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OUSA vs SDY
ALPS O'Shares U.S. Quality Dividend ETF Shares vs State Street SPDR S&P Dividend ETF
Key differences
- SDY costs 0.13% less per year.
- SDY is significantly larger than OUSA — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, OUSA has delivered higher annualized returns.
- SDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OUSA | SDY | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.35% |
| Fund size (AUM) | $751M | $22.0B |
| Since | 2015 | 2005 |
| Dividend yield | 1.43% | 2.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.0% | +14.8% |
| CAGR 3Y | +13.6% | +10.1% |
| CAGR 5Y | +9.1% | +6.2% |
| Sharpe 3Y | 0.86 | 0.56 |
| Volatility 1Y | 9.87% | 10.48% |
| Max drawdown | -33.12% | -36.70% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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