Screener
OUSM vs SPYD
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares vs State Street SPDR Portfolio S&P 500 High Dividend ETF
Key differences
- SPYD costs 0.41% less per year.
- SPYD is significantly larger than OUSM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPYD has delivered higher annualized returns.
Side-by-side comparison
| OUSM | SPYD | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.07% |
| Fund size (AUM) | $904M | $7.4B |
| Since | 2016 | 2015 |
| Dividend yield | 1.96% | 4.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.4% | +18.8% |
| CAGR 3Y | +12.3% | +14.8% |
| CAGR 5Y | +7.5% | +6.9% |
| Sharpe 3Y | 0.61 | 0.78 |
| Volatility 1Y | 13.33% | 11.72% |
| Max drawdown | -39.84% | -46.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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