OUSA vs SHYM
Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and iShares High Yield Muni Income Active ETF (SHYM, ETF).
5-Year PerformanceOUSA has outperformed SHYM, delivering a return of +8.9% compared to +0.8%
OUSA vs SHYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OUSA vs SHYM - Historical Returns
Returns include dividend reinvestment.
OUSA vs SHYM - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | OUSA | SHYM |
|---|---|---|
| 2026 | +3.09% | +2.04% |
| 2025 | +10.84% | +2.36% |
| 2024 | +17.36% | +7.19% |
| 2023 | +13.30% | +8.51% |
| 2022 | -8.93% | -15.84% |
| 2021 | +25.28% | +6.71% |
| 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 SHYM Drawdown Comparison
The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for SHYM was -22.55%, occurring on Oct 24, 2022. Recovery took 908 trading sessions.
The current OUSA drawdown is -1.07%.
| Rank | OUSA | SHYM |
|---|---|---|
| #1 | -33.12% Jan 17, 2020 - Aug 25, 2020 | -22.55% Jul 19, 2021 - Feb 28, 2025 |
| #2 | -19.54% Dec 29, 2021 - Dec 11, 2023 | -8.06% Feb 28, 2025 - Jan 2, 2026 |
| #3 | -13.29% Sep 21, 2018 - Feb 19, 2019 | -2.23% Feb 27, 2026 - May 29, 2026 |
| #4 | -13.14% Nov 29, 2024 - Aug 12, 2025 | -0.72% Jun 10, 2021 - Jul 2, 2021 |
| #5 | -10.66% Jan 26, 2018 - Sep 18, 2018 | -0.27% Apr 15, 2021 - Apr 22, 2021 |
| #6 | -10.63% Jul 16, 2015 - Oct 22, 2015 | -0.27% Jan 14, 2026 - Jan 27, 2026 |
| #7 | -9.16% Sep 2, 2020 - Dec 4, 2020 | -0.18% Feb 4, 2026 - Feb 12, 2026 |
| #8 | -8.36% Feb 6, 2026 - Mar 27, 2026 | -0.16% Jun 9, 2026 - Jun 15, 2026 |
| #9 | -7.75% Nov 3, 2015 - Mar 2, 2016 | -0.13% Jun 4, 2026 - Jun 9, 2026 |
| #10 | -7.47% Jul 22, 2016 - Feb 13, 2017 | -0.13% Apr 28, 2021 - May 5, 2021 |
| #11 | -6.14% Aug 16, 2021 - Nov 3, 2021 | -0.12% May 6, 2021 - May 13, 2021 |
| #12 | -5.17% Mar 28, 2024 - May 15, 2024 | -0.10% Mar 26, 2021 - Mar 30, 2021 |
| #13 | -5.13% Apr 24, 2019 - Jun 18, 2019 | -0.06% Jul 12, 2021 - Jul 14, 2021 |
| #14 | -5.06% Jul 29, 2019 - Sep 12, 2019 | -0.04% Jan 12, 2026 - Jan 14, 2026 |
| #15 | -4.98% Jul 16, 2024 - Aug 15, 2024 | -0.04% Feb 23, 2026 - Feb 27, 2026 |
Correlation
Correlation between OUSA and SHYM is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2015 - 2026)
OUSA vs SHYM dividend yield comparison.
| Year | OUSA | SHYM |
|---|---|---|
| 2026 | 0.59% | 1.70% |
| 2025 | 1.39% | 4.55% |
| 2024 | 1.50% | 4.35% |
| 2023 | 1.80% | 4.35% |
| 2022 | 1.92% | 4.01% |
| 2021 | 1.56% | 2.97% |
| 2020 | 2.03% | 0.00% |
| 2019 | 2.31% | 0.00% |
| 2018 | 3.06% | 0.00% |
| 2017 | 2.15% | 0.00% |
| 2016 | 2.32% | 0.00% |
| 2015 | 1.17% | 0.00% |
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