OShares U.S. Small-Cap Quality Dividend ETF (OUSM) Alternatives
OShares U.S. Small-Cap Quality Dividend ETF (OUSM) belongs to the Small Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with OUSM. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to OUSM
OUSM charges 0.48% annually. Among ETFs in the Small Cap Blend Equities category, these options have the lowest expense ratios among OUSM alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF | 0.04% | Jun 28, 2004 | OUSM vs ISCB | |
| SPDR Portfolio S&P 600 Small Cap ETF | 0.05% | Jul 8, 2013 | OUSM vs SPSM | |
| Vanguard Extended Market ETF | 0.06% | Dec 27, 2001 | OUSM vs VXF | |
| iShares Core S&P Small-Cap ETF | 0.06% | May 22, 2000 | OUSM vs IJR | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.09% | Nov 16, 2020 | OUSM vs BBSC |
Best Risk-Adjusted Alternatives to OUSM
Among ETFs in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares Microcap ETF | 87 | Aug 12, 2005 | OUSM vs IWC | |
| Invesco NASDAQ Future Gen 200 ETF | 84 | Oct 13, 2022 | OUSM vs QQQS | |
| First Trust Dow Jones Select MicroCap Index Fund | 83 | Sep 27, 2005 | OUSM vs FDM | |
| First Trust Small Cap Core AlphaDEX Fund | 81 | May 8, 2007 | OUSM vs FYX | |
| Fidelity Enhanced Small Cap ETF | 76 | Dec 20, 2007 | OUSM vs FESM |
Top Performing OUSM Alternatives (YTD)
OUSM alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| WisdomTree U.S. SmallCap Dividend Fund | 7.74% | Jun 16, 2006 | OUSM vs DES | |
| Opus Small Cap Value Plus ETF | 6.67% | Jul 18, 2018 | OUSM vs OSCV | |
| VictoryShares US Small Cap High Dividend Volatilit... | 6.03% | Jul 8, 2015 | OUSM vs CSB | |
| First Trust Small Cap Core AlphaDEX Fund | 5.67% | May 8, 2007 | OUSM vs FYX | |
| Overlay Shares Small Cap Equity ETF | 4.70% | Sep 30, 2019 | OUSM vs OVS |
Lowest Volatility Alternatives to OUSM
OUSM alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | 9.68% | Jul 14, 2015 | OUSM vs ALTY | |
| First Trust Horizon Managed Volatility Small/Mid E... | 13.63% | Apr 6, 2020 | OUSM vs HSMV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | 16.27% | Feb 5, 2015 | OUSM vs REGL | |
| Virtus Private Credit Strategy ETF | 16.60% | Feb 7, 2019 | OUSM vs VPC | |
| 6 Meridian Small Cap Equity ETF | 16.64% | May 11, 2020 | OUSM vs SIXS |
Lowest Drawdown Alternatives to OUSM
OUSM alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | -8.52% | Jul 14, 2015 | OUSM vs ALTY | |
| Invesco Russell 1000 Dynamic Multifactor ETF | -10.00% | Nov 8, 2017 | OUSM vs OMFL | |
| First Trust Horizon Managed Volatility Small/Mid E... | -10.57% | Apr 6, 2020 | OUSM vs HSMV | |
| ProShares Russell 2000 Dividend Growers ETF | -10.94% | Feb 5, 2015 | OUSM vs SMDV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | -10.94% | Feb 5, 2015 | OUSM vs REGL |
Other ETFs from O'Shares Investments
Most popular O'Shares Investments ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| OShares U.S. Quality Dividend ETF | Large Cap Growth Equities, Dividend | 30 | -3.17% | Jul 14, 2015 | OUSM vs OUSA | |
| O’Shares Global Internet Giants ETF | Large Cap Growth Equities | 8 | -22.38% | Jun 5, 2018 | OUSM vs OGIG |
Often Compared With OUSM
What investors most often compare with OUSM, based on PortfoliosLab usage data.
Compare OUSM with Any Fund or Stock
Compare OUSM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.