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OUSA vs. RFDA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

OUSA vs. RFDA

Last updated Jun 5, 2026

OUSA (OShares U.S. Quality Dividend ETF) and RFDA (RiverFront Dynamic US Dividend Advantage ETF) are both Large Cap Growth Equities funds. OUSA is passively managed, while RFDA is actively managed. Over the past 5 years, OUSA returned 8.87%/yr vs 13.42%/yr for RFDA. Their correlation of 0.81 suggests significant overlap in exposure. OUSA charges 0.48%/yr vs 0.52%/yr for RFDA.

Performance

OUSA vs. RFDA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OShares U.S. Quality Dividend ETF (OUSA) and RiverFront Dynamic US Dividend Advantage ETF (RFDA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OUSA achieves a 2.19% return, which is significantly lower than RFDA's 12.65% return.

OUSA

1D
1.12%
1M
1.77%
YTD
2.19%
6M
2.97%
1Y
11.02%
3Y*
13.17%
5Y*
8.87%
10Y*
10.30%

RFDA

1D
1.12%
1M
4.60%
YTD
12.65%
6M
13.45%
1Y
31.38%
3Y*
19.75%
5Y*
13.42%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

OUSA vs. RFDA - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
OUSA
OShares U.S. Quality Dividend ETF		2.19%10.23%17.09%13.44%-9.33%23.75%6.96%25.03%-3.11%18.81%
RFDA
RiverFront Dynamic US Dividend Advantage ETF		12.65%16.42%20.12%16.98%-8.58%25.94%11.26%27.15%-9.27%19.86%

Correlation

The correlation between OUSA and RFDA is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.67

Correlation (3Y)
Calculated over the trailing 3-year period

0.75

Correlation (5Y)
Calculated over the trailing 5-year period

0.81

Correlation (All Time)
Calculated using the full available price history since Jun 8, 2016

0.81

The correlation between OUSA and RFDA shifts across timeframes, from 0.67 (1 year) to 0.81 (5 years), reflecting how their relationship changes across market environments.

OUSA vs. RFDA - Sectors Allocation Comparison

Sectors
OUSA
RFDA

Technology

23.4%
19.9%

Financial Services

18.5%
14.7%

Healthcare

14.1%
8.8%

Consumer Cyclical

13.4%
7.0%

Industrials

11.6%
8.9%

Communication Services

11.4%
8.8%

Consumer Defensive

7.6%
7.6%

Basic Materials

-

1.8%

Energy

-

12.5%

Real Estate

-

5.0%

Utilities

-

5.0%

Technology

OUSA
23.4%
RFDA
19.9%

Financial Services

OUSA
18.5%
RFDA
14.7%

Healthcare

OUSA
14.1%
RFDA
8.8%

Consumer Cyclical

OUSA
13.4%
RFDA
7.0%

Industrials

OUSA
11.6%
RFDA
8.9%

Communication Services

OUSA
11.4%
RFDA
8.8%

Consumer Defensive

OUSA
7.6%
RFDA
7.6%

Basic Materials

OUSA

-

RFDA
1.8%

Energy

OUSA

-

RFDA
12.5%

Real Estate

OUSA

-

RFDA
5.0%

Utilities

OUSA

-

RFDA
5.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

OShares U.S. Quality Dividend ETF

RiverFront Dynamic US Dividend Advantage ETF

Often compared with OUSA:
OUSA vs. SCHDOUSA vs. SPYOUSA vs. VYMOUSA vs. JEPIOUSA vs. NOBLOUSA vs. VTIOUSA vs. DIA
Often compared with RFDA:
RFDA vs. DGRORFDA vs. DIVBRFDA vs. BWXRFDA vs. AGGRFDA vs. SCHDRFDA vs. HYGRFDA vs. IAU

Return for Risk

OUSA vs. RFDA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
OUSA
OUSA Risk / Return Rank: 3131
Overall Rank
OUSA Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
OUSA Sortino Ratio Rank: 3232
Sortino Ratio Rank
OUSA Omega Ratio Rank: 3030
Omega Ratio Rank
OUSA Calmar Ratio Rank: 2828
Calmar Ratio Rank
OUSA Martin Ratio Rank: 3333
Martin Ratio Rank
RFDA
RFDA Risk / Return Rank: 8787
Overall Rank
RFDA Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
RFDA Sortino Ratio Rank: 8484
Sortino Ratio Rank
RFDA Omega Ratio Rank: 8484
Omega Ratio Rank
RFDA Calmar Ratio Rank: 9191
Calmar Ratio Rank
RFDA Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OUSA vs. RFDA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OShares U.S. Quality Dividend ETF (OUSA) and RiverFront Dynamic US Dividend Advantage ETF (RFDA). 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.

