StockComparison Logo
vs

OUSA vs JDVI

Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and JOHN HANCOCK DISCIPLINED VALUE INTERNATIONAL SELECT ETF (JDVI, ETF).

OUSA vs JDVI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
OUSA
$748M
JDVI
$746M
Expense Ratio
Winner
OUSA
0.48%
JDVI
0.69%
Max Drawdown
OUSA
33.37%
Winner
JDVI
14.97%
Sharpe Ratio
OUSA
0.89
Winner
JDVI
1.41
5Y Beta
Winner
OUSA
0.57
JDVI
0.75
P/E Ratio
OUSA
22.44
JDVI
N/A
Forward P/E
OUSA
20.93
JDVI
N/A
PEG Ratio
OUSA
0.63
JDVI
N/A
5Y Dividends CAGR
OUSA
4.65%
JDVI
N/A
5Y EPS CAGR
OUSA
12.87%
JDVI
N/A
Debt to Equity
OUSA
-101.92%
JDVI
N/A
P/S Ratio
OUSA
3.62
JDVI
N/A
P/B Ratio
OUSA
6.95
JDVI
N/A

OUSA vs JDVI - Holdings Comparison

OUSA and JDVI have 1 common holdings. Overlap is 0.00%

OUSA's top 25 holdings weight is 69.41%. JDVI's top 25 holdings weight is 77.76%.

RankOUSAJDVI
#1
APPLE INC (AAPL) - 5.73%
KINROSS GOLD CORP (n/a) - 4.80%
#2
JOHNSON & JOHNSON (JNJ) - 5.72%
NOVARTIS AG REGISTERED SHARES (n/a) - 4.40%
#3
ALPHABET INC CLASS A (GOOGL) - 5.35%
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 4.39%
#4
VISA INC CLASS A (V) - 5.00%
SAMSUNG ELECTRONICS CO LTD (n/a) - 4.33%
#5
MASTERCARD INC CLASS A (MA) - 4.44%
HITACHI LTD (n/a) - 4.23%
#6
CISCO SYSTEMS INC (CSCO) - 4.14%
NUTRIEN LTD (n/a) - 4.12%
#7
THE HOME DEPOT INC (HD) - 3.85%
SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 4.04%
#8
MICROSOFT CORP (MSFT) - 3.83%
BAE SYSTEMS PLC (n/a) - 3.63%
#9
MCDONALD'S CORP (MCD) - 3.22%
TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 3.41%
#10
MERCK & CO INC (MRK) - 3.16%
NATWEST GROUP PLC (n/a) - 3.33%
#11
TJX COMPANIES INC (TJX) - 2.70%
NORDEA BANK ABP (NDA SE:XHEL) - 3.20%
#12
TEXAS INSTRUMENTS INC (TXN) - 2.66%
SONY GROUP CORP (n/a) - 3.19%
#13
MARSH (MRSH) - 2.51%
SANDOZ GROUP AG REGISTERED SHARES (n/a) - 2.81%
#14
ABBOTT LABORATORIES (ABT) - 2.24%
RESONA HOLDINGS INC (n/a) - 2.75%
#15
ACCENTURE PLC CLASS A (ACN) - 2.09%
GALP ENERGIA SGPS SA (n/a) - 2.73%
#16
COMCAST CORP CLASS A (CMCSA) - 1.87%
ING GROEP NV (n/a) - 2.71%
#17
PROCTER & GAMBLE CO (PG) - 1.79%
MITSUBISHI ELECTRIC CORP (n/a) - 2.56%
#18
COCA-COLA CO (KO) - 1.41%
ASTRAZENECA PLC (AZN) - 2.48%
#19
LOWE'S COMPANIES INC (LOW) - 1.36%
KDDI CORP (n/a) - 2.40%
#20
UNION PACIFIC CORP (UNP) - 1.21%
WEIR GROUP PLC (n/a) - 2.23%
#21
ILLINOIS TOOL WORKS INC (ITW) - 1.08%
RENESAS ELECTRONICS CORP (n/a) - 2.13%
#22
MOODYS CORP (MCO) - 1.03%
SIEMENS AG (n/a) - 2.06%
#23
VERIZON COMMUNICATIONS INC (VZ) - 1.02%
ALLIANZ SE (n/a) - 2.00%
#24
CATERPILLAR INC (CAT) - 1.00%
SHELL PLC (n/a) - 1.96%
#25
AMPHENOL CORP CLASS A (APH) - 1.00%
AIRBUS SE (n/a) - 1.87%
Total Holdings10241

OUSA vs JDVI - Historical Returns

Returns include dividend reinvestment.

