OUSA vs RSMC

Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF).

OUSA vs RSMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OUSA(ETF)	RSMC(ETF)
Net Assets	$751M	$754M
Expense Ratio	0.48%	0.75%
Max Drawdown	33.37%	22.33%
Sharpe Ratio	0.73	0.45
5Y Beta	0.60	0.97
P/E Ratio	21.90	32.40
Forward P/E	20.01	19.43
PEG Ratio	0.72	0.80
5Y Dividends CAGR	4.41%	N/A
5Y EPS CAGR	16.92%	16.96%
Debt to Equity	-80.02%	62.55%
P/S Ratio	3.51	0.79
P/B Ratio	6.73	3.83

Net Assets

OUSA

$751M

Winner

RSMC

$754M

Expense Ratio

Winner

OUSA

0.48%

RSMC

0.75%

Max Drawdown

OUSA

33.37%

Winner

RSMC

22.33%

Sharpe Ratio

Winner

OUSA

0.73

RSMC

0.45

5Y Beta

Winner

OUSA

0.60

RSMC

0.97

P/E Ratio

Winner

OUSA

21.90

RSMC

32.40

Forward P/E

OUSA

20.01

Winner

RSMC

19.43

PEG Ratio

Winner

OUSA

0.72

RSMC

0.80

5Y Dividends CAGR

OUSA

4.41%

RSMC

N/A

5Y EPS CAGR

OUSA

16.92%

Winner

RSMC

16.96%

Debt to Equity

Winner

OUSA

-80.02%

RSMC

62.55%

P/S Ratio

OUSA

3.51

Winner

RSMC

0.79

P/B Ratio

OUSA

6.73

Winner

RSMC

3.83

OUSA vs RSMC - Holdings Comparison

OUSA and RSMC have 0 common holdings. Overlap is 0.00%

OUSA's top 25 holdings weight is 69.74%. RSMC's top 25 holdings weight is 66.42%.

Rank	OUSA	RSMC
#1	ALPHABET INC CLASS A (GOOGL) - 6.11%	FIRSTCASH HOLDINGS INC (FCFS) - 4.56%
#2	APPLE INC (AAPL) - 5.44%	STONEX GROUP INC (SNEX) - 4.24%
#3	JOHNSON & JOHNSON (JNJ) - 5.17%	HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 3.82%
#4	VISA INC CLASS A (V) - 4.63%	TD SYNNEX CORP (SNX) - 3.40%
#5	CISCO SYSTEMS INC (CSCO) - 4.39%	BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.95%
#6	MASTERCARD INC CLASS A (MA) - 4.13%	RADNET INC (RDNT) - 2.80%
#7	MICROSOFT CORP (MSFT) - 4.10%	BADGER METER INC (BMI) - 2.68%
#8	THE HOME DEPOT INC (HD) - 3.62%	AAON INC (AAON) - 2.68%
#9	MCDONALD'S CORP (MCD) - 3.42%	CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.66%
#10	MERCK & CO INC (MRK) - 2.98%	KORN FERRY (KFY) - 2.58%
#11	TEXAS INSTRUMENTS INC (TXN) - 2.95%	DIGITALOCEAN HOLDINGS INC (DOCN) - 2.51%
#12	TJX COMPANIES INC (TJX) - 2.77%	MUELLER INDUSTRIES INC (MLI) - 2.51%
#13	ACCENTURE PLC CLASS A (ACN) - 2.65%	OLLIE'S BARGAIN OUTLET HOLDINGS INC (OLLI) - 2.42%
#14	MARSH (MRSH) - 2.32%	PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.38%
#15	COMCAST CORP CLASS A (CMCSA) - 2.01%	NORDSON CORP (NDSN) - 2.36%
#16	ABBOTT LABORATORIES (ABT) - 1.94%	JONES LANG LASALLE INC (JLL) - 2.29%
#17	PROCTER & GAMBLE CO (PG) - 1.72%	INTERDIGITAL INC (IDCC) - 2.27%
#18	LOWE'S COMPANIES INC (LOW) - 1.42%	STRIDE INC (LRN) - 2.25%
#19	COCA-COLA CO (KO) - 1.39%	PJT PARTNERS INC CLASS A (PJT) - 2.22%
#20	QUALCOMM INC (QCOM) - 1.32%	IMPINJ INC (PI) - 2.17%
#21	UNION PACIFIC CORP (UNP) - 1.13%	STEPSTONE GROUP INC ORDINARY SHARES CLASS A (STEP) - 2.16%
#22	VERIZON COMMUNICATIONS INC (VZ) - 1.13%	WESCO INTERNATIONAL INC (WCC) - 2.15%
#23	CATERPILLAR INC (CAT) - 1.03%	RBC BEARINGS INC (RBC) - 2.15%
#24	ILLINOIS TOOL WORKS INC (ITW) - 0.99%	ESCO TECHNOLOGIES INC (ESE) - 2.14%
#25	CBOE GLOBAL MARKETS INC (CBOE) - 0.98%	UL SOLUTIONS INC CLASS A COMMON STOCK (ULS) - 2.07%
Total Holdings	101	48

