OUSA vs SPHD
Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceOUSA has outperformed SPHD, delivering a return of +8.5% compared to +8.1%
OUSA vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OUSA
$726M
Winner
SPHD
$3.30B
Expense Ratio
OUSA
0.48%
Winner
SPHD
0.30%
Max Drawdown
Winner
OUSA
33.37%
SPHD
42.14%
Sharpe Ratio
OUSA
0.75
Winner
SPHD
0.82
5Y Beta
OUSA
0.59
Winner
SPHD
0.36
P/E Ratio
OUSA
21.84
Winner
SPHD
20.16
Forward P/E
OUSA
20.68
Winner
SPHD
14.47
PEG Ratio
OUSA
0.70
Winner
SPHD
0.49
5Y Dividends CAGR
OUSA
6.57%
Winner
SPHD
6.97%
5Y EPS CAGR
Winner
OUSA
13.74%
SPHD
4.93%
Debt to Equity
Winner
OUSA
-64.62%
SPHD
-40.77%
P/S Ratio
OUSA
3.50
Winner
SPHD
2.12
P/B Ratio
OUSA
6.78
Winner
SPHD
1.96
OUSA vs SPHD - Holdings Comparison
OUSA and SPHD have 11 common holdings. Overlap is 5.26%
OUSA's top 25 holdings weight is 69.47%. SPHD's top 25 holdings weight is 62.34%.
| Rank | OUSA | SPHD |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 5.80% | HEALTHPEAK PROPERTIES INC (DOC) - 3.65% |
| #2 | APPLE INC (AAPL) - 5.75% | ALTRIA GROUP INC (MO) - 3.47% |
| #3 | JOHNSON & JOHNSON (JNJ) - 5.52% | THE KRAFT HEINZ CO (KHC) - 3.19% |
| #4 | VISA INC CLASS A (V) - 5.02% | VERIZON COMMUNICATIONS INC (VZ) - 3.10% |
| #5 | MASTERCARD INC CLASS A (MA) - 4.46% | FRANKLIN RESOURCES INC (BEN) - 3.03% |
| #6 | CISCO SYSTEMS INC (CSCO) - 4.12% | ONEOK INC (OKE) - 2.86% |
| #7 | THE HOME DEPOT INC (HD) - 3.96% | PFIZER INC (PFE) - 2.82% |
| #8 | MICROSOFT CORP (MSFT) - 3.88% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.68% |
| #9 | MCDONALD'S CORP (MCD) - 3.23% | KIMCO REALTY CORP (KIM) - 2.54% |
| #10 | MERCK & CO INC (MRK) - 3.06% | REALTY INCOME CORP (O) - 2.49% |
| #11 | TEXAS INSTRUMENTS INC (TXN) - 2.72% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.48% |
| #12 | TJX COMPANIES INC (TJX) - 2.62% | T. ROWE PRICE GROUP INC (TROW) - 2.36% |
| #13 | MARSH (MRSH) - 2.51% | DOMINION ENERGY INC (D) - 2.26% |
| #14 | ACCENTURE PLC CLASS A (ACN) - 2.04% | KIMBERLY-CLARK CORP (KMB) - 2.26% |
| #15 | ABBOTT LABORATORIES (ABT) - 1.99% | BXP INC (BXP) - 2.21% |
| #16 | COMCAST CORP CLASS A (CMCSA) - 1.86% | PUBLIC STORAGE (PSA) - 2.14% |
| #17 | PROCTER & GAMBLE CO (PG) - 1.77% | HORMEL FOODS CORP (HRL) - 2.14% |
| #18 | COCA-COLA CO (KO) - 1.42% | PRUDENTIAL FINANCIAL INC (PRU) - 2.14% |
| #19 | LOWE'S COMPANIES INC (LOW) - 1.40% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.12% |
| #20 | UNION PACIFIC CORP (UNP) - 1.19% | EXTRA SPACE STORAGE INC (EXR) - 2.11% |
| #21 | ILLINOIS TOOL WORKS INC (ITW) - 1.07% | CHEVRON CORP (CVX) - 2.08% |
| #22 | MOODYS CORP (MCO) - 1.06% | UDR INC (UDR) - 2.08% |
| #23 | CATERPILLAR INC (CAT) - 1.03% | CROWN CASTLE INC (CCI) - 2.07% |
| #24 | AMPHENOL CORP CLASS A (APH) - 1.00% | EOG RESOURCES INC (EOG) - 2.03% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.99% | KINDER MORGAN INC CLASS P (KMI) - 2.03% |
| Total Holdings | 102 | 54 |
