Screener
OUSA vs DIVZ
ALPS O'Shares U.S. Quality Dividend ETF Shares vs Polen Dividend Income ETF
Key differences
Both OUSA and DIVZ are equity ETFs. OUSA charges 0.48% a year and DIVZ 0.65%. The main difference: OUSA follows a index tracking strategy; DIVZ uses active selection.
- OUSA follows a index tracking strategy; DIVZ uses active selection.
- OUSA costs 0.17% less per year.
- OUSA is much larger than DIVZ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DIVZ has delivered higher annualized returns.
- OUSA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OUSA | DIVZ | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.65% |
| Fund size (AUM) | $743M | $244M |
| Since | 2015 | 2021 |
| Dividend yield | 1.40% | 2.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +10.8% | +12.9% |
| CAGR 3Y | +13.7% | +16.3% |
| CAGR 5Y | +8.9% | +8.9% |
| Sharpe 3Y | 0.87 | 1.10 |
| Volatility 1Y | 9.81% | 9.28% |
| Max drawdown | -33.12% | -15.43% |
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