GWX vs OUSM
Comparison between STATE STREET(R) SPDR(R) S&P(R) INTERNATIONAL SMALL CAP ETF (GWX, ETF) and ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF).
5-Year PerformanceOUSM has outperformed GWX, delivering a return of +8.9% compared to +7.1%
GWX vs OUSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GWX
$866M
OUSM
$862M
Expense Ratio
Winner
GWX
0.40%
OUSM
0.48%
Max Drawdown
GWX
64.84%
Winner
OUSM
40.05%
Sharpe Ratio
Winner
GWX
1.08
OUSM
0.85
5Y Beta
GWX
0.70
Winner
OUSM
0.69
P/E Ratio
GWX
N/A
OUSM
18.00
Forward P/E
GWX
N/A
OUSM
13.88
PEG Ratio
GWX
N/A
OUSM
0.15
5Y Dividends CAGR
GWX
11.24%
Winner
OUSM
12.89%
5Y EPS CAGR
GWX
N/A
OUSM
11.93%
Debt to Equity
GWX
N/A
OUSM
-52.62%
P/S Ratio
GWX
N/A
OUSM
1.41
P/B Ratio
GWX
N/A
OUSM
2.75
GWX vs OUSM - Holdings Comparison
GWX and OUSM have 0 common holdings. Overlap is 0.00%
GWX's top 25 holdings weight is 5.87%. OUSM's top 25 holdings weight is 49.26%.
| Rank | GWX | OUSM |
|---|---|---|
| #1 | MEIKO ELECTRONICS CO LTD (n/a) - 0.33% | CHEMED CORP (CHE) - 2.36% |
| #2 | KANEMATSU CORP (n/a) - 0.29% | TEXAS ROADHOUSE INC (TXRH) - 2.28% |
| #3 | TAMARACK VALLEY ENERGY LTD (n/a) - 0.28% | SEI INVESTMENTS CO (SEIC) - 2.23% |
| #4 | NITTO BOSEKI CO LTD (n/a) - 0.27% | ESSENT GROUP LTD (ESNT) - 2.18% |
| #5 | MEGA OR HOLDINGS LTD (n/a) - 0.26% | MGIC INVESTMENT CORP (MTG) - 2.16% |
| #6 | KITRON ASA (n/a) - 0.25% | NATIONAL HEALTHCARE CORP (NHC) - 2.08% |
| #7 | SPROTT INC (n/a) - 0.25% | PRIMERICA INC (PRI) - 2.08% |
| #8 | CENTERRA GOLD INC (n/a) - 0.25% | DONALDSON CO INC (DCI) - 2.07% |
| #9 | WOORI TECHNOLOGY INCORPORATION (n/a) - 0.25% | H&R BLOCK INC (HRB) - 2.07% |
| #10 | INSIGNIA FINANCIAL LTD (n/a) - 0.24% | ITT INC (ITT) - 2.05% |
| #11 | AIXTRON SE (n/a) - 0.24% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.04% |
| #12 | n/a (ZIM) - 0.23% | AVNET INC (AVT) - 2.01% |
| #13 | SEOJIN SYSTEM CO LTD (n/a) - 0.22% | RADIAN GROUP INC (RDN) - 2.00% |
| #14 | WONIK IPS CO LTD (n/a) - 0.22% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.97% |
| #15 | DAEDUCK ELECTRONICS ORDINARY SHARES (n/a) - 0.22% | ENCOMPASS HEALTH CORP (EHC) - 1.97% |
| #16 | ROYAL HEIJMANS NV (n/a) - 0.22% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.96% |
| #17 | CITIZEN WATCH CO LTD (n/a) - 0.21% | FEDERATED HERMES INC CLASS B (FHI) - 1.81% |
| #18 | SENIOR PLC (n/a) - 0.21% | LITTELFUSE INC (LFUS) - 1.80% |
| #19 | PALADIN ENERGY LTD (n/a) - 0.21% | SKYWORKS SOLUTIONS INC (SWKS) - 1.78% |
| #20 | WESTGOLD RESOURCES LTD (n/a) - 0.21% | THE WESTERN UNION CO (WU) - 1.76% |
| #21 | DENISON MINES CORP (n/a) - 0.21% | DOLBY LABORATORIES INC CLASS A (DLB) - 1.75% |
| #22 | DB HITEK CO LTD (n/a) - 0.20% | MUELLER INDUSTRIES INC (MLI) - 1.73% |
| #23 | WESDOME GOLD MINES LTD (n/a) - 0.20% | SERVICE CORP INTERNATIONAL (SCI) - 1.72% |
| #24 | KELLER GROUP PLC (n/a) - 0.20% | A.O. SMITH CORP (AOS) - 1.70% |
| #25 | KIYO BANK LTD (n/a) - 0.20% | TD SYNNEX CORP (SNX) - 1.70% |
| Total Holdings | 1989 | 109 |
GWX vs OUSM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GWX
+6.66%
OUSM
+4.06%
3M
GWX
+1.92%
Winner
OUSM
+8.74%
6M
