OUSA vs. VTI
Compare and contrast key facts about OShares U.S. Quality Dividend ETF (OUSA) and Vanguard Total Stock Market ETF (VTI).
OUSA and VTI 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both OUSA and VTI 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 VTI.
Correlation
The correlation between OUSA and VTI is 0.87, 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. VTI - Performance Comparison
Key characteristics
OUSA:
1.77
VTI:
1.78
OUSA:
2.46
VTI:
2.41
OUSA:
1.32
VTI:
1.33
OUSA:
3.02
VTI:
2.68
OUSA:
8.35
VTI:
10.68
OUSA:
2.07%
VTI:
2.15%
OUSA:
9.79%
VTI:
12.90%
OUSA:
-33.12%
VTI:
-55.45%
OUSA:
-0.09%
VTI:
0.00%
Returns By Period
In the year-to-date period, OUSA achieves a 4.25% return, which is significantly lower than VTI's 4.59% return.
OUSA
4.25%
3.73%
6.69%
17.98%
10.54%
N/A
VTI
4.59%
2.34%
10.34%
24.42%
14.06%
12.70%
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OUSA vs. VTI - Expense Ratio Comparison
OUSA has a 0.48% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
OUSA vs. VTI — Risk-Adjusted Performance Rank
OUSA
VTI
OUSA vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OShares U.S. Quality Dividend ETF (OUSA) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
OUSA's dividend yield for the trailing twelve months is around 1.43%, more than VTI's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OUSA OShares U.S. Quality Dividend ETF | 1.43% | 1.50% | 1.81% | 1.92% | 1.56% | 2.03% | 2.31% | 3.06% | 2.15% | 2.32% | 1.17% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.21% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
OUSA vs. VTI - Drawdown Comparison
The maximum OUSA drawdown since its inception was -33.12%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for OUSA and VTI. For additional features, visit the drawdowns tool.
Volatility
OUSA vs. VTI - Volatility Comparison
The current volatility for OShares U.S. Quality Dividend ETF (OUSA) is 2.33%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.03%. This indicates that OUSA experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.