OUSM vs. FTHNX

In the year-to-date period, OUSM achieves a -3.38% return, which is significantly higher than FTHNX's -5.33% return.

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

OUSM has a 0.48% expense ratio, which is lower than FTHNX's 1.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for OShares U.S. Small-Cap Quality Dividend ETF (OUSM) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX). 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.

The current OUSM Sharpe Ratio is 0.10, which is higher than the FTHNX Sharpe Ratio of -0.29. The chart below compares the historical Sharpe Ratios of OUSM and FTHNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OUSM's dividend yield for the trailing twelve months is around 1.85%, more than FTHNX's 0.46% yield.

The maximum OUSM drawdown since its inception was -39.84%, which is greater than FTHNX's maximum drawdown of -37.78%. Use the drawdown chart below to compare losses from any high point for OUSM and FTHNX. For additional features, visit the drawdowns tool.