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OUSA vs SPDV

ALPS O'Shares U.S. Quality Dividend ETF Shares vs AAM S&P 500 High Dividend Value ETF

OUSA

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

ALPS

Annual cost

0.48%

Fund size

$751M

SPDV

AAM S&P 500 High Dividend Value ETF

AAM

Annual cost

0.29%

Fund size

$90M

Key differences

  • SPDV costs 0.19% less per year.
  • OUSA is significantly larger than SPDV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPDV has delivered higher annualized returns.

Side-by-side comparison

OUSASPDV
Annual cost (TER)0.48%0.29%
Fund size (AUM)$751M$90M
Since20152017
Dividend yield1.43%3.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.0%+29.3%
CAGR 3Y+13.6%+17.2%
CAGR 5Y+9.1%+8.5%
Sharpe 3Y0.860.91
Volatility 1Y9.87%12.31%
Max drawdown-33.12%-43.81%

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

Similar to OUSA and SPDV