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DVY vs OUSA

iShares Select Dividend ETF vs ALPS O'Shares U.S. Quality Dividend ETF Shares

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

OUSA

ALPS O'Shares U.S. Quality Dividend ETF Shares

ALPS

Annual cost

0.48%

Fund size

$751M

Key differences

  • DVY costs 0.10% less per year.
  • DVY is significantly larger than OUSA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DVY has delivered higher annualized returns.
  • DVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVYOUSA
Annual cost (TER)0.38%0.48%
Fund size (AUM)$22.9B$751M
Since20032015
Dividend yield3.38%1.43%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.9%+13.0%
CAGR 3Y+16.1%+13.6%
CAGR 5Y+8.7%+9.1%
Sharpe 3Y0.890.86
Volatility 1Y11.23%9.87%
Max drawdown-41.59%-33.12%

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

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