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OUSM vs QGRW

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

OUSM

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

ALPS

Annual cost

0.48%

Fund size

$904M

QGRW

Wisdomtree U.S. Quality Growth Fund

WisdomTree

Annual cost

0.28%

Fund size

$2.3B

Key differences

  • QGRW costs 0.20% less per year.
  • Over the last 3 years, QGRW has delivered higher annualized returns.
  • OUSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OUSMQGRW
Annual cost (TER)0.48%0.28%
Fund size (AUM)$904M$2.3B
Since20162022
Dividend yield1.96%0.08%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.4%+35.2%
CAGR 3Y+12.3%+30.5%
CAGR 5Y+7.5%N/A
Sharpe 3Y0.611.20
Volatility 1Y13.33%17.43%
Max drawdown-39.84%-24.40%

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

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