1M
OUSA
+4.88%
Winner
JDVI
+6.54%
3M
Winner
OUSA
+6.63%
JDVI
+5.97%
6M
Winner
OUSA
+5.97%
JDVI
+5.65%
1Y
OUSA
+13.48%
Winner
JDVI
+31.30%
5Y(CAGR)
OUSA
+8.89%
JDVI
N/A
10Y(CAGR)
OUSA
+10.62%
JDVI
N/A
Max(CAGR)
OUSA
+10.81%
Winner
JDVI
+22.90%

OUSA vs JDVI - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearOUSAJDVI
2026+9.34%+16.90%
2025+10.84%+43.12%
2024+17.36%+1.55%
2023+13.30%+2.25%
2022-8.93%N/A
2021+25.28%N/A
2020+6.47%N/A
2019+25.40%N/A
2018-3.27%N/A
2017+18.33%N/A
2016+13.66%N/A
2015+1.16%N/A

OUSA vs JDVI Drawdown Comparison

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

The maximum drawdown for JDVI was -14.97%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.

The current OUSA drawdown is -0.13%.

RankOUSAJDVI
#1-33.12%
Jan 17, 2020 - Aug 25, 2020		-14.97%
Mar 19, 2025 - May 2, 2025
#2-19.54%
Dec 29, 2021 - Dec 11, 2023		-12.50%
Feb 26, 2026 - Jun 2, 2026
#3-13.29%
Sep 21, 2018 - Feb 19, 2019		-11.48%
Sep 26, 2024 - Mar 7, 2025
#4-13.14%
Nov 29, 2024 - Aug 12, 2025		-8.73%
Jul 16, 2024 - Aug 23, 2024
#5-10.66%
Jan 26, 2018 - Sep 18, 2018		-5.60%
Jun 2, 2026 - Aug 4, 2026
#6-10.63%
Jul 16, 2015 - Oct 22, 2015		-5.47%
Nov 12, 2025 - Dec 11, 2025
#7-9.16%
Sep 2, 2020 - Dec 4, 2020		-5.03%
Jul 23, 2025 - Aug 15, 2025
#8-8.36%
Feb 6, 2026 - Jul 2, 2026		-4.63%
Apr 8, 2024 - May 8, 2024
#9-7.75%
Nov 3, 2015 - Mar 2, 2016		-4.62%
Aug 23, 2024 - Sep 26, 2024
#10-7.47%
Jul 22, 2016 - Feb 13, 2017		-4.52%
Dec 27, 2023 - Mar 6, 2024
#11-6.14%
Aug 16, 2021 - Nov 3, 2021		-4.52%
May 15, 2024 - Jul 10, 2024
#12-5.17%
Mar 28, 2024 - May 15, 2024		-3.91%
Jan 27, 2026 - Feb 9, 2026
#13-5.13%
Apr 24, 2019 - Jun 18, 2019		-3.06%
Aug 22, 2025 - Sep 11, 2025
#14-5.06%
Jul 29, 2019 - Sep 12, 2019		-2.98%
Mar 7, 2025 - Mar 17, 2025
#15-4.98%
Jul 16, 2024 - Aug 15, 2024		-2.71%
Oct 6, 2025 - Nov 10, 2025

Correlation

Correlation between OUSA and JDVI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2015 - 2026)

OUSA vs JDVI dividend yield comparison.

YearOUSAJDVI
20260.90%0.00%
20251.39%2.43%
20241.50%1.87%
20231.80%0.00%
20221.92%0.00%
20211.56%0.00%
20202.03%0.00%
20192.31%0.00%
20183.06%0.00%
20172.15%0.00%
20162.32%0.00%
20151.17%0.00%

Select Stocks to Compare

Popular: OUSA vs SPYJDVI vs SPY