OShares U.S. Small-Cap Quality Dividend ETF (OUSM) belongs to the Quality Factor 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 41 ETFs in the Quality Factor category with lower expense ratios, going as low as 0.12%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan U.S. Quality Factor ETF | 0.12% | 8.22B | Nov 2017 | OUSM vs JQUA | |
| Vanguard U.S. Quality Factor ETF | 0.13% | 473.70M | Feb 2018 | OUSM vs VFQY | |
| Avantis U.S. Quality ETF | 0.15% | 286.69M | Mar 2025 | OUSM vs AVUQ | |
| Principal Quality ETF | 0.15% | 53.80M | Mar 2016 | OUSM vs PSET | |
| SEI Enhanced US Large Cap Quality Factor ETF | 0.15% | 473.26M | May 2022 | OUSM vs SEIQ |
Best Risk-Adjusted Alternatives to OUSM
OUSM has a PortfoliosLab risk / return rank of 52. There are 43 ETFs in the Quality Factor category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Xtrackers Russell 1000 US Quality at a Reasonable ... | 91 | 76.03M | Apr 2018 | OUSM vs QARP | |
| Royce Quant Small-Cap Quality Value ETF | 90 | 29.20M | Jul 2017 | OUSM vs SQLV | |
| SRH U.S. Quality ETF | 90 | 170.62M | Oct 2022 | OUSM vs SRHQ | |
| Natixis Gateway Quality Income ETF | 90 | 173.80M | Dec 2023 | OUSM vs GQI | |
| Astoria US Equal Weight Quality Kings ETF | 90 | 164.26M | Jul 2023 | OUSM vs ROE |
Top Performing OUSM Alternatives (YTD)
OUSM is at 13.55% YTD. There are 28 ETFs in the Quality Factor category with higher YTD returns, going as high as 27.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P International Developed High Quality E... | 27.25% | 939.30M | Jun 2007 | OUSM vs IDHQ | |
| Royce Quant Small-Cap Quality Value ETF | 26.53% | 29.20M | Jul 2017 | OUSM vs SQLV | |
| iShares MSCI Emerging Markets Quality Factor ETF | 25.30% | 11.86M | Sep 2024 | OUSM vs EQLT | |
| WisdomTree Emerging Markets Quality Dividend Growt... | 24.33% | 141.38M | Aug 2013 | OUSM vs DGRE | |
| WisdomTree U.S. SmallCap Quality Dividend Growth F... | 23.92% | 405.81M | Jul 2013 | OUSM vs DGRS |
Lowest Volatility Alternatives to OUSM
OUSM has 13.13% 1-year volatility. There are 24 ETFs in the Quality Factor category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FlexShares US Quality Low Volatility Index Fund | 7.88% | 163.65M | Jul 2019 | OUSM vs QLV | |
| FlexShares Quality Dividend Defensive Index Fund | 9.84% | 545.84M | Dec 2012 | OUSM vs QDEF | |
| Natixis Gateway Quality Income ETF | 9.93% | 173.80M | Dec 2023 | OUSM vs GQI | |
| OShares U.S. Quality Dividend ETF | 10.25% | 747.95M | Jul 2015 | OUSM vs OUSA | |
| WisdomTree U.S. Quality Dividend Growth Fund | 10.47% | 16.52B | May 2013 | OUSM vs DGRW |
Lowest Drawdown Alternatives to OUSM
OUSM has a 1-year max drawdown of -9.21%. There are 24 ETFs in the Quality Factor category with shallower 1-year drawdowns, going as shallow as -6.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FlexShares US Quality Low Volatility Index Fund | -6.19% | 163.65M | Jul 2019 | OUSM vs QLV | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | OUSM vs SRHQ | |
| Indexperts Quality Earnings Focused ETF | -6.92% | 34.97M | Dec 2024 | OUSM vs QIDX | |
| FlexShares Quality Dividend Defensive Index Fund | -6.95% | 545.84M | Dec 2012 | OUSM vs QDEF | |
| Natixis Gateway Quality Income ETF | -6.96% | 173.80M | Dec 2023 | OUSM vs GQI |
Other ETFs from O'Shares Investments
The 1 most viewed O'Shares Investments ETFs shown here include OGIG and span 1 categories. AUM among these funds goes as high as $104M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| O’Shares Global Internet Giants ETF | Large Cap Growth Equities | 7 | -8.22% | 104.00M | Jun 2018 | OUSM vs OGIG |
Often Compared With OUSM
Investors most often compare OUSM with FTHNX, VOO, SMIN. These 20 comparison targets span 14 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