OUSA vs SCHD
Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceOUSA has outperformed SCHD, delivering a return of +8.8% compared to +8.3%
OUSA vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OUSA
$751M
Winner
SCHD
$91B
Expense Ratio
OUSA
0.48%
Winner
SCHD
0.06%
Max Drawdown
OUSA
33.37%
Winner
SCHD
33.37%
Sharpe Ratio
OUSA
0.73
Winner
SCHD
1.95
5Y Beta
OUSA
0.60
Winner
SCHD
0.54
P/E Ratio
OUSA
21.90
Winner
SCHD
18.51
Forward P/E
OUSA
20.01
Winner
SCHD
14.94
PEG Ratio
Winner
OUSA
0.72
SCHD
0.96
5Y Dividends CAGR
OUSA
4.41%
Winner
SCHD
9.11%
5Y EPS CAGR
Winner
OUSA
16.92%
SCHD
7.28%
Debt to Equity
Winner
OUSA
-80.02%
SCHD
55.15%
P/S Ratio
OUSA
3.51
Winner
SCHD
1.87
P/B Ratio
OUSA
6.73
Winner
SCHD
3.86
OUSA vs SCHD - Holdings Comparison
OUSA and SCHD have 26 common holdings. Overlap is 27.97%
OUSA's top 25 holdings weight is 69.74%. SCHD's top 25 holdings weight is 80.48%.
| Rank | OUSA | SCHD |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 6.11% | QUALCOMM INC (QCOM) - 6.64% |
| #2 | APPLE INC (AAPL) - 5.44% | TEXAS INSTRUMENTS INC (TXN) - 6.24% |
| #3 | JOHNSON & JOHNSON (JNJ) - 5.17% | UNITEDHEALTH GROUP INC (UNH) - 5.02% |
| #4 | VISA INC CLASS A (V) - 4.63% | COCA-COLA CO (KO) - 4.01% |
| #5 | CISCO SYSTEMS INC (CSCO) - 4.39% | MERCK & CO INC (MRK) - 3.87% |
| #6 | MASTERCARD INC CLASS A (MA) - 4.13% | CHEVRON CORP (CVX) - 3.86% |
| #7 | MICROSOFT CORP (MSFT) - 4.10% | VERIZON COMMUNICATIONS INC (VZ) - 3.68% |
| #8 | THE HOME DEPOT INC (HD) - 3.62% | CONOCOPHILLIPS (COP) - 3.57% |
| #9 | MCDONALD'S CORP (MCD) - 3.42% | PROCTER & GAMBLE CO (PG) - 3.51% |
| #10 | MERCK & CO INC (MRK) - 2.98% | PEPSICO INC (PEP) - 3.46% |
| #11 | TEXAS INSTRUMENTS INC (TXN) - 2.95% | AMGEN INC (AMGN) - 3.44% |
| #12 | TJX COMPANIES INC (TJX) - 2.77% | THE HOME DEPOT INC (HD) - 3.27% |
| #13 | ACCENTURE PLC CLASS A (ACN) - 2.65% | ALTRIA GROUP INC (MO) - 3.04% |
| #14 | MARSH (MRSH) - 2.32% | ABBOTT LABORATORIES (ABT) - 2.98% |
| #15 | COMCAST CORP CLASS A (CMCSA) - 2.01% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.96% |
| #16 | ABBOTT LABORATORIES (ABT) - 1.94% | ACCENTURE PLC CLASS A (ACN) - 2.73% |
| #17 | PROCTER & GAMBLE CO (PG) - 1.72% | LOCKHEED MARTIN CORP (LMT) - 2.70% |
| #18 | LOWE'S COMPANIES INC (LOW) - 1.42% | COMCAST CORP CLASS A (CMCSA) - 2.26% |
| #19 | COCA-COLA CO (KO) - 1.39% | BLACKSTONE INC (BX) - 2.21% |
| #20 | QUALCOMM INC (QCOM) - 1.32% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.20% |
| #21 | UNION PACIFIC CORP (UNP) - 1.13% | SLB LTD (SLB) - 2.17% |
| #22 | VERIZON COMMUNICATIONS INC (VZ) - 1.13% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.89% |
| #23 | CATERPILLAR INC (CAT) - 1.03% | EOG RESOURCES INC (EOG) - 1.85% |
| #24 | ILLINOIS TOOL WORKS INC (ITW) - 0.99% | FORD MOTOR CO (F) - 1.50% |
| #25 | CBOE GLOBAL MARKETS INC (CBOE) - 0.98% | ONEOK INC (OKE) - 1.42% |
| Total Holdings | 101 | 103 |
OUSA vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
