HFSI vs OUSM
Comparison between HARTFORD STRATEGIC INCOME ETF (HFSI, ETF) and ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF).
HFSI vs OUSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HFSI
$879M
OUSM
$878M
Expense Ratio
HFSI
0.49%
Winner
OUSM
0.48%
Max Drawdown
Winner
HFSI
3.94%
OUSM
40.05%
Sharpe Ratio
HFSI
0.62
Winner
OUSM
0.69
5Y Beta
Winner
HFSI
0.12
OUSM
0.71
P/E Ratio
HFSI
N/A
OUSM
16.56
Forward P/E
HFSI
N/A
OUSM
13.58
PEG Ratio
HFSI
N/A
OUSM
0.14
5Y Dividends CAGR
HFSI
N/A
OUSM
13.02%
5Y EPS CAGR
HFSI
N/A
OUSM
13.37%
Debt to Equity
HFSI
N/A
OUSM
-21.19%
P/S Ratio
HFSI
N/A
OUSM
1.36
P/B Ratio
HFSI
N/A
OUSM
2.64
HFSI vs OUSM - Historical Returns
Returns include dividend reinvestment.
1M
HFSI
-0.34%
Winner
OUSM
+2.49%
3M
HFSI
+0.20%
Winner
OUSM
+3.69%
6M
HFSI
+0.86%
Winner
OUSM
+5.98%
1Y
HFSI
+5.74%
Winner
OUSM
+13.18%
5Y(CAGR)
HFSI
N/A
OUSM
+8.50%
10Y(CAGR)
HFSI
N/A
OUSM
+9.29%
Max(CAGR)
HFSI
+8.99%
Winner
OUSM
+9.29%
HFSI vs OUSM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | HFSI | OUSM |
|---|---|---|
| 2026 | +1.09% | +10.48% |
| 2025 | +10.27% | +2.83% |
| 2024 | N/A | +13.77% |
| 2023 | N/A | +17.87% |
| 2022 | N/A | -7.79% |
| 2021 | N/A | +22.84% |
| 2020 | N/A | +7.71% |
| 2019 | N/A | +28.03% |
| 2018 | N/A | -11.00% |
| 2017 | N/A | +10.41% |
| 2016 | N/A | +0.00% |
HFSI vs OUSM Drawdown Comparison
The maximum drawdown for HFSI was -3.06%, occurring on Mar 27, 2026. Recovery took 65 trading sessions.
The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current HFSI drawdown is -0.78%. The current OUSM drawdown is -1.10%.
| Rank | HFSI | OUSM |
|---|---|---|
| #1 | -3.06% Feb 27, 2026 - Jun 2, 2026 | -39.83% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -0.94% Jul 8, 2025 - Jul 22, 2025 | -22.47% Sep 14, 2018 - Oct 28, 2019 |
| #3 | -0.85% Oct 28, 2025 - Nov 26, 2025 | -19.44% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -0.78% Jun 29, 2026 - Jul 21, 2026 | -19.05% Jan 4, 2022 - Feb 1, 2023 |
| #5 | -0.62% May 19, 2025 - May 27, 2025 | -11.01% Jul 19, 2023 - Dec 11, 2023 |
| #6 | -0.60% Jun 2, 2026 - Jun 15, 2026 | -10.32% Feb 2, 2023 - Jul 13, 2023 |
| #7 | -0.59% Jun 4, 2025 - Jun 12, 2025 | -9.21% Feb 11, 2026 - Jun 16, 2026 |
| #8 | -0.57% Jan 14, 2026 - Jan 27, 2026 | -8.85% Jan 23, 2018 - Jun 5, 2018 |
| #9 | -0.57% Nov 26, 2025 - Dec 24, 2025 | -7.36% Nov 12, 2021 - Jan 4, 2022 |
| #10 | -0.51% Apr 30, 2025 - May 13, 2025 | -7.07% Mar 28, 2024 - Jul 12, 2024 |
| #11 | -0.51% Aug 13, 2025 - Aug 22, 2025 | -5.96% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -0.42% Sep 11, 2025 - Oct 13, 2025 | -5.25% Sep 2, 2021 - Oct 21, 2021 |
| #13 | -0.38% Jun 12, 2025 - Jun 23, 2025 | -4.97% May 7, 2021 - Aug 3, 2021 |
| #14 | -0.37% Jun 16, 2026 - Jun 29, 2026 | -4.78% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -0.36% Jun 30, 2025 - Jul 8, 2025 | -3.96% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between HFSI and OUSM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2017 - 2026)
HFSI vs OUSM dividend yield comparison.
| Year | HFSI | OUSM |
|---|---|---|
| 2026 | 2.62% | 0.96% |
| 2025 | 4.38% | 2.09% |
| 2024 | 0.00% | 1.62% |
| 2023 | 0.00% | 1.64% |
| 2022 | 0.00% | 1.98% |
| 2021 | 0.00% | 1.55% |
| 2020 | 0.00% | 2.02% |
| 2019 | 0.00% | 1.99% |
| 2018 | 0.00% | 2.63% |
| 2017 | 0.00% | 2.17% |
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