OUSM vs. RB
OUSM (OShares U.S. Small-Cap Quality Dividend ETF) and RB (ProShares Russell 2000 Dynamic Daily Buffer ETF) are both exchange-traded funds - OUSM is a Small Cap Blend Equities fund tracking the O'Shares US Small-Cap Quality Dividend Index, while RB is a Defined Outcome fund tracking the Russell 2000. Both are passively managed. A 0.63 correlation means they provide meaningful diversification when combined. OUSM charges 0.48%/yr vs 0.58%/yr for RB.
Performance
OUSM vs. RB - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with OUSM having a 6.80% return and RB slightly lower at 6.76%.
OUSM
- 1D
- -0.06%
- 1M
- 1.69%
- YTD
- 6.80%
- 6M
- 6.94%
- 1Y
- 10.89%
- 3Y*
- 11.71%
- 5Y*
- 7.39%
- 10Y*
- —
RB
- 1D
- -0.17%
- 1M
- 1.63%
- YTD
- 6.76%
- 6M
- 8.48%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OUSM vs. RB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OUSM OShares U.S. Small-Cap Quality Dividend ETF | 6.80% | 2.34% |
RB ProShares Russell 2000 Dynamic Daily Buffer ETF | 6.76% | 10.58% |
Correlation
The correlation between OUSM and RB is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 27, 2025 | 0.63 |
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Return for Risk
OUSM vs. RB — Risk / Return Rank
OUSM
RB
OUSM vs. RB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OShares U.S. Small-Cap Quality Dividend ETF (OUSM) and ProShares Russell 2000 Dynamic Daily Buffer ETF (RB). 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.
| OUSM | RB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.15 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.19 | — | — |
| Martin ratioReturn relative to average drawdown | 3.47 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OUSM | RB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 3.15 | -2.67 |
Drawdowns
OUSM vs. RB - Drawdown Comparison
The maximum OUSM drawdown since its inception was -39.84%, which is greater than RB's maximum drawdown of -1.70%. Use the drawdown chart below to compare losses from any high point for OUSM and RB.
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Drawdown Indicators
| OUSM | RB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.84% | -1.70% | -38.14% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.44% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.44% | — | — |
Current DrawdownCurrent decline from peak | -1.67% | -0.47% | -1.20% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -0.41% | -4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | — | — |
Volatility
OUSM vs. RB - Volatility Comparison
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Volatility by Period
| OUSM | RB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.25% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.15% | 6.21% | +6.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 6.21% | +10.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.94% | 6.21% | +12.73% |
OUSM vs. RB - Expense Ratio Comparison
OUSM has a 0.48% expense ratio, which is lower than RB's 0.58% expense ratio.
Dividends
OUSM vs. RB - Dividend Comparison
OUSM's dividend yield for the trailing twelve months is around 2.07%, more than RB's 2.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
OUSM OShares U.S. Small-Cap Quality Dividend ETF | 2.07% | 2.09% | 1.62% | 1.64% | 1.98% | 1.55% | 2.02% | 1.99% | 2.63% | 2.17% |
RB ProShares Russell 2000 Dynamic Daily Buffer ETF | 2.00% | 1.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OUSM and RB have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OUSM is cheaper at 0.48% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OUSM is cheaper with a 0.48% expense ratio, compared with 0.58% for RB.
OUSM has the higher dividend yield at 2.07%, compared with 2.00% for RB.
OUSM is categorized as Small Cap Blend Equities, while RB is Defined Outcome. OUSM tracks O'Shares US Small-Cap Quality Dividend Index, while RB tracks Russell 2000. They also come from different issuers: O'Shares Investments and ProShares. Their fees differ too: 0.48% for OUSM and 0.58% for RB.
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