Screener
OUSM vs SCHD
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares vs Schwab U.S. Dividend Equity ETF
Key differences
- SCHD costs 0.42% less per year.
- SCHD is significantly larger than OUSM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SCHD has delivered higher annualized returns.
- SCHD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OUSM | SCHD | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.06% |
| Fund size (AUM) | $904M | $91.1B |
| Since | 2016 | 2011 |
| Dividend yield | 1.96% | 3.29% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.4% | +31.1% |
| CAGR 3Y | +12.3% | +16.2% |
| CAGR 5Y | +7.5% | +8.7% |
| Sharpe 3Y | 0.61 | 0.95 |
| Volatility 1Y | 13.33% | 11.01% |
| Max drawdown | -39.84% | -33.37% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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