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OUSA vs XMLV

Comparison between ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF) and INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV, ETF).

5-Year PerformanceOUSA has outperformed XMLV, delivering a return of +8.9% compared to +6.8%

OUSA vs XMLV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OUSA
$748M
Winner
XMLV
$748M
Expense Ratio
OUSA
0.48%
Winner
XMLV
0.25%
Max Drawdown
Winner
OUSA
33.37%
XMLV
40.50%
Sharpe Ratio
Winner
OUSA
0.89
XMLV
0.63
5Y Beta
OUSA
0.57
Winner
XMLV
0.44
P/E Ratio
OUSA
22.44
Winner
XMLV
17.92
Forward P/E
OUSA
20.93
Winner
XMLV
15.94
PEG Ratio
OUSA
0.63
Winner
XMLV
0.17
5Y Dividends CAGR
OUSA
4.65%
Winner
XMLV
22.42%
5Y EPS CAGR
Winner
OUSA
12.87%
XMLV
10.89%
Debt to Equity
Winner
OUSA
-101.92%
XMLV
63.50%
P/S Ratio
OUSA
3.62
Winner
XMLV
2.55
P/B Ratio
OUSA
6.95
Winner
XMLV
1.95

OUSA vs XMLV - Holdings Comparison

OUSA and XMLV have 2 common holdings. Overlap is 0.12%

OUSA's top 25 holdings weight is 69.41%. XMLV's top 25 holdings weight is 36.71%.

RankOUSAXMLV
#1
APPLE INC (AAPL) - 5.73%
TXNM ENERGY INC (TXNM) - 2.83%
#2
JOHNSON & JOHNSON (JNJ) - 5.72%
COPT DEFENSE PROPERTIES (CDP) - 1.60%
#3
ALPHABET INC CLASS A (GOOGL) - 5.35%
OGE ENERGY CORP (OGE) - 1.56%
#4
VISA INC CLASS A (V) - 5.00%
NNN REIT INC (NNN) - 1.55%
#5
MASTERCARD INC CLASS A (MA) - 4.44%
RLI CORP (RLI) - 1.52%
#6
CISCO SYSTEMS INC (CSCO) - 4.14%
AGREE REALTY CORP (ADC) - 1.50%
#7
THE HOME DEPOT INC (HD) - 3.85%
INGREDION INC (INGR) - 1.48%
#8
MICROSOFT CORP (MSFT) - 3.83%
NEW JERSEY RESOURCES CORP (NJR) - 1.48%
#9
MCDONALD'S CORP (MCD) - 3.22%
IDACORP INC (IDA) - 1.47%
#10
MERCK & CO INC (MRK) - 3.16%
THE HANOVER INSURANCE GROUP INC (THG) - 1.47%
#11
TJX COMPANIES INC (TJX) - 2.70%
EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.45%
#12
TEXAS INSTRUMENTS INC (TXN) - 2.66%
W.P. CAREY INC (WPC) - 1.44%
#13
MARSH (MRSH) - 2.51%
FEDERATED HERMES INC CLASS B (FHI) - 1.39%
#14
ABBOTT LABORATORIES (ABT) - 2.24%
PORTLAND GENERAL ELECTRIC CO (POR) - 1.37%
#15
ACCENTURE PLC CLASS A (ACN) - 2.09%
EASTGROUP PROPERTIES INC (EGP) - 1.36%
#16
COMCAST CORP CLASS A (CMCSA) - 1.87%
STARWOOD PROPERTY TRUST INC (STWD) - 1.34%
#17
PROCTER & GAMBLE CO (PG) - 1.79%
GRACO INC (GGG) - 1.34%
#18
COCA-COLA CO (KO) - 1.41%
AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.33%
#19
LOWE'S COMPANIES INC (LOW) - 1.36%
PRIMERICA INC (PRI) - 1.33%
#20
UNION PACIFIC CORP (UNP) - 1.21%
SPIRE INC (SR) - 1.32%
#21
ILLINOIS TOOL WORKS INC (ITW) - 1.08%
AMERICAN FINANCIAL GROUP INC (AFG) - 1.32%
#22
MOODYS CORP (MCO) - 1.03%
CNO FINANCIAL GROUP INC (CNO) - 1.32%
#23
VERIZON COMMUNICATIONS INC (VZ) - 1.02%
ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.32%
#24
CATERPILLAR INC (CAT) - 1.00%
LAMAR ADVERTISING CO CLASS A (LAMR) - 1.31%
#25
AMPHENOL CORP CLASS A (APH) - 1.00%
WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.31%
Total Holdings10282

