%

0.9%PSMT2.1%

0.9%WTFC2.1%

Held in common10.1%

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk	0.58%	0.98%	+2.3%	+12.7%	+15.9%	+17.4%	+9.2%	−9.5%	$11.1B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−9.1%	$622M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk	0.58%	0.98%	+2.3%	+12.7%	+15.9%	+17.4%	+9.2%	−9.5%	$11.1B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−9.1%	$622M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDVY vs OSCV

SDVY

First Trust SMID Cap Rising Dividend Achievers

$15,547

OSCV

Opus Small Cap Value Plus

$12,639

MeasureSDVYOSCV

Fee0.58%0.79%

Cost on $10k a year$58$79

Yield0.98%1.11%

5 years, per year+9.2%+4.8%

3 years, per year+17.4%+12.4%

Worst drop · 1Y−9.5%−9.1%

Volatility · 1Y14.7%12.4%

3–3measures won
level

10.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SDVY, OSCV, SCHD

Today

10.1%most shared, SDVY and OSCV

SDVYOSCVSCHD

SDVY—10.1%4.4%

OSCV10.1%—0.4%

SCHD4.4%0.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SDVY$98 − $58 = $40

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee