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QUSA vs. OUSA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

QUSA vs. OUSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VistaShares Target 15™ USA Quality Income ETF (QUSA) and OShares U.S. Quality Dividend ETF (OUSA). The values are adjusted to include any dividend payments, if applicable.

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QUSA vs. OUSA - Yearly Performance Comparison


Returns By Period

In the year-to-date period, QUSA achieves a -0.71% return, which is significantly higher than OUSA's -3.08% return.


QUSA

1D
0.80%
1M
-3.49%
YTD
-0.71%
6M
-4.26%
1Y
3Y*
5Y*
10Y*

OUSA

1D
0.09%
1M
-5.67%
YTD
-3.08%
6M
-0.81%
1Y
6.59%
3Y*
11.55%
5Y*
8.68%
10Y*
9.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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QUSA vs. OUSA - Expense Ratio Comparison

QUSA has a 0.95% expense ratio, which is higher than OUSA's 0.48% expense ratio.


Return for Risk

QUSA vs. OUSA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QUSA

OUSA
OUSA Risk / Return Rank: 2626
Overall Rank
OUSA Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
OUSA Sortino Ratio Rank: 2525
Sortino Ratio Rank
OUSA Omega Ratio Rank: 2525
Omega Ratio Rank
OUSA Calmar Ratio Rank: 2727
Calmar Ratio Rank
OUSA Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QUSA vs. OUSA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VistaShares Target 15™ USA Quality Income ETF (QUSA) and OShares U.S. Quality Dividend ETF (OUSA). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

QUSA vs. OUSA - Sharpe Ratio Comparison


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Sharpe Ratios by Period


QUSAOUSADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.41

0.66

-1.08

Correlation

The correlation between QUSA and OUSA 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.


Dividends

QUSA vs. OUSA - Dividend Comparison

QUSA's dividend yield for the trailing twelve months is around 10.79%, more than OUSA's 1.46% yield.


TTM20252024202320222021202020192018201720162015
QUSA
VistaShares Target 15™ USA Quality Income ETF
10.79%6.61%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OUSA
OShares U.S. Quality Dividend ETF
1.46%1.39%1.50%1.81%1.92%1.56%2.03%2.31%3.06%2.15%2.32%1.17%

Drawdowns

QUSA vs. OUSA - Drawdown Comparison

The maximum QUSA drawdown since its inception was -10.64%, smaller than the maximum OUSA drawdown of -33.12%. Use the drawdown chart below to compare losses from any high point for QUSA and OUSA.


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Drawdown Indicators


QUSAOUSADifference

Max Drawdown

Largest peak-to-trough decline

-10.64%

-33.12%

+22.48%

Max Drawdown (1Y)

Largest decline over 1 year

-9.80%

Max Drawdown (5Y)

Largest decline over 5 years

-19.54%

Max Drawdown (10Y)

Largest decline over 10 years

-33.12%

Current Drawdown

Current decline from peak

-7.46%

-6.57%

-0.89%

Average Drawdown

Average peak-to-trough decline

-4.24%

-3.54%

-0.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.42%

Volatility

QUSA vs. OUSA - Volatility Comparison


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Volatility by Period


QUSAOUSADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.78%

Volatility (6M)

Calculated over the trailing 6-month period

7.25%

Volatility (1Y)

Calculated over the trailing 1-year period

10.32%

13.83%

-3.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.32%

13.31%

-2.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.32%

15.14%

-4.82%