OUSA vs. SPHD
Compare and contrast key facts about OShares U.S. Quality Dividend ETF (OUSA) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD).
OUSA and SPHD 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. SPHD is a passively managed fund by Invesco that tracks the performance of the S&P Low Volatility High Dividend index. It was launched on Oct 18, 2012. Both OUSA and SPHD 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 SPHD.
Correlation
The correlation between OUSA and SPHD is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OUSA vs. SPHD - Performance Comparison
Key characteristics
OUSA:
0.66
SPHD:
0.83
OUSA:
1.00
SPHD:
1.19
OUSA:
1.14
SPHD:
1.17
OUSA:
0.71
SPHD:
0.90
OUSA:
3.05
SPHD:
3.26
OUSA:
3.07%
SPHD:
3.66%
OUSA:
14.14%
SPHD:
14.37%
OUSA:
-33.12%
SPHD:
-41.39%
OUSA:
-7.34%
SPHD:
-7.74%
Returns By Period
In the year-to-date period, OUSA achieves a -3.31% return, which is significantly lower than SPHD's -1.45% return.
OUSA
-3.31%
-2.69%
-3.77%
9.42%
11.80%
N/A
SPHD
-1.45%
-4.83%
-4.28%
12.60%
11.85%
7.96%
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OUSA vs. SPHD - Expense Ratio Comparison
OUSA has a 0.48% expense ratio, which is higher than SPHD's 0.30% expense ratio.
Risk-Adjusted Performance
OUSA vs. SPHD — Risk-Adjusted Performance Rank
OUSA
SPHD
OUSA vs. SPHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OShares U.S. Quality Dividend ETF (OUSA) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD). 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. SPHD - Dividend Comparison
OUSA's dividend yield for the trailing twelve months is around 1.56%, less than SPHD's 3.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OUSA OShares U.S. Quality Dividend ETF | 1.56% | 1.50% | 1.81% | 1.92% | 1.56% | 2.03% | 2.31% | 3.06% | 2.15% | 2.32% | 1.17% | 0.00% |
SPHD Invesco S&P 500® High Dividend Low Volatility ETF | 3.46% | 3.41% | 4.48% | 3.89% | 3.45% | 4.89% | 4.07% | 4.40% | 3.14% | 3.83% | 3.49% | 3.24% |
Drawdowns
OUSA vs. SPHD - Drawdown Comparison
The maximum OUSA drawdown since its inception was -33.12%, smaller than the maximum SPHD drawdown of -41.39%. Use the drawdown chart below to compare losses from any high point for OUSA and SPHD. For additional features, visit the drawdowns tool.
Volatility
OUSA vs. SPHD - Volatility Comparison
OShares U.S. Quality Dividend ETF (OUSA) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) have volatilities of 10.17% and 9.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.