OUSA vs RSMC - Historical Returns

Returns include dividend reinvestment.

Period	OUSA	RSMC
1 month	+1.56%	-1.42%
3 months	+0.54%	+7.95%
6 months	+2.54%	+7.88%
1 year	+11.02%	+9.84%
5 years(CAGR)	+8.82%	N/A
10 years(CAGR)	+10.28%	N/A
Max(CAGR)	+10.37%	+5.79%

Winner

OUSA

+1.56%

RSMC

-1.42%

OUSA

+0.54%

Winner

RSMC

+7.95%

OUSA

+2.54%

Winner

RSMC

+7.88%

Winner

OUSA

+11.02%

RSMC

+9.84%

5Y(CAGR)

OUSA

+8.82%

RSMC

N/A

10Y(CAGR)

OUSA

+10.28%

RSMC

N/A

Max(CAGR)

Winner

OUSA

+10.37%

RSMC

+5.79%

OUSA vs RSMC - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	OUSA	RSMC
2026	+2.44%	+9.12%
2025	+10.84%	-0.75%
2024	+17.36%	+0.68%
2023	+13.30%	N/A
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 RSMC Drawdown Comparison

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

The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.

The current OUSA drawdown is -1.69%. The current RSMC drawdown is -2.70%.

Rank	OUSA	RSMC
#1	-33.12% Jan 17, 2020 - Aug 25, 2020	-22.33% Nov 25, 2024 - Apr 17, 2026
#2	-19.54% Dec 29, 2021 - Dec 11, 2023	-4.34% Nov 11, 2024 - Nov 25, 2024
#3	-13.29% Sep 21, 2018 - Feb 19, 2019	-4.29% May 8, 2026 - May 19, 2026
#4	-13.14% Nov 29, 2024 - Aug 12, 2025	-3.31% Oct 16, 2024 - Nov 6, 2024
#5	-10.66% Jan 26, 2018 - Sep 18, 2018	-2.65% Apr 24, 2026 - May 5, 2026
#6	-10.63% Jul 16, 2015 - Oct 22, 2015	-0.09% May 6, 2026 - May 8, 2026
#7	-9.16% Sep 2, 2020 - Dec 4, 2020	-0.05% Oct 14, 2024 - Oct 16, 2024
#8	-8.36% Feb 6, 2026 - Mar 27, 2026	N/A
#9	-7.75% Nov 3, 2015 - Mar 2, 2016	N/A
#10	-7.47% Jul 22, 2016 - Feb 13, 2017	N/A
#11	-6.14% Aug 16, 2021 - Nov 3, 2021	N/A
#12	-5.17% Mar 28, 2024 - May 15, 2024	N/A
#13	-5.13% Apr 24, 2019 - Jun 18, 2019	N/A
#14	-5.06% Jul 29, 2019 - Sep 12, 2019	N/A
#15	-4.98% Jul 16, 2024 - Aug 15, 2024	N/A

Correlation

Correlation between OUSA and RSMC is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

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OUSA vs RSMC

OUSA vs RSMC - Performance Comparison

Key Characteristics

OUSA vs RSMC - Holdings Comparison

OUSA vs RSMC - Historical Returns

OUSA vs RSMC - Annual Returns (2015 - 2026)

OUSA vs RSMC Drawdown Comparison

Correlation

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