OUSA vs XMLV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OUSA
+4.88%
XMLV
-0.84%
3M
Winner
OUSA
+6.63%
XMLV
+4.49%
6M
Winner
OUSA
+5.97%
XMLV
+3.84%
1Y
Winner
OUSA
+13.48%
XMLV
+10.52%
5Y(CAGR)
Winner
OUSA
+8.89%
XMLV
+6.85%
10Y(CAGR)
Winner
OUSA
+10.62%
XMLV
+7.96%
Max(CAGR)
Winner
OUSA
+10.81%
XMLV
+9.88%

OUSA vs XMLV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearOUSAXMLV
2026+9.34%+10.38%
2025+10.84%+5.88%
2024+17.36%+16.72%
2023+13.30%+1.70%
2022-8.93%-6.04%
2021+25.28%+24.82%
2020+6.47%-7.56%
2019+25.40%+25.81%
2018-3.27%-0.21%
2017+18.33%+13.66%
2016+13.66%+23.26%
2015+1.16%+5.16%
2014N/A+19.64%
2013N/A+14.56%

OUSA vs XMLV Drawdown Comparison

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

The maximum drawdown for XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

The current OUSA drawdown is -0.13%. The current XMLV drawdown is -3.04%.

RankOUSAXMLV
#1-33.12%
Jan 17, 2020 - Aug 25, 2020		-39.83%
Feb 18, 2020 - Apr 15, 2021
#2-19.54%
Dec 29, 2021 - Dec 11, 2023		-16.54%
Dec 29, 2021 - Mar 27, 2024
#3-13.29%
Sep 21, 2018 - Feb 19, 2019		-13.81%
Nov 25, 2024 - Aug 22, 2025
#4-13.14%
Nov 29, 2024 - Aug 12, 2025		-13.26%
Sep 14, 2018 - Feb 15, 2019
#5-10.66%
Jan 26, 2018 - Sep 18, 2018		-9.62%
Aug 17, 2015 - Nov 23, 2015
#6-10.63%
Jul 16, 2015 - Oct 22, 2015		-9.26%
Dec 1, 2015 - Mar 3, 2016
#7-9.16%
Sep 2, 2020 - Dec 4, 2020		-8.93%
May 21, 2013 - Jul 18, 2013
#8-8.36%
Feb 6, 2026 - Jul 2, 2026		-8.47%
Jul 23, 2013 - Oct 18, 2013
#9-7.75%
Nov 3, 2015 - Mar 2, 2016		-7.97%
Jan 26, 2018 - May 10, 2018
#10-7.47%
Jul 22, 2016 - Feb 13, 2017		-7.03%
Mar 2, 2026 - Jun 25, 2026
#11-6.14%
Aug 16, 2021 - Nov 3, 2021		-6.72%
Jul 1, 2014 - Oct 28, 2014
#12-5.17%
Mar 28, 2024 - May 15, 2024		-6.13%
Sep 7, 2016 - Nov 28, 2016
#13-5.13%
Apr 24, 2019 - Jun 18, 2019		-5.57%
Nov 15, 2021 - Dec 27, 2021
#14-5.06%
Jul 29, 2019 - Sep 12, 2019		-5.56%
Sep 2, 2021 - Nov 1, 2021
#15-4.98%
Jul 16, 2024 - Aug 15, 2024		-5.37%
Mar 28, 2024 - May 9, 2024

Correlation

Correlation between OUSA and XMLV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2013 - 2026)

OUSA vs XMLV dividend yield comparison.

YearOUSAXMLV
20260.90%1.58%
20251.39%2.87%
20241.50%2.23%
20231.80%2.34%
20221.92%2.05%
20211.56%1.14%
20202.03%1.93%
20192.31%2.02%
20183.06%2.13%
20172.15%1.74%
20162.32%1.72%
20151.17%1.85%
20140.00%2.00%
20130.00%1.63%

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