OUSA vs VYM
Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF).
5-Year PerformanceVYM has outperformed OUSA, delivering a return of +12.1% compared to +8.5%
OUSA vs VYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OUSA
$726M
Winner
VYM
$96B
Expense Ratio
OUSA
0.48%
Winner
VYM
0.04%
Max Drawdown
Winner
OUSA
33.37%
VYM
58.80%
Sharpe Ratio
OUSA
0.75
Winner
VYM
1.64
5Y Beta
Winner
OUSA
0.59
VYM
0.68
P/E Ratio
OUSA
21.84
Winner
VYM
21.53
Forward P/E
OUSA
20.68
Winner
VYM
16.10
PEG Ratio
OUSA
0.70
VYM
N/A
5Y Dividends CAGR
OUSA
6.57%
Winner
VYM
8.35%
5Y EPS CAGR
Winner
OUSA
13.74%
VYM
11.06%
Debt to Equity
Winner
OUSA
-64.62%
VYM
28.86%
P/S Ratio
OUSA
3.50
Winner
VYM
2.14
P/B Ratio
OUSA
6.78
Winner
VYM
3.28
OUSA vs VYM - Holdings Comparison
OUSA and VYM have 71 common holdings. Overlap is 32.61%
OUSA's top 25 holdings weight is 69.47%. VYM's top 25 holdings weight is 42.50%.
| Rank | OUSA | VYM |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 5.80% | BROADCOM INC (AVGO) - 7.26% |
| #2 | APPLE INC (AAPL) - 5.75% | JPMORGAN CHASE & CO (JPM) - 3.37% |
| #3 | JOHNSON & JOHNSON (JNJ) - 5.52% | JOHNSON & JOHNSON (JNJ) - 2.53% |
| #4 | VISA INC CLASS A (V) - 5.02% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.35% |
| #5 | MASTERCARD INC CLASS A (MA) - 4.46% | CATERPILLAR INC (CAT) - 2.00% |
| #6 | CISCO SYSTEMS INC (CSCO) - 4.12% | CISCO SYSTEMS INC (CSCO) - 1.92% |
| #7 | THE HOME DEPOT INC (HD) - 3.96% | ABBVIE INC (ABBV) - 1.84% |
| #8 | MICROSOFT CORP (MSFT) - 3.88% | BANK OF AMERICA CORP (BAC) - 1.56% |
| #9 | MCDONALD'S CORP (MCD) - 3.23% | UNITEDHEALTH GROUP INC (UNH) - 1.55% |
| #10 | MERCK & CO INC (MRK) - 3.06% | THE HOME DEPOT INC (HD) - 1.45% |
| #11 | TEXAS INSTRUMENTS INC (TXN) - 2.72% | PROCTER & GAMBLE CO (PG) - 1.41% |
| #12 | TJX COMPANIES INC (TJX) - 2.62% | COCA-COLA CO (KO) - 1.31% |
| #13 | MARSH (MRSH) - 2.51% | MERCK & CO INC (MRK) - 1.31% |
| #14 | ACCENTURE PLC CLASS A (ACN) - 2.04% | CHEVRON CORP (CVX) - 1.27% |
| #15 | ABBOTT LABORATORIES (ABT) - 1.99% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.17% |
| #16 | COMCAST CORP CLASS A (CMCSA) - 1.86% | THE GOLDMAN SACHS GROUP INC (GS) - 1.14% |
| #17 | PROCTER & GAMBLE CO (PG) - 1.77% | TEXAS INSTRUMENTS INC (TXN) - 1.12% |
| #18 | COCA-COLA CO (KO) - 1.42% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.09% |
| #19 | LOWE'S COMPANIES INC (LOW) - 1.40% | RTX CORP (RTX) - 1.06% |
| #20 | UNION PACIFIC CORP (UNP) - 1.19% | WELLS FARGO & CO (WFC) - 1.05% |
| #21 | ILLINOIS TOOL WORKS INC (ITW) - 1.07% | ORACLE CORP (ORCL) - 1.04% |
| #22 | MOODYS CORP (MCO) - 1.06% | LINDE PLC (LIN) - 0.99% |
| #23 | CATERPILLAR INC (CAT) - 1.03% | MORGAN STANLEY (MS) - 0.97% |
| #24 | AMPHENOL CORP CLASS A (APH) - 1.00% | CITIGROUP INC (C) - 0.93% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.99% | QUALCOMM INC (QCOM) - 0.81% |
| Total Holdings | 102 | 609 |
OUSA vs VYM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OUSA
+3.44%
VYM
+1.33%
3M
OUSA
+3.93%
Winner
VYM
+4.63%
6M
OUSA
+2.66%
Winner
