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SPDV vs OUSM

AAM S&P 500 High Dividend Value ETF vs ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares

SPDV

AAM S&P 500 High Dividend Value ETF

AAM

Annual cost

0.29%

Fund size

$90M

OUSM

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

ALPS

Annual cost

0.48%

Fund size

$904M

Key differences

  • SPDV costs 0.19% less per year.
  • OUSM is significantly larger than SPDV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPDV has delivered higher annualized returns.

Side-by-side comparison

SPDVOUSM
Annual cost (TER)0.29%0.48%
Fund size (AUM)$90M$904M
Since20172016
Dividend yield3.38%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+12.4%
CAGR 3Y+17.2%+12.3%
CAGR 5Y+8.5%+7.5%
Sharpe 3Y0.910.61
Volatility 1Y12.31%13.33%
Max drawdown-43.81%-39.84%

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

Similar to SPDV and OUSM