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 a closer substitute for your current allocation.
Cheapest Alternatives to OUSM
OUSM charges 0.48% annually. There are 34 ETFs in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 600 Small Cap ETF | 0.03% | 16.36B | Jul 2013 | OUSM vs SPSM | |
| Schwab U.S. Small-Cap ETF | 0.04% | 23.58B | Nov 2009 | OUSM vs SCHA | |
| iShares Morningstar Small-Cap ETF | 0.04% | 290.06M | Jun 2004 | OUSM vs ISCB | |
| Vanguard Small-Cap ETF | 0.05% | 182.70B | Jan 2004 | OUSM vs VB | |
| Vanguard Russell 2000 ETF | 0.06% | 17.50B | Sep 2010 | OUSM vs VTWO |
Best Risk-Adjusted Alternatives to OUSM
OUSM has a PortfoliosLab risk / return rank of 27. There are 54 ETFs in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Core AlphaDEX Fund | 87 | 1.31B | May 2007 | OUSM vs FYX | |
| Fidelity Enhanced Small Cap ETF | 85 | 5.29B | Dec 2007 | OUSM vs FESM | |
| JPMorgan Fundamental Data Science Small Core ETF | 85 | 9.11M | Aug 2024 | OUSM vs SCDS | |
| Invesco NASDAQ Future Gen 200 ETF | 80 | 26.73M | Oct 2022 | OUSM vs QQQS | |
| Hartford Multifactor Small Cap ETF | 79 | 59.51M | Mar 2015 | OUSM vs ROSC |
Top Performing OUSM Alternatives (YTD)
OUSM is at 8.17% YTD. There are 58 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 56.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily Small Cap Bull 3X Shares | 56.90% | 1.44B | Nov 2008 | OUSM vs TNA | |
| Allspring SMID Core ETF | 28.36% | 78.82M | Jul 2025 | OUSM vs ASCE | |
| JPMorgan Fundamental Data Science Small Core ETF | 26.51% | 9.11M | Aug 2024 | OUSM vs SCDS | |
| Inspire Small/Mid Cap Impact ETF | 25.15% | 328.92M | Feb 2017 | OUSM vs ISMD | |
| Fidelity Enhanced Small Cap ETF | 24.59% | 5.29B | Dec 2007 | OUSM vs FESM |
Lowest Volatility Alternatives to OUSM
OUSM has 13.17% 1-year volatility. There are 3 ETFs in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 6.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 6.55% | — | Jun 2025 | OUSM vs RB | |
| First Trust Horizon Managed Volatility Small/Mid E... | 10.62% | 33.69M | Apr 2020 | OUSM vs HSMV | |
| Global X Russell 2000 Covered Call ETF | 10.66% | 1.36B | Apr 2019 | OUSM vs RYLD | |
| Opus Small Cap Value Plus ETF | 13.36% | 685.56M | Jul 2018 | OUSM vs OSCV | |
| 6 Meridian Small Cap Equity ETF | 13.59% | 106.31M | May 2020 | OUSM vs SIXS |
Lowest Drawdown Alternatives to OUSM
OUSM has a 1-year max drawdown of -9.21%. There are 25 ETFs in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.15%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows 100 ETF | -6.15% | 3.49B | Jun 2017 | OUSM vs CALF | |
| Global X Russell 2000 Covered Call ETF | -6.29% | 1.36B | Apr 2019 | OUSM vs RYLD | |
| Hypatia Women CEO ETF | -6.96% | 5.55M | Jan 2023 | OUSM vs WCEO | |
| 6 Meridian Small Cap Equity ETF | -7.16% | 106.31M | May 2020 | OUSM vs SIXS | |
| VictoryShares US Small Cap High Dividend Volatilit... | -7.18% | 257.49M | Jul 2015 | OUSM vs CSB |
Other ETFs from O'Shares Investments
The 2 most viewed O'Shares Investments ETFs shown here include OUSA, OGIG and span 2 categories. AUM among these funds goes as high as $722M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| OShares U.S. Quality Dividend ETF | Large Cap Growth Equities, Dividend | 29 | 0.48% | 722.26M | Jul 2015 | OUSM vs OUSA | |
| O’Shares Global Internet Giants ETF | Large Cap Growth Equities | 4 | -18.24% | 101.24M | Jun 2018 | OUSM vs OGIG |
Often Compared With OUSM
Investors most often compare OUSM with FTHNX, VOO, SMIN. These 20 comparison targets span 11 categories, 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.
Pair OUSM with funds that move differently
OShares U.S. Small-Cap Quality Dividend ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OUSM.
Explore OUSM Diversifiers