LFEQ vs. OUSA
Compare and contrast key facts about VanEck Long/Flat Trend ETF (LFEQ) and OShares U.S. Quality Dividend ETF (OUSA).
LFEQ and OUSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LFEQ is a passively managed fund by VanEck that tracks the performance of the Ned Davis Research CMG US Large Cap Long/Flat Index - USD. It was launched on Oct 4, 2017. OUSA is a passively managed fund by O'Shares Investments that tracks the performance of the O'Shares US Quality Dividend Index. It was launched on Jul 14, 2015. Both LFEQ and OUSA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
LFEQ vs. OUSA - Performance Comparison
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LFEQ vs. OUSA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LFEQ VanEck Long/Flat Trend ETF | -3.84% | 10.49% | 24.30% | 19.66% | -22.05% | 27.97% | 17.56% | 24.07% | -5.55% | 5.27% |
OUSA OShares U.S. Quality Dividend ETF | -3.08% | 10.23% | 17.09% | 13.44% | -9.33% | 23.75% | 6.96% | 25.03% | -3.11% | 5.16% |
Returns By Period
In the year-to-date period, LFEQ achieves a -3.84% return, which is significantly lower than OUSA's -3.08% return.
LFEQ
- 1D
- 0.79%
- 1M
- -4.43%
- YTD
- -3.84%
- 6M
- -1.58%
- 1Y
- 10.73%
- 3Y*
- 14.16%
- 5Y*
- 8.01%
- 10Y*
- —
OUSA
- 1D
- 0.09%
- 1M
- -5.67%
- YTD
- -3.08%
- 6M
- -0.81%
- 1Y
- 6.59%
- 3Y*
- 11.55%
- 5Y*
- 8.68%
- 10Y*
- 9.94%
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LFEQ vs. OUSA - Expense Ratio Comparison
LFEQ has a 0.58% expense ratio, which is higher than OUSA's 0.48% expense ratio.
Return for Risk
LFEQ vs. OUSA — Risk / Return Rank
LFEQ
OUSA
LFEQ vs. OUSA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Long/Flat Trend ETF (LFEQ) and OShares U.S. Quality Dividend ETF (OUSA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LFEQ | OUSA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.48 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.00 | 0.79 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.11 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 0.64 | +0.27 |
Martin ratioReturn relative to average drawdown | 4.16 | 2.59 | +1.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LFEQ | OUSA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.48 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.66 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.66 | -0.08 |
Correlation
The correlation between LFEQ and OUSA is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LFEQ vs. OUSA - Dividend Comparison
LFEQ's dividend yield for the trailing twelve months is around 0.94%, less than OUSA's 1.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LFEQ VanEck Long/Flat Trend ETF | 0.94% | 0.90% | 0.74% | 1.56% | 1.19% | 0.37% | 2.06% | 1.45% | 1.07% | 0.79% | 0.00% | 0.00% |
OUSA OShares U.S. Quality Dividend ETF | 1.46% | 1.39% | 1.50% | 1.81% | 1.92% | 1.56% | 2.03% | 2.31% | 3.06% | 2.15% | 2.32% | 1.17% |
Drawdowns
LFEQ vs. OUSA - Drawdown Comparison
The maximum LFEQ drawdown since its inception was -35.19%, which is greater than OUSA's maximum drawdown of -33.12%. Use the drawdown chart below to compare losses from any high point for LFEQ and OUSA.
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Drawdown Indicators
| LFEQ | OUSA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.19% | -33.12% | -2.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.30% | -9.80% | -2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -25.55% | -19.54% | -6.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.12% | — |
Current DrawdownCurrent decline from peak | -5.68% | -6.57% | +0.89% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -3.54% | -2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.42% | +0.25% |
Volatility
LFEQ vs. OUSA - Volatility Comparison
VanEck Long/Flat Trend ETF (LFEQ) has a higher volatility of 5.32% compared to OShares U.S. Quality Dividend ETF (OUSA) at 3.78%. This indicates that LFEQ's price experiences larger fluctuations and is considered to be riskier than OUSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LFEQ | OUSA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 3.78% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 9.61% | 7.25% | +2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 13.83% | +3.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.37% | 13.31% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.68% | 15.14% | +2.54% |