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OUSA vs BIT

Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and BlackRock Multi-Sector Income Trust (BIT, ETF).

5-Year PerformanceOUSA has outperformed BIT, delivering a return of +8.9% compared to +2.0%

OUSA vs BIT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OUSA
$748M
Winner
BIT
$749M
Expense Ratio
OUSA
0.48%
BIT
N/A
Max Drawdown
Winner
OUSA
33.37%
BIT
53.30%
Sharpe Ratio
Winner
OUSA
0.89
BIT
-0.88
5Y Beta
OUSA
0.57
Winner
BIT
0.35
P/E Ratio
OUSA
22.44
BIT
N/A
Forward P/E
OUSA
20.93
BIT
N/A
PEG Ratio
OUSA
0.63
BIT
N/A
5Y Dividends CAGR
Winner
OUSA
4.65%
BIT
2.15%
5Y EPS CAGR
OUSA
12.87%
BIT
N/A
Debt to Equity
OUSA
-101.92%
BIT
N/A
P/S Ratio
OUSA
3.62
BIT
N/A
P/B Ratio
OUSA
6.95
BIT
N/A

OUSA vs BIT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OUSA
+4.88%
BIT
-2.42%
3M
Winner
OUSA
+6.63%
BIT
-0.71%
6M
Winner
OUSA
+5.97%
BIT
-3.94%
1Y
Winner
OUSA
+13.48%
BIT
-2.27%
5Y(CAGR)
Winner
OUSA
+8.89%
BIT
+2.00%
10Y(CAGR)
Winner
OUSA
+10.62%
BIT
+6.55%
Max(CAGR)
Winner
OUSA
+10.81%
BIT
+5.84%

OUSA vs BIT - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearOUSABIT
2026+9.34%-1.60%
2025+10.84%+2.49%
2024+17.36%+7.07%
2023+13.30%+16.41%
2022-8.93%-14.15%
2021+25.28%+15.26%
2020+6.47%+19.14%
2019+25.40%+12.67%
2018-3.27%-7.43%
2017+18.33%+18.37%
2016+13.66%+17.55%
2015+1.16%+2.08%
2014N/A+5.67%
2013N/A-8.42%

OUSA vs BIT Drawdown Comparison

The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.

The maximum drawdown for BIT was -43.56%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.

The current OUSA drawdown is -0.13%. The current BIT drawdown is -6.69%.

RankOUSABIT
#1-33.12%
Jan 17, 2020 - Aug 25, 2020
-43.56%
Dec 2, 2019 - Aug 12, 2020
#2-19.54%
Dec 29, 2021 - Dec 11, 2023
-23.70%
Oct 22, 2021 - Jan 25, 2024
#3-13.29%
Sep 21, 2018 - Feb 19, 2019
-20.34%
Mar 25, 2013 - May 12, 2014
#4-13.14%
Nov 29, 2024 - Aug 12, 2025
-13.52%
Aug 28, 2018 - Apr 1, 2019
#5-10.66%
Jan 26, 2018 - Sep 18, 2018
-10.42%
Feb 14, 2025 - Jun 11, 2025
#6-10.63%
Jul 16, 2015 - Oct 22, 2015
-10.24%
Apr 28, 2015 - May 9, 2016
#7-9.16%
Sep 2, 2020 - Dec 4, 2020
-8.97%
Aug 13, 2025 - Mar 27, 2026
#8-8.36%
Feb 6, 2026 - Jul 2, 2026
-8.06%
Sep 7, 2016 - Dec 29, 2016
#9-7.75%
Nov 3, 2015 - Mar 2, 2016
-7.46%
Jan 9, 2018 - Aug 14, 2018
#10-7.47%
Jul 22, 2016 - Feb 13, 2017
-7.26%
Aug 29, 2014 - Feb 12, 2015
#11-6.14%
Aug 16, 2021 - Nov 3, 2021
-6.62%
Mar 27, 2024 - Sep 24, 2024
#12-5.17%
Mar 28, 2024 - May 15, 2024
-4.15%
Aug 2, 2019 - Oct 14, 2019
#13-5.13%
Apr 24, 2019 - Jun 18, 2019
-4.02%
Jul 9, 2014 - Aug 29, 2014
#14-5.06%
Jul 29, 2019 - Sep 12, 2019
-3.99%
Oct 24, 2017 - Dec 28, 2017
#15-4.98%
Jul 16, 2024 - Aug 15, 2024
-3.86%
Sep 24, 2024 - Jan 15, 2025

Correlation

Correlation between OUSA and BIT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2013 - 2026)

OUSA vs BIT dividend yield comparison.

YearOUSABIT
20260.90%8.30%
20251.39%11.15%
20241.50%10.17%
20231.80%9.89%
20221.92%9.57%
20211.56%8.18%
20202.03%8.46%
20192.31%8.84%
20183.06%9.12%
20172.15%8.44%
20162.32%11.65%
20151.17%8.66%
20140.00%8.85%
20130.00%6.82%

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