OUSA vs. HDV
Compare and contrast key facts about OShares U.S. Quality Dividend ETF (OUSA) and iShares Core High Dividend ETF (HDV).
OUSA and HDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. HDV is a passively managed fund by iShares that tracks the performance of the Morningstar Dividend Yield Focus Index. It was launched on Mar 29, 2011. Both OUSA and HDV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OUSA or HDV.
Correlation
The correlation between OUSA and HDV is 0.83, 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.
Performance
OUSA vs. HDV - Performance Comparison
Key characteristics
OUSA:
1.73
HDV:
1.88
OUSA:
2.40
HDV:
2.66
OUSA:
1.31
HDV:
1.33
OUSA:
2.95
HDV:
2.44
OUSA:
8.13
HDV:
7.29
OUSA:
2.08%
HDV:
2.59%
OUSA:
9.80%
HDV:
10.01%
OUSA:
-33.12%
HDV:
-37.04%
OUSA:
-1.00%
HDV:
-0.13%
Returns By Period
In the year-to-date period, OUSA achieves a 3.31% return, which is significantly lower than HDV's 6.84% return.
OUSA
3.31%
1.91%
5.39%
14.79%
10.32%
N/A
HDV
6.84%
5.18%
4.65%
17.56%
8.84%
8.37%
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OUSA vs. HDV - Expense Ratio Comparison
OUSA has a 0.48% expense ratio, which is higher than HDV's 0.08% expense ratio.
Risk-Adjusted Performance
OUSA vs. HDV — Risk-Adjusted Performance Rank
OUSA
HDV
OUSA vs. HDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OShares U.S. Quality Dividend ETF (OUSA) and iShares Core High Dividend ETF (HDV). 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.
Dividends
OUSA vs. HDV - Dividend Comparison
OUSA's dividend yield for the trailing twelve months is around 1.40%, less than HDV's 3.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OUSA OShares U.S. Quality Dividend ETF | 1.40% | 1.50% | 1.81% | 1.92% | 1.56% | 2.03% | 2.31% | 3.06% | 2.15% | 2.32% | 1.17% | 0.00% |
HDV iShares Core High Dividend ETF | 3.43% | 3.66% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% | 3.20% |
Drawdowns
OUSA vs. HDV - Drawdown Comparison
The maximum OUSA drawdown since its inception was -33.12%, smaller than the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for OUSA and HDV. For additional features, visit the drawdowns tool.
Volatility
OUSA vs. HDV - Volatility Comparison
The current volatility for OShares U.S. Quality Dividend ETF (OUSA) is 2.38%, while iShares Core High Dividend ETF (HDV) has a volatility of 3.30%. This indicates that OUSA experiences smaller price fluctuations and is considered to be less risky than HDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.