VYM
+9.56%
1Y
OUSA
+11.03%
Winner
VYM
+22.21%
5Y(CAGR)
OUSA
+8.48%
Winner
VYM
+12.14%
10Y(CAGR)
OUSA
+9.96%
Winner
VYM
+11.49%
Max(CAGR)
Winner
OUSA
+10.42%
VYM
+9.34%
OUSA vs VYM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | OUSA | VYM |
|---|---|---|
| 2026 | +4.25% | +12.22% |
| 2025 | +10.84% | +15.47% |
| 2024 | +17.36% | +16.82% |
| 2023 | +13.30% | +6.76% |
| 2022 | -8.93% | -0.93% |
| 2021 | +25.28% | +27.75% |
| 2020 | +6.47% | +0.86% |
| 2019 | +25.40% | +23.87% |
| 2018 | -3.27% | -6.23% |
| 2017 | +18.33% | +15.80% |
| 2016 | +13.66% | +18.47% |
| 2015 | +1.16% | +0.30% |
| 2014 | N/A | +14.63% |
| 2013 | N/A | +27.05% |
| 2012 | N/A | +11.65% |
| 2011 | N/A | +9.87% |
| 2010 | N/A | +12.74% |
| 2009 | N/A | +14.51% |
| 2008 | N/A | -31.05% |
| 2007 | N/A | +1.36% |
| 2006 | N/A | +2.83% |
OUSA vs VYM Drawdown Comparison
The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.
The current OUSA drawdown is -1.44%. The current VYM drawdown is -0.35%.
| Rank | OUSA | VYM |
|---|---|---|
| #1 | -33.12% Jan 17, 2020 - Aug 25, 2020 | -56.97% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -19.54% Dec 29, 2021 - Dec 11, 2023 | -35.22% Jan 17, 2020 - Dec 31, 2020 |
| #3 | -13.29% Sep 21, 2018 - Feb 19, 2019 | -16.24% Jan 26, 2018 - Apr 12, 2019 |
| #4 | -13.14% Nov 29, 2024 - Aug 12, 2025 | -15.87% Apr 20, 2022 - Nov 30, 2022 |
| #5 | -10.66% Jan 26, 2018 - Sep 18, 2018 | -14.45% Feb 19, 2025 - Jun 30, 2025 |
| #6 | -10.63% Jul 16, 2015 - Oct 22, 2015 | -12.99% May 21, 2015 - Mar 17, 2016 |
| #7 | -9.16% Sep 2, 2020 - Dec 4, 2020 | -9.95% Nov 30, 2022 - Dec 13, 2023 |
| #8 | -8.36% Feb 6, 2026 - Jul 2, 2026 | -8.32% Jul 13, 2007 - Oct 5, 2007 |
| #9 | -7.75% Nov 3, 2015 - Mar 2, 2016 | -7.18% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -7.47% Jul 22, 2016 - Feb 13, 2017 | -7.07% Oct 18, 2012 - Jan 10, 2013 |
| #11 | -6.14% Aug 16, 2021 - Nov 3, 2021 | -6.76% Jan 12, 2022 - Apr 20, 2022 |
| #12 | -5.17% Mar 28, 2024 - May 15, 2024 | -6.70% Sep 19, 2014 - Oct 31, 2014 |
| #13 | -5.13% Apr 24, 2019 - Jun 18, 2019 | -6.69% Feb 11, 2026 - Apr 23, 2026 |
| #14 | -5.06% Jul 29, 2019 - Sep 12, 2019 | -6.31% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -4.98% Jul 16, 2024 - Aug 15, 2024 | -6.16% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between OUSA and VYM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
OUSA vs VYM dividend yield comparison.
| Year | OUSA | VYM |
|---|---|---|
| 2026 | 0.84% | 1.15% |
| 2025 | 1.39% | 2.44% |
| 2024 | 1.50% | 2.74% |
| 2023 | 1.80% | 3.12% |
| 2022 | 1.92% | 3.01% |
| 2021 | 1.56% | 2.76% |
| 2020 | 2.03% | 3.18% |
| 2019 | 2.31% | 3.03% |
| 2018 | 3.06% | 3.40% |
| 2017 | 2.15% | 2.80% |
| 2016 | 2.32% | 2.91% |
| 2015 | 1.17% | 3.22% |
| 2014 | 0.00% | 2.78% |
| 2013 | 0.00% | 2.81% |
| 2012 | 0.00% | 3.23% |
| 2011 | 0.00% | 2.93% |
| 2010 | 0.00% | 2.58% |
| 2009 | 0.00% | 3.07% |
| 2008 | 0.00% | 4.29% |
| 2007 | 0.00% | 2.66% |
| 2006 | 0.00% | 0.34% |
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