OUSA vs IGE
Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).
5-Year PerformanceIGE has outperformed OUSA, delivering a return of +23.0% compared to +8.9%
OUSA vs IGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OUSA
$748M
IGE
$747M
Expense Ratio
OUSA
0.48%
Winner
IGE
0.37%
Max Drawdown
Winner
OUSA
33.37%
IGE
73.46%
Sharpe Ratio
OUSA
0.89
Winner
IGE
2.24
5Y Beta
Winner
OUSA
0.57
IGE
0.63
P/E Ratio
OUSA
22.44
Winner
IGE
19.05
Forward P/E
OUSA
20.93
Winner
IGE
14.55
PEG Ratio
OUSA
0.63
IGE
N/A
5Y Dividends CAGR
OUSA
4.65%
Winner
IGE
7.99%
5Y EPS CAGR
OUSA
12.87%
Winner
IGE
25.90%
Debt to Equity
Winner
OUSA
-101.92%
IGE
39.97%
P/S Ratio
OUSA
3.62
Winner
IGE
1.78
P/B Ratio
OUSA
6.95
Winner
IGE
2.51
OUSA vs IGE - Holdings Comparison
OUSA and IGE have 1 common holdings. Overlap is 0.00%
OUSA's top 25 holdings weight is 69.41%. IGE's top 25 holdings weight is 66.39%.
| Rank | OUSA | IGE |
|---|---|---|
| #1 | APPLE INC (AAPL) - 5.73% | EXXON MOBIL CORP (XOM) - 9.52% |
| #2 | JOHNSON & JOHNSON (JNJ) - 5.72% | CHEVRON CORP (CVX) - 8.88% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.35% | CONOCOPHILLIPS (COP) - 3.60% |
| #4 | VISA INC CLASS A (V) - 5.00% | ENBRIDGE INC (n/a) - 3.33% |
| #5 | MASTERCARD INC CLASS A (MA) - 4.44% | NEWMONT CORP (NEM) - 2.85% |
| #6 | CISCO SYSTEMS INC (CSCO) - 4.14% | WILLIAMS COMPANIES INC (WMB) - 2.55% |
| #7 | THE HOME DEPOT INC (HD) - 3.85% | FREEPORT-MCMORAN INC (FCX) - 2.49% |
| #8 | MICROSOFT CORP (MSFT) - 3.83% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.32% |
| #9 | MCDONALD'S CORP (MCD) - 3.22% | VALERO ENERGY CORP (VLO) - 2.29% |
| #10 | MERCK & CO INC (MRK) - 3.16% | AGNICO EAGLE MINES LTD (n/a) - 2.25% |
| #11 | TJX COMPANIES INC (TJX) - 2.70% | MARATHON PETROLEUM CORP (MPC) - 2.21% |
| #12 | TEXAS INSTRUMENTS INC (TXN) - 2.66% | CRH PLC (CRH) - 2.01% |
| #13 | MARSH (MRSH) - 2.51% | PHILLIPS 66 (PSX) - 2.00% |
| #14 | ABBOTT LABORATORIES (ABT) - 2.24% | TC ENERGY CORP (TRP) - 1.96% |
| #15 | ACCENTURE PLC CLASS A (ACN) - 2.09% | EOG RESOURCES INC (EOG) - 1.96% |
| #16 | COMCAST CORP CLASS A (CMCSA) - 1.87% | SLB LTD (SLB) - 1.93% |
| #17 | PROCTER & GAMBLE CO (PG) - 1.79% | SUNCOR ENERGY INC (SU) - 1.81% |
| #18 | COCA-COLA CO (KO) - 1.41% | KINDER MORGAN INC CLASS P (KMI) - 1.78% |
| #19 | LOWE'S COMPANIES INC (LOW) - 1.36% | BARRICK MINING CORP (n/a) - 1.75% |
| #20 | UNION PACIFIC CORP (UNP) - 1.21% | TARGA RESOURCES CORP (TRGP) - 1.58% |
| #21 | ILLINOIS TOOL WORKS INC (ITW) - 1.08% | ONEOK INC (OKE) - 1.55% |
| #22 | MOODYS CORP (MCO) - 1.03% | BAKER HUGHES CO CLASS A (BKR) - 1.53% |
| #23 | VERIZON COMMUNICATIONS INC (VZ) - 1.02% | CHENIERE ENERGY INC (LNG) - 1.46% |
| #24 | CATERPILLAR INC (CAT) - 1.00% | WHEATON PRECIOUS METALS CORP (WPM) - 1.45% |
| #25 | AMPHENOL CORP CLASS A (APH) - 1.00% | DEVON ENERGY CORP (DVN) - 1.33% |
| Total Holdings | 102 | 155 |
OUSA vs IGE - Historical Returns
Returns include dividend reinvestment.
