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OUSA vs EQL

Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and ALPS EQUAL SECTOR WEIGHT ETF (EQL, ETF).

5-Year PerformanceEQL has outperformed OUSA, delivering a return of +11.0% compared to +8.9%

OUSA vs EQL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
OUSA
$748M
EQL
$745M
Expense Ratio
OUSA
0.48%
Winner
EQL
0.19%
Max Drawdown
Winner
OUSA
33.37%
EQL
36.36%
Sharpe Ratio
OUSA
0.89
Winner
EQL
1.43
5Y Beta
Winner
OUSA
0.57
EQL
0.68
P/E Ratio
Winner
OUSA
22.44
EQL
24.14
Forward P/E
OUSA
20.93
Winner
EQL
20.42
PEG Ratio
OUSA
0.63
EQL
N/A
5Y Dividends CAGR
OUSA
4.65%
Winner
EQL
8.44%
5Y EPS CAGR
OUSA
12.87%
Winner
EQL
19.75%
Debt to Equity
Winner
OUSA
-101.92%
EQL
42.06%
P/S Ratio
OUSA
3.62
Winner
EQL
2.74
P/B Ratio
OUSA
6.95
Winner
EQL
3.89

OUSA vs EQL - Holdings Comparison

OUSA and EQL have 89 common holdings. Overlap is 23.03%

OUSA's top 25 holdings weight is 69.41%. EQL's top 25 holdings weight is 36.50%.

RankOUSAEQL
#1
APPLE INC (AAPL) - 5.73%
ALPHABET INC CLASS A (GOOGL) - 4.93%
#2
JOHNSON & JOHNSON (JNJ) - 5.72%
AMAZON.COM INC (AMZN) - 3.71%
#3
ALPHABET INC CLASS A (GOOGL) - 5.35%
EXXONMOBIL HOLDINGS CORP (XOM) - 2.73%
#4
VISA INC CLASS A (V) - 5.00%
NVIDIA CORP (NVDA) - 1.91%
#5
MASTERCARD INC CLASS A (MA) - 4.44%
LINDE PLC (LIN) - 1.71%
#6
CISCO SYSTEMS INC (CSCO) - 4.14%
META PLATFORMS INC CLASS A (META) - 1.71%
#7
THE HOME DEPOT INC (HD) - 3.85%
APPLE INC (AAPL) - 1.64%
#8
MICROSOFT CORP (MSFT) - 3.83%
CHEVRON CORP (CVX) - 1.63%
#9
MCDONALD'S CORP (MCD) - 3.22%
ELI LILLY AND CO (LLY) - 1.56%
#10
MERCK & CO INC (MRK) - 3.16%
WALMART INC (WMT) - 1.50%
#11
TJX COMPANIES INC (TJX) - 2.70%
TESLA INC (TSLA) - 1.41%
#12
TEXAS INSTRUMENTS INC (TXN) - 2.66%
MICROSOFT CORP (MSFT) - 1.33%
#13
MARSH (MRSH) - 2.51%
WELLTOWER INC (WELL) - 1.29%
#14
ABBOTT LABORATORIES (ABT) - 2.24%
COSTCO WHOLESALE CORP (COST) - 1.26%
#15
ACCENTURE PLC CLASS A (ACN) - 2.09%
NEXTERA ENERGY INC (NEE) - 1.14%
#16
COMCAST CORP CLASS A (CMCSA) - 1.87%
COCA-COLA CO (KO) - 1.11%
#17
PROCTER & GAMBLE CO (PG) - 1.79%
JPMORGAN CHASE & CO (JPM) - 1.10%
#18
COCA-COLA CO (KO) - 1.41%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.07%
#19
LOWE'S COMPANIES INC (LOW) - 1.36%
PROLOGIS INC (PLD) - 1.03%
#20
UNION PACIFIC CORP (UNP) - 1.21%
PROCTER & GAMBLE CO (PG) - 0.99%
#21
ILLINOIS TOOL WORKS INC (ITW) - 1.08%
SEMPRA (SRE) - 0.36%
#22
MOODYS CORP (MCO) - 1.03%
THE GOLDMAN SACHS GROUP INC (GS) - 0.35%
#23
VERIZON COMMUNICATIONS INC (VZ) - 1.02%
CBRE GROUP INC CLASS A (CBRE) - 0.35%
#24
CATERPILLAR INC (CAT) - 1.00%
VENTAS INC (VTR) - 0.34%
#25
AMPHENOL CORP CLASS A (APH) - 1.00%
AMGEN INC (AMGN) - 0.34%
Total Holdings102461

