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RFFC vs OUSA

ALPS Active Equity Opportunity ETF vs ALPS O'Shares U.S. Quality Dividend ETF Shares

RFFC

ALPS Active Equity Opportunity ETF

ALPS

Annual cost

0.48%

Fund size

$29M

OUSA

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

ALPS

Annual cost

0.48%

Fund size

$751M

Key differences

  • OUSA is significantly larger than RFFC — larger funds tend to be more liquid and less likely to close.
  • RFFC follows a active selection strategy; OUSA uses index tracking.
  • Over the last 3 years, RFFC has delivered higher annualized returns.

Side-by-side comparison

RFFCOUSA
Annual cost (TER)0.48%0.48%
Fund size (AUM)$29M$751M
Since20162015
Dividend yield0.74%1.43%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+29.1%+13.0%
CAGR 3Y+21.9%+13.6%
CAGR 5Y+12.6%+9.1%
Sharpe 3Y1.240.86
Volatility 1Y12.11%9.87%
Max drawdown-36.26%-33.12%

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

Similar to RFFC and OUSA