GWX
+2.07%
Winner
OUSM
+7.74%
1Y
Winner
GWX
+23.50%
OUSM
+15.07%
5Y(CAGR)
GWX
+7.08%
Winner
OUSM
+8.94%
10Y(CAGR)
GWX
+7.56%
Winner
OUSM
+9.65%
Max(CAGR)
GWX
+4.84%
Winner
OUSM
+9.65%
GWX vs OUSM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | GWX | OUSM |
|---|---|---|
| 2026 | +13.36% | +14.97% |
| 2025 | +35.62% | +2.83% |
| 2024 | +1.47% | +13.77% |
| 2023 | +10.99% | +17.87% |
| 2022 | -20.31% | -7.79% |
| 2021 | +10.03% | +22.84% |
| 2020 | +12.62% | +7.71% |
| 2019 | +17.92% | +28.03% |
| 2018 | -19.91% | -11.00% |
| 2017 | +27.90% | +10.41% |
| 2016 | +8.22% | +0.00% |
| 2015 | +5.86% | N/A |
| 2014 | -6.48% | N/A |
| 2013 | +19.64% | N/A |
| 2012 | +13.12% | N/A |
| 2011 | -16.33% | N/A |
| 2010 | +21.76% | N/A |
| 2009 | +35.68% | N/A |
| 2008 | -44.34% | N/A |
| 2007 | -1.74% | N/A |
GWX vs OUSM Drawdown Comparison
The maximum drawdown for GWX was -63.21%, occurring on Mar 9, 2009. Recovery took 1504 trading sessions.
The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current GWX drawdown is -0.72%. The current OUSM drawdown is -0.66%.
| Rank | GWX | OUSM |
|---|---|---|
| #1 | -63.21% Oct 31, 2007 - Oct 22, 2013 | -39.83% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -45.26% Jan 26, 2018 - Dec 17, 2020 | -22.47% Sep 14, 2018 - Oct 28, 2019 |
| #3 | -34.58% Sep 3, 2021 - Jun 12, 2025 | -19.44% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -19.35% Jul 3, 2014 - Aug 10, 2016 | -19.05% Jan 4, 2022 - Feb 1, 2023 |
| #5 | -13.12% Jul 12, 2007 - Oct 29, 2007 | -11.01% Jul 19, 2023 - Dec 11, 2023 |
| #6 | -11.91% Feb 27, 2026 - May 6, 2026 | -10.32% Feb 2, 2023 - Jul 13, 2023 |
| #7 | -9.26% May 11, 2026 - Aug 14, 2026 | -9.21% Feb 11, 2026 - Jun 16, 2026 |
| #8 | -6.36% Oct 27, 2025 - Dec 10, 2025 | -8.85% Jan 23, 2018 - Jun 5, 2018 |
| #9 | -6.21% Jan 22, 2014 - Feb 28, 2014 | -7.36% Nov 12, 2021 - Jan 4, 2022 |
| #10 | -6.15% Sep 28, 2016 - Jan 25, 2017 | -7.07% Mar 28, 2024 - Jul 12, 2024 |
| #11 | -5.60% Jun 7, 2021 - Sep 1, 2021 | -5.96% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -4.19% May 7, 2021 - Jun 1, 2021 | -5.25% Sep 2, 2021 - Oct 21, 2021 |
| #13 | -4.06% Mar 6, 2014 - Jun 5, 2014 | -4.97% May 7, 2021 - Aug 3, 2021 |
| #14 | -3.96% Jan 21, 2021 - Feb 5, 2021 | -4.78% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -3.87% Oct 22, 2013 - Dec 30, 2013 | -3.96% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between GWX and OUSM is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2007 - 2026)
GWX vs OUSM dividend yield comparison.
| Year | GWX | OUSM |
|---|---|---|
| 2026 | 1.14% | 1.12% |
| 2025 | 2.83% | 2.09% |
| 2024 | 2.71% | 1.62% |
| 2023 | 2.64% | 1.64% |
| 2022 | 2.71% | 1.98% |
| 2021 | 2.75% | 1.55% |
| 2020 | 1.74% | 2.02% |
| 2019 | 3.41% | 1.99% |
| 2018 | 2.94% | 2.63% |
| 2017 | 5.18% | 2.17% |
| 2016 | 4.21% | 0.00% |
| 2015 | 2.67% | 0.00% |
| 2014 | 13.53% | 0.00% |
| 2013 | 3.06% | 0.00% |
| 2012 | 2.68% | 0.00% |
| 2011 | 3.25% | 0.00% |
| 2010 | 2.36% | 0.00% |
| 2009 | 1.49% | 0.00% |
| 2008 | 1.92% | 0.00% |
| 2007 | 2.38% | 0.00% |
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