OUSA vs EQL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OUSA
+4.88%
EQL
+2.81%
3M
Winner
OUSA
+6.63%
EQL
+4.05%
6M
OUSA
+5.97%
Winner
EQL
+6.04%
1Y
OUSA
+13.48%
Winner
EQL
+18.59%
5Y(CAGR)
OUSA
+8.89%
Winner
EQL
+10.98%
10Y(CAGR)
OUSA
+10.62%
Winner
EQL
+12.52%
Max(CAGR)
OUSA
+10.81%
Winner
EQL
+13.71%

OUSA vs EQL - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearOUSAEQL
2026+9.34%+12.74%
2025+10.84%+13.32%
2024+17.36%+16.33%
2023+13.30%+17.25%
2022-8.93%-10.83%
2021+25.28%+31.31%
2020+6.47%+10.55%
2019+25.40%+27.93%
2018-3.27%-6.48%
2017+18.33%+17.71%
2016+13.66%+14.59%
2015+1.16%-1.15%
2014N/A+14.14%
2013N/A+27.40%
2012N/A+12.86%
2011N/A+1.53%
2010N/A+13.63%
2009N/A+28.94%

OUSA vs EQL Drawdown Comparison

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

The maximum drawdown for EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current OUSA drawdown is -0.13%. The current EQL drawdown is -0.34%.

RankOUSAEQL
#1-33.12%
Jan 17, 2020 - Aug 25, 2020		-35.65%
Feb 19, 2020 - Sep 2, 2020
#2-19.54%
Dec 29, 2021 - Dec 11, 2023		-19.23%
Mar 29, 2022 - Jul 25, 2023
#3-13.29%
Sep 21, 2018 - Feb 19, 2019		-18.66%
Jul 7, 2011 - Feb 7, 2012
#4-13.14%
Nov 29, 2024 - Aug 12, 2025		-17.43%
Sep 21, 2018 - Apr 2, 2019
#5-10.66%
Jan 26, 2018 - Sep 18, 2018		-15.34%
Apr 23, 2010 - Nov 4, 2010
#6-10.63%
Jul 16, 2015 - Oct 22, 2015		-15.08%
Nov 29, 2024 - Jun 30, 2025
#7-9.16%
Sep 2, 2020 - Dec 4, 2020		-13.01%
May 21, 2015 - Apr 19, 2016
#8-8.36%
Feb 6, 2026 - Jul 2, 2026		-10.32%
Jul 31, 2023 - Dec 13, 2023
#9-7.75%
Nov 3, 2015 - Mar 2, 2016		-9.49%
Jan 26, 2018 - Aug 20, 2018
#10-7.47%
Jul 22, 2016 - Feb 13, 2017		-9.02%
Apr 2, 2012 - Aug 8, 2012
#11-6.14%
Aug 16, 2021 - Nov 3, 2021		-8.66%
Jan 4, 2022 - Mar 29, 2022
#12-5.17%
Mar 28, 2024 - May 15, 2024		-8.32%
Jan 19, 2010 - Mar 16, 2010
#13-5.13%
Apr 24, 2019 - Jun 18, 2019		-8.22%
Sep 2, 2020 - Nov 9, 2020
#14-5.06%
Jul 29, 2019 - Sep 12, 2019		-6.99%
Oct 18, 2012 - Jan 2, 2013
#15-4.98%
Jul 16, 2024 - Aug 15, 2024		-6.90%
Sep 19, 2014 - Oct 31, 2014

Correlation

Correlation between OUSA and EQL is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2009 - 2026)

OUSA vs EQL dividend yield comparison.

YearOUSAEQL
20260.90%0.48%
20251.39%1.73%
20241.50%1.78%
20231.80%1.96%
20221.92%2.14%
20211.56%1.69%
20202.03%2.29%
20192.31%1.95%
20183.06%2.39%
20172.15%1.97%
20162.32%2.89%
20151.17%2.07%
20140.00%1.68%
20130.00%1.55%
20120.00%2.09%
20110.00%1.87%
20100.00%1.72%
20090.00%1.00%

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