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OUSM vs DFIS
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares vs Dimensional International Small Cap ETF
Key differences
- DFIS costs 0.09% less per year.
- DFIS is significantly larger than OUSM — larger funds tend to be more liquid and less likely to close.
- OUSM follows a index tracking strategy; DFIS uses active selection.
- Over the last 3 years, DFIS has delivered higher annualized returns.
- OUSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OUSM | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.39% |
| Fund size (AUM) | $904M | $5.6B |
| Since | 2016 | 2022 |
| Dividend yield | 1.96% | 2.06% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.4% | +31.3% |
| CAGR 3Y | +12.3% | +18.9% |
| CAGR 5Y | +7.5% | N/A |
| Sharpe 3Y | 0.61 | 0.98 |
| Volatility 1Y | 13.33% | 14.54% |
| Max drawdown | -39.84% | -27.23% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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