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PSET vs OUSA

Principal Quality ETF vs ALPS O'Shares U.S. Quality Dividend ETF Shares

PSET

Principal Quality ETF

Principal Funds

Annual cost

0.15%

Fund size

$33M

OUSA

ALPS O'Shares U.S. Quality Dividend ETF Shares

ALPS

Annual cost

0.48%

Fund size

$751M

Key differences

  • PSET costs 0.33% less per year.
  • OUSA is significantly larger than PSET — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

PSETOUSA
Annual cost (TER)0.15%0.48%
Fund size (AUM)$33M$751M
Since20162015
Dividend yield0.64%1.43%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.5%+13.0%
CAGR 3Y+13.7%+13.6%
CAGR 5Y+9.0%+9.1%
Sharpe 3Y0.650.86
Volatility 1Y12.82%9.87%
Max drawdown-34.74%-33.12%

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

Similar to PSET and OUSA