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OUSA vs BOE

Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and BlackRock Enhanced Global Dividend Trust (BOE, ETF).

5-Year PerformanceOUSA has outperformed BOE, delivering a return of +8.9% compared to +6.7%

OUSA vs BOE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
OUSA
$743M
BOE
$740M
Expense Ratio
OUSA
0.48%
BOE
N/A
Max Drawdown
Winner
OUSA
33.37%
BOE
76.22%
Sharpe Ratio
OUSA
0.72
Winner
BOE
0.96
5Y Beta
Winner
OUSA
0.60
BOE
0.68
P/E Ratio
OUSA
21.51
BOE
N/A
Forward P/E
OUSA
19.99
BOE
N/A
PEG Ratio
OUSA
0.71
BOE
N/A
5Y Dividends CAGR
OUSA
4.41%
Winner
BOE
5.59%
5Y EPS CAGR
OUSA
13.64%
BOE
N/A
Debt to Equity
OUSA
-74.07%
BOE
N/A
P/S Ratio
OUSA
3.47
BOE
N/A
P/B Ratio
OUSA
6.62
BOE
N/A

OUSA vs BOE - Historical Returns

Returns include dividend reinvestment.

1M
OUSA
+2.01%
Winner
BOE
+4.79%
3M
OUSA
+3.52%
Winner
BOE
+9.31%
6M
OUSA
+1.95%
Winner
BOE
+8.41%
1Y
OUSA
+11.66%
Winner
BOE
+16.79%
5Y(CAGR)
Winner
OUSA
+8.91%
BOE
+6.74%
10Y(CAGR)
Winner
OUSA
+10.38%
BOE
+9.28%
Max(CAGR)
Winner
OUSA
+10.41%
BOE
+6.29%

OUSA vs BOE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearOUSABOE
2026+3.09%+6.28%
2025+10.84%+17.97%
2024+17.36%+17.13%
2023+13.30%+11.38%
2022-8.93%-16.90%
2021+25.28%+20.59%
2020+6.47%+6.80%
2019+25.40%+23.58%
2018-3.27%-20.76%
2017+18.33%+27.78%
2016+13.66%+0.14%
2015+1.16%+5.73%
2014N/A-4.48%
2013N/A+21.27%
2012N/A+10.24%
2011N/A-19.47%
2010N/A+8.08%
2009N/A+29.61%
2008N/A-36.80%
2007N/A+11.31%
2006N/A+36.12%
2005N/A-5.45%

OUSA vs BOE Drawdown Comparison

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

The maximum drawdown for BOE was -59.26%, occurring on Nov 20, 2008. Recovery took 1481 trading sessions.

The current OUSA drawdown is -1.07%.

RankOUSABOE
#1-33.12%
Jan 17, 2020 - Aug 25, 2020
-59.26%
Dec 31, 2007 - Nov 15, 2013
#2-19.54%
Dec 29, 2021 - Dec 11, 2023
-36.58%
Jan 22, 2020 - Nov 25, 2020
#3-13.29%
Sep 21, 2018 - Feb 19, 2019
-26.13%
Jan 12, 2022 - May 10, 2024
#4-13.14%
Nov 29, 2024 - Aug 12, 2025
-24.50%
Jan 12, 2018 - Jan 22, 2020
#5-10.66%
Jan 26, 2018 - Sep 18, 2018
-20.87%
Jun 15, 2007 - Oct 4, 2007
#6-10.63%
Jul 16, 2015 - Oct 22, 2015
-20.45%
Jun 18, 2015 - Feb 3, 2017
#7-9.16%
Sep 2, 2020 - Dec 4, 2020
-15.03%
May 30, 2014 - May 20, 2015
#8-8.36%
Feb 6, 2026 - Mar 27, 2026
-14.54%
Feb 18, 2025 - May 16, 2025
#9-7.75%
Nov 3, 2015 - Mar 2, 2016
-12.02%
Jan 3, 2007 - Apr 24, 2007
#10-7.47%
Jul 22, 2016 - Feb 13, 2017
-11.51%
Feb 25, 2026 - May 11, 2026
#11-6.14%
Aug 16, 2021 - Nov 3, 2021
-10.48%
May 9, 2006 - Aug 11, 2006
#12-5.17%
Mar 28, 2024 - May 15, 2024
-10.27%
Aug 18, 2005 - Jan 6, 2006
#13-5.13%
Apr 24, 2019 - Jun 18, 2019
-7.54%
Oct 31, 2007 - Dec 6, 2007
#14-5.06%
Jul 29, 2019 - Sep 12, 2019
-6.88%
Aug 13, 2021 - Jan 3, 2022
#15-4.98%
Jul 16, 2024 - Aug 15, 2024
-6.83%
Jan 22, 2014 - Feb 28, 2014

Correlation

Correlation between OUSA and BOE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2005 - 2026)

OUSA vs BOE dividend yield comparison.

YearOUSABOE
20260.59%4.13%
20251.39%8.47%
20241.50%7.20%
20231.80%7.62%
20221.92%7.91%
20211.56%6.21%
20202.03%6.93%
20192.31%6.88%
20183.06%9.03%
20172.15%18.90%
20162.32%9.08%
20151.17%9.12%
20140.00%8.65%
20130.00%8.33%
20120.00%12.88%
20110.00%17.22%
20100.00%12.40%
20090.00%12.04%
20080.00%14.09%
20070.00%10.44%
20060.00%6.86%
20050.00%5.04%

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