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DIVD vs OUSM

Altrius Global Dividend ETF vs ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

OUSM

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

ALPS

Annual cost

0.48%

Fund size

$904M

Key differences

  • OUSM is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD follows a active selection strategy; OUSM uses index tracking.
  • Over the last 3 years, DIVD has delivered higher annualized returns.
  • OUSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDOUSM
Annual cost (TER)0.49%0.48%
Fund size (AUM)$17M$904M
Since20222016
Dividend yield2.70%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+12.4%
CAGR 3Y+17.7%+12.3%
CAGR 5YN/A+7.5%
Sharpe 3Y1.080.61
Volatility 1Y11.41%13.33%
Max drawdown-13.88%-39.84%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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