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OUSA vs DGRO

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

OUSA

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

ALPS

Annual cost

0.48%

Fund size

$751M

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • DGRO costs 0.40% less per year.
  • DGRO is significantly larger than OUSA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DGRO has delivered higher annualized returns.

Side-by-side comparison

OUSADGRO
Annual cost (TER)0.48%0.08%
Fund size (AUM)$751M$39.6B
Since20152014
Dividend yield1.43%2.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.0%+24.3%
CAGR 3Y+13.6%+17.2%
CAGR 5Y+9.1%+10.6%
Sharpe 3Y0.861.11
Volatility 1Y9.87%9.59%
Max drawdown-33.12%-35.10%

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

Similar to OUSA and DGRO