OUSM vs. VTI
Compare and contrast key facts about OShares U.S. Small-Cap Quality Dividend ETF (OUSM) and Vanguard Total Stock Market ETF (VTI).
OUSM and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OUSM is a passively managed fund by O'Shares Investments that tracks the performance of the O'Shares US Small-Cap Quality Dividend Index. It was launched on Dec 30, 2016. 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 OUSM 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: OUSM or VTI.
Correlation
The correlation between OUSM and VTI is 0.84, 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
OUSM vs. VTI - Performance Comparison
Key characteristics
OUSM:
1.01
VTI:
2.13
OUSM:
1.52
VTI:
2.83
OUSM:
1.18
VTI:
1.39
OUSM:
2.05
VTI:
3.18
OUSM:
5.52
VTI:
13.57
OUSM:
2.64%
VTI:
2.01%
OUSM:
14.43%
VTI:
12.80%
OUSM:
-39.84%
VTI:
-55.45%
OUSM:
-6.09%
VTI:
-1.45%
Returns By Period
In the year-to-date period, OUSM achieves a 14.65% return, which is significantly lower than VTI's 26.93% return.
OUSM
14.65%
-4.55%
8.71%
14.56%
10.42%
N/A
VTI
26.93%
0.53%
11.65%
27.25%
14.35%
12.66%
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OUSM vs. VTI - Expense Ratio Comparison
OUSM has a 0.48% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
OUSM vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OShares U.S. Small-Cap Quality Dividend ETF (OUSM) 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
OUSM vs. VTI - Dividend Comparison
OUSM's dividend yield for the trailing twelve months is around 1.61%, more than VTI's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OUSM OShares U.S. Small-Cap Quality Dividend ETF | 1.61% | 1.64% | 1.99% | 1.55% | 2.02% | 1.99% | 2.62% | 2.17% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.24% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
OUSM vs. VTI - Drawdown Comparison
The maximum OUSM drawdown since its inception was -39.84%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for OUSM and VTI. For additional features, visit the drawdowns tool.
Volatility
OUSM vs. VTI - Volatility Comparison
OShares U.S. Small-Cap Quality Dividend ETF (OUSM) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.12% and 4.09%, 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.