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SCHD vs OUSA

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

SCHD

Schwab U.S. Dividend Equity ETF

Schwab ETFs

Annual cost

0.06%

Fund size

$91.1B

OUSA

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

ALPS

Annual cost

0.48%

Fund size

$751M

Key differences

  • SCHD costs 0.42% less per year.
  • SCHD is significantly larger than OUSA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHD has delivered higher annualized returns.

Side-by-side comparison

SCHDOUSA
Annual cost (TER)0.06%0.48%
Fund size (AUM)$91.1B$751M
Since20112015
Dividend yield3.29%1.43%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.1%+13.0%
CAGR 3Y+16.2%+13.6%
CAGR 5Y+8.7%+9.1%
Sharpe 3Y0.950.86
Volatility 1Y11.01%9.87%
Max drawdown-33.37%-33.12%

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

Similar to SCHD and OUSA