Skip to content
Beacon
Screener

OUSM vs HDEF

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares vs Xtrackers MSCI EAFE High Dividend Yield Equity ETF

OUSM

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

ALPS

Annual cost

0.48%

Fund size

$904M

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity ETF

Xtrackers

Annual cost

0.09%

Fund size

$2.3B

Key differences

  • HDEF costs 0.39% less per year.
  • OUSM covers north america markets; HDEF covers global.
  • Over the last 3 years, HDEF has delivered higher annualized returns.

Side-by-side comparison

OUSMHDEF
Annual cost (TER)0.48%0.09%
Fund size (AUM)$904M$2.3B
Since20162015
Dividend yield1.96%3.54%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+12.4%+20.0%
CAGR 3Y+12.3%+17.1%
CAGR 5Y+7.5%+10.5%
Sharpe 3Y0.611.00
Volatility 1Y13.33%11.60%
Max drawdown-39.84%-36.43%

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

Similar to OUSM and HDEF