1M
OUSA
+4.88%
Winner
IGE
+11.93%
3M
OUSA
+6.63%
Winner
IGE
+8.53%
6M
OUSA
+5.97%
Winner
IGE
+9.84%
1Y
OUSA
+13.48%
Winner
IGE
+47.71%
5Y(CAGR)
OUSA
+8.89%
Winner
IGE
+22.99%
10Y(CAGR)
Winner
OUSA
+10.62%
IGE
+10.07%
Max(CAGR)
Winner
OUSA
+10.81%
IGE
+8.37%
OUSA vs IGE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | OUSA | IGE |
|---|---|---|
| 2026 | +9.34% | +31.08% |
| 2025 | +10.84% | +18.87% |
| 2024 | +17.36% | +7.10% |
| 2023 | +13.30% | +6.22% |
| 2022 | -8.93% | +31.15% |
| 2021 | +25.28% | +38.01% |
| 2020 | +6.47% | -19.74% |
| 2019 | +25.40% | +15.24% |
| 2018 | -3.27% | -23.01% |
| 2017 | +18.33% | -0.50% |
| 2016 | +13.66% | +30.28% |
| 2015 | +1.16% | -24.89% |
| 2014 | N/A | -9.16% |
| 2013 | N/A | +13.43% |
| 2012 | N/A | -1.17% |
| 2011 | N/A | -8.30% |
| 2010 | N/A | +19.38% |
| 2009 | N/A | +30.69% |
| 2008 | N/A | -43.73% |
| 2007 | N/A | +38.51% |
| 2006 | N/A | +11.89% |
| 2005 | N/A | +40.03% |
| 2004 | N/A | +24.17% |
| 2003 | N/A | +30.72% |
| 2002 | N/A | -13.54% |
| 2001 | N/A | +5.48% |
OUSA vs IGE Drawdown Comparison
The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The current OUSA drawdown is -0.13%.
| Rank | OUSA | IGE |
|---|---|---|
| #1 | -33.12% Jan 17, 2020 - Aug 25, 2020 | -67.55% Jul 3, 2014 - Mar 10, 2022 |
| #2 | -19.54% Dec 29, 2021 - Dec 11, 2023 | -61.55% May 20, 2008 - Jun 12, 2014 |
| #3 | -13.29% Sep 21, 2018 - Feb 19, 2019 | -31.20% Apr 2, 2002 - Dec 17, 2003 |
| #4 | -13.14% Nov 29, 2024 - Aug 12, 2025 | -25.68% Jun 7, 2022 - Mar 13, 2024 |
| #5 | -10.66% Jan 26, 2018 - Sep 18, 2018 | -19.49% Nov 22, 2024 - Aug 27, 2025 |
| #6 | -10.63% Jul 16, 2015 - Oct 22, 2015 | -18.06% May 10, 2006 - Mar 29, 2007 |
| #7 | -9.16% Sep 2, 2020 - Dec 4, 2020 | -16.15% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -8.36% Feb 6, 2026 - Jul 2, 2026 | -14.70% Sep 29, 2005 - Jan 4, 2006 |
| #9 | -7.75% Nov 3, 2015 - Mar 2, 2016 | -14.26% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -7.47% Jul 22, 2016 - Feb 13, 2017 | -13.77% Jul 19, 2007 - Sep 20, 2007 |
| #11 | -6.14% Aug 16, 2021 - Nov 3, 2021 | -11.54% Mar 2, 2026 - Aug 11, 2026 |
| #12 | -5.17% Mar 28, 2024 - May 15, 2024 | -11.17% Jan 31, 2006 - Apr 17, 2006 |
| #13 | -5.13% Apr 24, 2019 - Jun 18, 2019 | -9.92% Nov 6, 2007 - Dec 28, 2007 |
| #14 | -5.06% Jul 29, 2019 - Sep 12, 2019 | -9.49% Apr 20, 2022 - May 26, 2022 |
| #15 | -4.98% Jul 16, 2024 - Aug 15, 2024 | -8.96% Apr 5, 2024 - Oct 4, 2024 |
Correlation
Correlation between OUSA and IGE is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2001 - 2026)
OUSA vs IGE dividend yield comparison.
| Year | OUSA | IGE |
|---|---|---|
| 2026 | 0.90% | 0.80% |
| 2025 | 1.39% | 2.32% |
| 2024 | 1.50% | 2.54% |
| 2023 | 1.80% | 2.85% |
| 2022 | 1.92% | 2.96% |
| 2021 | 1.56% | 2.92% |
| 2020 | 2.03% | 3.34% |
| 2019 | 2.31% | 5.55% |
| 2018 | 3.06% | 2.68% |
| 2017 | 2.15% | 2.11% |
| 2016 | 2.32% | 1.66% |
| 2015 | 1.17% | 3.08% |
| 2014 | 0.00% | 1.83% |
| 2013 | 0.00% | 1.50% |
| 2012 | 0.00% | 1.56% |
| 2011 | 0.00% | 1.19% |
| 2010 | 0.00% | 1.38% |
| 2009 | 0.00% | 1.05% |
| 2008 | 0.00% | 1.36% |
| 2007 | 0.00% | 0.81% |
| 2006 | 0.00% | 1.14% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 1.09% |
| 2003 | 0.00% | 1.38% |
| 2002 | 0.00% | 1.71% |
| 2001 | 0.00% | 0.39% |
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