OUSA
+1.56%
Winner
SCHD
+1.92%
3M
OUSA
+0.54%
Winner
SCHD
+4.20%
6M
OUSA
+2.54%
Winner
SCHD
+18.73%
1Y
OUSA
+11.02%
Winner
SCHD
+27.89%
5Y(CAGR)
Winner
OUSA
+8.82%
SCHD
+8.32%
10Y(CAGR)
OUSA
+10.28%
Winner
SCHD
+12.70%
Max(CAGR)
OUSA
+10.37%
Winner
SCHD
+13.21%
OUSA vs SCHD - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | OUSA | SCHD |
|---|---|---|
| 2026 | +2.44% | +17.46% |
| 2025 | +10.84% | +4.56% |
| 2024 | +17.36% | +10.86% |
| 2023 | +13.30% | +4.71% |
| 2022 | -8.93% | -3.21% |
| 2021 | +25.28% | +31.74% |
| 2020 | +6.47% | +14.78% |
| 2019 | +25.40% | +27.28% |
| 2018 | -3.27% | -5.85% |
| 2017 | +18.33% | +20.20% |
| 2016 | +13.66% | +17.78% |
| 2015 | +1.16% | -0.21% |
| 2014 | N/A | +12.79% |
| 2013 | N/A | +30.09% |
| 2012 | N/A | +10.39% |
| 2011 | N/A | +5.31% |
OUSA vs SCHD Drawdown Comparison
The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current OUSA drawdown is -1.69%. The current SCHD drawdown is -1.61%.
| Rank | OUSA | SCHD |
|---|---|---|
| #1 | -33.12% Jan 17, 2020 - Aug 25, 2020 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -19.54% Dec 29, 2021 - Dec 11, 2023 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -13.29% Sep 21, 2018 - Feb 19, 2019 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -13.14% Nov 29, 2024 - Aug 12, 2025 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -10.66% Jan 26, 2018 - Sep 18, 2018 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -10.63% Jul 16, 2015 - Oct 22, 2015 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -9.16% Sep 2, 2020 - Dec 4, 2020 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -8.36% Feb 6, 2026 - Mar 27, 2026 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -7.75% Nov 3, 2015 - Mar 2, 2016 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -7.47% Jul 22, 2016 - Feb 13, 2017 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -6.14% Aug 16, 2021 - Nov 3, 2021 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -5.17% Mar 28, 2024 - May 15, 2024 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -5.13% Apr 24, 2019 - Jun 18, 2019 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -5.06% Jul 29, 2019 - Sep 12, 2019 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -4.98% Jul 16, 2024 - Aug 15, 2024 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between OUSA and SCHD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2011 - 2026)
OUSA vs SCHD dividend yield comparison.
| Year | OUSA | SCHD |
|---|---|---|
| 2026 | 0.59% | 0.80% |
| 2025 | 1.39% | 3.82% |
| 2024 | 1.50% | 3.64% |
| 2023 | 1.80% | 3.49% |
| 2022 | 1.92% | 3.39% |
| 2021 | 1.56% | 2.78% |
| 2020 | 2.03% | 3.16% |
| 2019 | 2.31% | 2.98% |
| 2018 | 3.06% | 3.06% |
| 2017 | 2.15% | 2.63% |
| 2016 | 2.32% | 2.89% |
| 2015 | 1.17% | 2.97% |
| 2014 | 0.00% | 2.63% |
| 2013 | 0.00% | 2.47% |
| 2012 | 0.00% | 2.86% |
| 2011 | 0.00% | 0.47% |
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