Skip to content
Beacon
Screener

OUSA vs DVY

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

OUSA

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

ALPS

Annual cost

0.48%

Fund size

$751M

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

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

OUSADVY
Annual cost (TER)0.48%0.38%
Fund size (AUM)$751M$22.9B
Since20152003
Dividend yield1.43%3.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.0%+23.9%
CAGR 3Y+13.6%+16.1%
CAGR 5Y+9.1%+8.7%
Sharpe 3Y0.860.89
Volatility 1Y9.87%11.23%
Max drawdown-33.12%-41.59%

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

Similar to OUSA and DVY