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QDIV vs OUSM

Global X S&P 500 Quality Dividend ETF vs ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares

QDIV

Global X S&P 500 Quality Dividend ETF

Global X Funds

Annual cost

0.20%

Fund size

$33M

OUSM

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

ALPS

Annual cost

0.48%

Fund size

$904M

Key differences

  • QDIV costs 0.28% less per year.
  • OUSM is significantly larger than QDIV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, OUSM has delivered higher annualized returns.

Side-by-side comparison

QDIVOUSM
Annual cost (TER)0.20%0.48%
Fund size (AUM)$33M$904M
Since20182016
Dividend yield2.97%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.4%+12.4%
CAGR 3Y+10.4%+12.3%
CAGR 5Y+6.4%+7.5%
Sharpe 3Y0.550.61
Volatility 1Y11.95%13.33%
Max drawdown-41.20%-39.84%

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

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