OUSA vs HEWJ
Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and ISHARES CURRENCY HEDGED MSCI JAPAN ETF (HEWJ, ETF).
5-Year PerformanceHEWJ has outperformed OUSA, delivering a return of +22.2% compared to +8.5%
OUSA vs HEWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OUSA vs HEWJ - Holdings Comparison
OUSA and HEWJ have 1 common holdings. Overlap is -1.00%
OUSA's top 25 holdings weight is 69.47%. HEWJ's top 25 holdings weight is 211.15%.
| Rank | OUSA | HEWJ |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 5.80% | JPY/USD PURCHASED (n/a) - 111.94% |
| #2 | APPLE INC (AAPL) - 5.75% | ISHARES MSCI JAPAN ETF (EWJ) - 98.38% |
| #3 | JOHNSON & JOHNSON (JNJ) - 5.52% | CASH OFFSET (n/a) - 1.73% |
| #4 | VISA INC CLASS A (V) - 5.02% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.07% |
| #5 | MASTERCARD INC CLASS A (MA) - 4.46% | USD CASH (n/a) - 0.03% |
| #6 | CISCO SYSTEMS INC (CSCO) - 4.12% | JPY/USD SOLD (n/a) - -1.00% |
| #7 | THE HOME DEPOT INC (HD) - 3.96% | N/A |
| #8 | MICROSOFT CORP (MSFT) - 3.88% | N/A |
| #9 | MCDONALD'S CORP (MCD) - 3.23% | N/A |
| #10 | MERCK & CO INC (MRK) - 3.06% | N/A |
| #11 | TEXAS INSTRUMENTS INC (TXN) - 2.72% | N/A |
| #12 | TJX COMPANIES INC (TJX) - 2.62% | N/A |
| #13 | MARSH (MRSH) - 2.51% | N/A |
| #14 | ACCENTURE PLC CLASS A (ACN) - 2.04% | N/A |
| #15 | ABBOTT LABORATORIES (ABT) - 1.99% | N/A |
| #16 | COMCAST CORP CLASS A (CMCSA) - 1.86% | N/A |
| #17 | PROCTER & GAMBLE CO (PG) - 1.77% | N/A |
| #18 | COCA-COLA CO (KO) - 1.42% | N/A |
| #19 | LOWE'S COMPANIES INC (LOW) - 1.40% | N/A |
| #20 | UNION PACIFIC CORP (UNP) - 1.19% | N/A |
| #21 | ILLINOIS TOOL WORKS INC (ITW) - 1.07% | N/A |
| #22 | MOODYS CORP (MCO) - 1.06% | N/A |
| #23 | CATERPILLAR INC (CAT) - 1.03% | N/A |
| #24 | AMPHENOL CORP CLASS A (APH) - 1.00% | N/A |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.99% | N/A |
| Total Holdings | 102 | 6 |
OUSA vs HEWJ - Historical Returns
Returns include dividend reinvestment.
OUSA vs HEWJ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | OUSA | HEWJ |
|---|---|---|
| 2026 | +4.25% | +21.41% |
| 2025 | +10.84% | +30.04% |
| 2024 | +17.36% | +25.12% |
| 2023 | +13.30% | +35.83% |
| 2022 | -8.93% | -4.22% |
| 2021 | +25.28% | +14.41% |
| 2020 | +6.47% | +9.12% |
| 2019 | +25.40% | +20.80% |
| 2018 | -3.27% | -14.88% |
| 2017 | +18.33% | +19.55% |
| 2016 | +13.66% | +1.29% |
| 2015 | +1.16% | +8.29% |
| 2014 | N/A | +20.54% |
OUSA vs HEWJ Drawdown Comparison
The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for HEWJ was -31.53%, occurring on Mar 16, 2020. Recovery took 192 trading sessions.
The current OUSA drawdown is -1.44%. The current HEWJ drawdown is -3.31%.
| Rank | OUSA | HEWJ |
|---|---|---|
| #1 | -33.12% Jan 17, 2020 - Aug 25, 2020 | -31.53% Feb 6, 2020 - Nov 9, 2020 |
| #2 | -19.54% Dec 29, 2021 - Dec 11, 2023 | -29.57% Aug 10, 2015 - Oct 10, 2017 |
| #3 | -13.29% Sep 21, 2018 - Feb 19, 2019 | -21.57% Jan 23, 2018 - Feb 6, 2020 |
| #4 | -13.14% Nov 29, 2024 - Aug 12, 2025 | -20.90% Jul 10, 2024 - Jun 27, 2025 |
| #5 | -10.66% Jan 26, 2018 - Sep 18, 2018 | -16.03% Sep 13, 2021 - Nov 25, 2022 |
| #6 | -10.63% Jul 16, 2015 - Oct 22, 2015 | -11.19% Sep 26, 2014 - Oct 31, 2014 |
| #7 | -9.16% Sep 2, 2020 - Dec 4, 2020 | -10.37% Feb 25, 2026 - May 8, 2026 |
| #8 | -8.36% Feb 6, 2026 - Jul 2, 2026 | -8.93% Jun 1, 2015 - Aug 10, 2015 |
| #9 | -7.75% Nov 3, 2015 - Mar 2, 2016 | -8.77% Dec 5, 2014 - Feb 13, 2015 |
| #10 | -7.47% Jul 22, 2016 - Feb 13, 2017 | -8.12% Nov 25, 2022 - Mar 3, 2023 |
| #11 | -6.14% Aug 16, 2021 - Nov 3, 2021 | -7.89% Mar 6, 2014 - Jun 4, 2014 |
| #12 | -5.17% Mar 28, 2024 - May 15, 2024 | -7.45% Sep 19, 2023 - Nov 17, 2023 |
| #13 | -5.13% Apr 24, 2019 - Jun 18, 2019 | -7.23% Mar 8, 2023 - Apr 17, 2023 |
| #14 | -5.06% Jul 29, 2019 - Sep 12, 2019 | -6.97% Apr 5, 2021 - Sep 2, 2021 |
| #15 | -4.98% Jul 16, 2024 - Aug 15, 2024 | -6.31% Jun 22, 2026 - Jul 17, 2026 |
Correlation
Correlation between OUSA and HEWJ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2014 - 2026)
OUSA vs HEWJ dividend yield comparison.
| Year | OUSA | HEWJ |
|---|---|---|
| 2026 | 0.84% | 0.54% |
| 2025 | 1.39% | 5.10% |
| 2024 | 1.50% | 2.20% |
| 2023 | 1.80% | 2.02% |
| 2022 | 1.92% | 47.68% |
| 2021 | 1.56% | 2.03% |
| 2020 | 2.03% | 1.20% |
| 2019 | 2.31% | 2.78% |
| 2018 | 3.06% | 1.37% |
| 2017 | 2.15% | 1.21% |
| 2016 | 2.32% | 1.88% |
| 2015 | 1.17% | 3.25% |
| 2014 | 0.00% | 2.15% |
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