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 37 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% | 16.85B | Jul 2013 | OUSM vs SPSM | |
| Schwab U.S. Small-Cap ETF | 0.04% | 23.26B | Nov 2009 | OUSM vs SCHA | |
| iShares Morningstar Small-Cap ETF | 0.04% | 282.90M | Jun 2004 | OUSM vs ISCB | |
| Vanguard Small-Cap ETF | 0.05% | 182.70B | Jan 2004 | OUSM vs VB | |
| iShares Core S&P Small-Cap ETF | 0.06% | 109.39B | May 2000 | OUSM vs IJR |
Best Risk-Adjusted Alternatives to OUSM
OUSM has a PortfoliosLab risk / return rank of 26. There are 60 ETFs in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 96 | — | Jun 2025 | OUSM vs RB | |
| First Trust Small Cap Core AlphaDEX Fund | 90 | 1.36B | May 2007 | OUSM vs FYX | |
| Fidelity Enhanced Small Cap Core ETF | 88 | 5.78B | Dec 2007 | OUSM vs FESM | |
| Hartford Multifactor Small Cap ETF | 85 | 61.26M | Mar 2015 | OUSM vs ROSC | |
| Avantis US Small Cap Equity ETF | 84 | 2.96B | Jan 2022 | OUSM vs AVSC |
Top Performing OUSM Alternatives (YTD)
OUSM is at 9.37% YTD. There are 62 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 54.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily Small Cap Bull 3X Shares | 54.93% | 1.43B | Nov 2008 | OUSM vs TNA | |
| Inspire Small/Mid Cap Impact ETF | 28.20% | 329.18M | Feb 2017 | OUSM vs ISMD | |
| Allspring SMID Core ETF | 27.62% | 78.82M | Jul 2025 | OUSM vs ASCE | |
| Invesco NASDAQ Future Gen 200 ETF | 27.09% | 21.99M | Oct 2022 | OUSM vs QQQS | |
| JPMorgan Fundamental Data Science Small Core ETF | 26.09% | 9.08M | Aug 2024 | OUSM vs SCDS |
Lowest Volatility Alternatives to OUSM
OUSM has 13.06% 1-year volatility. There are 4 ETFs in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 6.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 6.57% | — | Jun 2025 | OUSM vs RB | |
| First Trust Horizon Managed Volatility Small/Mid E... | 10.54% | 34.63M | Apr 2020 | OUSM vs HSMV | |
| Global X Russell 2000 Covered Call ETF | 10.66% | 1.36B | Apr 2019 | OUSM vs RYLD | |
| CresAlta Small & Mid-Cap ETF | 11.04% | 88.99M | May 2026 | OUSM vs CVSM | |
| Opus Small Cap Value Plus ETF | 13.23% | 685.56M | Jul 2018 | OUSM vs OSCV |
Lowest Drawdown Alternatives to OUSM
OUSM has a 1-year max drawdown of -9.21%. There are 27 ETFs in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -2.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | -2.09% | — | Jun 2025 | OUSM vs RB | |
| 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% | 264.62M | 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 $737M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| OShares U.S. Quality Dividend ETF | Large Cap Growth Equities, Dividend | 35 | 3.37% | 736.71M | Jul 2015 | OUSM vs OUSA | |
| O’Shares Global Internet Giants ETF | Large Cap Growth Equities | 6 | -10.91% | 106.12M | Jun 2018 | OUSM vs OGIG |
Often Compared With OUSM
Investors most often compare OUSM with FTHNX, VOO, SMIN. These 20 comparison targets span 12 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