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OUSM vs DGRS

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares vs WisdomTree U.S. SmallCap Quality Dividend Growth Fund

OUSM

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares

ALPS

Annual cost

0.48%

Fund size

$904M

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$386M

Key differences

  • DGRS costs 0.10% less per year.
  • Over the last 3 years, DGRS has delivered higher annualized returns.

Side-by-side comparison

OUSMDGRS
Annual cost (TER)0.48%0.38%
Fund size (AUM)$904M$386M
Since20162013
Dividend yield1.96%2.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.4%+26.5%
CAGR 3Y+12.3%+14.5%
CAGR 5Y+7.5%+5.8%
Sharpe 3Y0.610.60
Volatility 1Y13.33%18.22%
Max drawdown-39.84%-44.83%

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

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