OUSA vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
OUSA
+3.44%
Winner
SPHD
+5.22%
3M
OUSA
+3.93%
Winner
SPHD
+7.02%
6M
OUSA
+2.66%
Winner
SPHD
+8.57%
1Y
OUSA
+11.03%
Winner
SPHD
+13.66%
5Y(CAGR)
Winner
OUSA
+8.48%
SPHD
+8.05%
10Y(CAGR)
Winner
OUSA
+9.96%
SPHD
+7.21%
Max(CAGR)
Winner
OUSA
+10.42%
SPHD
+9.85%
OUSA vs SPHD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | OUSA | SPHD |
|---|---|---|
| 2026 | +4.25% | +11.48% |
| 2025 | +10.84% | +3.29% |
| 2024 | +17.36% | +16.18% |
| 2023 | +13.30% | +0.93% |
| 2022 | -8.93% | +0.31% |
| 2021 | +25.28% | +26.77% |
| 2020 | +6.47% | -8.99% |
| 2019 | +25.40% | +20.89% |
| 2018 | -3.27% | -6.32% |
| 2017 | +18.33% | +10.79% |
| 2016 | +13.66% | +23.47% |
| 2015 | +1.16% | +4.85% |
| 2014 | N/A | +21.27% |
| 2013 | N/A | +18.33% |
| 2012 | N/A | -1.73% |
OUSA vs SPHD Drawdown Comparison
The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current OUSA drawdown is -1.44%. The current SPHD drawdown is -1.38%.
| Rank | OUSA | SPHD |
|---|---|---|
| #1 | -33.12% Jan 17, 2020 - Aug 25, 2020 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -19.54% Dec 29, 2021 - Dec 11, 2023 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -13.29% Sep 21, 2018 - Feb 19, 2019 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -13.14% Nov 29, 2024 - Aug 12, 2025 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -10.66% Jan 26, 2018 - Sep 18, 2018 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -10.63% Jul 16, 2015 - Oct 22, 2015 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -9.16% Sep 2, 2020 - Dec 4, 2020 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -8.36% Feb 6, 2026 - Jul 2, 2026 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -7.75% Nov 3, 2015 - Mar 2, 2016 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -7.47% Jul 22, 2016 - Feb 13, 2017 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -6.14% Aug 16, 2021 - Nov 3, 2021 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -5.17% Mar 28, 2024 - May 15, 2024 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -5.13% Apr 24, 2019 - Jun 18, 2019 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -5.06% Jul 29, 2019 - Sep 12, 2019 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -4.98% Jul 16, 2024 - Aug 15, 2024 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between OUSA and SPHD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2012 - 2026)
OUSA vs SPHD dividend yield comparison.
| Year | OUSA | SPHD |
|---|---|---|
| 2026 | 0.84% | 2.80% |
| 2025 | 1.39% | 4.02% |
| 2024 | 1.50% | 3.41% |
| 2023 | 1.80% | 4.48% |
| 2022 | 1.92% | 3.89% |
| 2021 | 1.56% | 3.45% |
| 2020 | 2.03% | 4.89% |
| 2019 | 2.31% | 4.07% |
| 2018 | 3.06% | 4.40% |
| 2017 | 2.15% | 3.14% |
| 2016 | 2.32% | 3.83% |
| 2015 | 1.17% | 3.49% |
| 2014 | 0.00% | 3.24% |
| 2013 | 0.00% | 3.68% |
| 2012 | 0.00% | 0.93% |
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