OUSARFDADifference
Sharpe ratioReturn per unit of total volatility
1.13
2.70

-1.58

Sortino ratioReturn per unit of downside risk
1.71
3.71

-2.01

Omega ratioGain probability vs. loss probability

1.20

1.50

-0.30

Calmar ratioReturn relative to maximum drawdown

1.32

5.79

-4.46

Martin ratioReturn relative to average drawdown

4.70

21.14

-16.44

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OUSA vs. RFDA - Sharpe Ratio Comparison

The current OUSA Sharpe Ratio is 1.13, which is lower than the RFDA Sharpe Ratio of 2.70. The chart below compares the historical Sharpe Ratios of OUSA and RFDA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

OUSARFDADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.13

2.70

-1.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.86

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.80

-0.11

Drawdowns

OUSA vs. RFDA - Drawdown Comparison

The maximum OUSA drawdown since its inception was -33.12%, roughly equal to the maximum RFDA drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for OUSA and RFDA.

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Drawdown Indicators

OUSARFDADifference

Max Drawdown

Largest peak-to-trough decline

-33.12%

-34.60%

+1.48%

Max Drawdown (1Y)

Largest decline over 1 year

-8.36%

-5.45%

-2.91%

Max Drawdown (3Y)

Largest decline over 3 years

-13.14%

-19.35%

+6.21%

Max Drawdown (5Y)

Largest decline over 5 years

-19.54%

-19.35%

-0.19%

Max Drawdown (10Y)

Largest decline over 10 years

-33.12%

—

—

Current Drawdown

Current decline from peak

-1.49%

0.00%

-1.49%

Average Drawdown

Average peak-to-trough decline

-3.53%

-3.74%

+0.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.35%

1.49%

+0.86%

Volatility

OUSA vs. RFDA - Volatility Comparison

The current volatility for OShares U.S. Quality Dividend ETF (OUSA) is 2.48%, while RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a volatility of 2.75%. This indicates that OUSA experiences smaller price fluctuations and is considered to be less risky than RFDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

OUSARFDADifference

Volatility (1M)

Calculated over the trailing 1-month period

2.48%

2.75%

-0.27%

Volatility (6M)

Calculated over the trailing 6-month period

7.27%

8.53%

-1.26%

Volatility (1Y)

Calculated over the trailing 1-year period

9.80%

11.67%

-1.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.31%

15.74%

-2.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.16%

16.85%

-1.69%

OUSA vs. RFDA - Expense Ratio Comparison

OUSA has a 0.48% expense ratio, which is lower than RFDA's 0.52% expense ratio.

Dividends

OUSA vs. RFDA - Dividend Comparison

OUSA's dividend yield for the trailing twelve months is around 1.41%, less than RFDA's 1.75% yield.

PositionTTM20252024202320222021202020192018201720162015
OUSA
OShares U.S. Quality Dividend ETF		1.41%1.39%1.50%1.81%1.92%1.56%2.03%2.31%3.06%2.15%2.32%1.17%
RFDA
RiverFront Dynamic US Dividend Advantage ETF		1.75%1.89%2.23%2.68%3.57%1.44%1.62%1.87%2.44%1.90%0.98%0.00%

Frequently Asked Questions

OUSA and RFDA have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RFDA has higher volatility (2.75%) compared to OUSA (2.48%). In terms of maximum drawdown, OUSA dropped -33.12% vs RFDA's -34.60%.

On 5-year performance, RFDA leads with 13.42% vs 8.87% for OUSA. On fees, OUSA is cheaper at 0.48% per year. On volatility, OUSA has been the lower-risk option at 2.48%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, RFDA has performed better with a 13.42% return vs 8.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

OUSA is cheaper with a 0.48% expense ratio, compared with 0.52% for RFDA.

RFDA has the higher dividend yield at 1.75%, compared with 1.41% for OUSA.

They also come from different issuers: O'Shares Investments and SS&C. Their fees differ too: 0.48% for OUSA and 0.52% for RFDA.

RFDA currently has the higher Sharpe Ratio (2.70 vs 1.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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