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OUSM vs SVAL
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares vs iShares US Small Cap Value Factor ETF
Key differences
- SVAL costs 0.28% less per year.
- OUSM is significantly larger than SVAL — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SVAL has delivered higher annualized returns.
Side-by-side comparison
| OUSM | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.20% |
| Fund size (AUM) | $904M | $188M |
| Since | 2016 | 2020 |
| Dividend yield | 1.96% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.4% | +36.9% |
| CAGR 3Y | +12.3% | +18.9% |
| CAGR 5Y | +7.5% | +6.5% |
| Sharpe 3Y | 0.61 | 0.74 |
| Volatility 1Y | 13.33% | 18.05% |
| Max drawdown | -39.84% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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