RKSG vs. OUSA

Last updated Aug 5, 2026

RKSG (Ruk Strategic Growth ETF) and OUSA (OShares U.S. Quality Dividend ETF) are both exchange-traded funds - RKSG is a Large Cap Growth Equities fund tracking the Ruk Strategic Growth Index, while OUSA is a Quality Factor fund tracking the O'Shares US Quality Dividend Index. Both are passively managed. Their 0.52 correlation means they have sometimes moved together and sometimes differently. RKSG charges 0.50%/yr vs 0.48%/yr for OUSA.

Performance

RKSG vs. OUSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ruk Strategic Growth ETF (RKSG) and OShares U.S. Quality Dividend ETF (OUSA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RKSG

• 1D: 1.30%
• 1M: 3.51%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

OUSA

• 1D: 1.27%
• 1M: 3.71%
• 6M: 5.67%
• YTD: 8.45%
• 1Y: 16.10%
• 3Y*: 14.04%
• 5Y*: 9.18%
• 10Y*: 10.54%
• ALL TIME*: 10.85%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
OUSA OShares U.S. Quality Dividend ETF	$880.04K	$1.30M	$1.44M
RKSG Ruk Strategic Growth ETF	$31.32K	$31.13K	$35.98K

RKSG vs. OUSA - Yearly Performance Comparison

	2026 (YTD)
RKSG Ruk Strategic Growth ETF	14.25%
OUSA OShares U.S. Quality Dividend ETF	11.24%

Correlation

The correlation between RKSG and OUSA is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Apr 7, 2026	0.52

RKSG vs. OUSA - Sectors Allocation Comparison

Sectors	RKSG	OUSA
Technology	34.2%	23.7%
Healthcare	17.4%	15.1%
Financial Services	12.2%	18.6%
Industrials	10.1%	11.9%
Communication Services	7.9%	10.3%
Consumer Cyclical	5.3%	13.1%
Energy	4.0%	-
Basic Materials	2.7%	-
Consumer Defensive	2.6%	7.4%
Utilities	1.6%	-
Real Estate	1.1%	-

Return for Risk

RKSG vs. OUSA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RKSG

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

OUSA

OUSA Risk / Return Rank: 56
OUSA Sharpe Ratio Rank: 59
OUSA Sortino Ratio Rank: 64
OUSA Omega Ratio Rank: 57
OUSA Calmar Ratio Rank: 48
OUSA Martin Ratio Rank: 52

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RKSG vs. OUSA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ruk Strategic Growth ETF (RKSG) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	RKSG	OUSA	Difference
Sharpe ratio: Return per unit of total volatility	—	1.58	—
Sortino ratio: Return per unit of downside risk	—	2.40	—
Omega ratio: Gain probability vs. loss probability	—	1.28	—
Calmar ratio: Return relative to maximum drawdown	—	1.93	—
Martin ratio: Return relative to average drawdown	—	6.75	—

Drawdowns

RKSG vs. OUSA - Drawdown Comparison

The maximum RKSG drawdown since its inception was -5.34%, smaller than the maximum OUSA drawdown of -33.12%. Use the drawdown chart below to compare losses from any high point for RKSG and OUSA.

Drawdown Indicators

	RKSG	OUSA	Difference
Max Drawdown Largest peak-to-trough decline	-5.34%	-33.12%	+27.78%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.36%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-13.14%	—
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	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-1.38%	-3.50%	+2.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.39%	—

Volatility

Volatility by Period

	RKSG	OUSA	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.81%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.12%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.58%	10.31%	+1.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.58%	13.39%	-1.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.58%	15.20%	-3.62%

RKSG vs. OUSA - Expense Ratio Comparison

RKSG has a 0.50% expense ratio, which is higher than OUSA's 0.48% expense ratio.

Dividends

RKSG vs. OUSA - Dividend Comparison

RKSG has not paid dividends to shareholders, while OUSA's dividend yield for the trailing twelve months is around 1.33%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
OUSA OShares U.S. Quality Dividend ETF	1.33%	1.39%	1.50%	1.81%	1.92%	1.56%	2.03%	2.31%	3.06%	2.15%	2.32%	1.17%
RKSG Ruk Strategic Growth ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RKSG and OUSA in my portfolio?

RKSG and OUSA have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RKSG or OUSA?

On fees, OUSA is cheaper at 0.48% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, RKSG or OUSA?

OUSA is cheaper with a 0.48% expense ratio, compared with 0.50% for RKSG.

Which ETF pays a higher dividend yield, RKSG or OUSA?

OUSA has the higher dividend yield at 1.33%, compared with 0.00% for RKSG.

What is the main difference between RKSG and OUSA?

RKSG is categorized as Large Cap Growth Equities, while OUSA is Quality Factor. RKSG tracks Ruk Strategic Growth Index, while OUSA tracks O'Shares US Quality Dividend Index. They also come from different issuers: Ruk and O'Shares Investments. Their fees differ too: 0.50% for RKSG and 0.48% for OUSA.