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OUSM vs SQLT

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares vs Ishares MSCI USA Small-Cap Quality Factor ETF

OUSM

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

ALPS

Annual cost

0.48%

Fund size

$904M

SQLT

Ishares MSCI USA Small-Cap Quality Factor ETF

iShares

Annual cost

0.20%

Fund size

$7M

Key differences

  • SQLT costs 0.28% less per year.
  • OUSM is significantly larger than SQLT — larger funds tend to be more liquid and less likely to close.
  • OUSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OUSMSQLT
Annual cost (TER)0.48%0.20%
Fund size (AUM)$904M$7M
Since20162026
Dividend yield1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.4%N/A
CAGR 3Y+12.3%N/A
CAGR 5Y+7.5%N/A
Sharpe 3Y0.61N/A
Volatility 1Y13.33%
Max drawdown-39.84%-3.95%

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

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