OUSM vs AGGY
Comparison between ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF) and WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF).
5-Year PerformanceOUSM has outperformed AGGY, delivering a return of +7.6% compared to +0.0%
OUSM vs AGGY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OUSM vs AGGY - Historical Returns
Returns include dividend reinvestment.
OUSM vs AGGY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | OUSM | AGGY |
|---|---|---|
| 2026 | +7.72% | +0.81% |
| 2025 | +2.83% | +7.43% |
| 2024 | +13.77% | +2.28% |
| 2023 | +17.87% | +6.76% |
| 2022 | -7.79% | -14.68% |
| 2021 | +22.84% | -1.57% |
| 2020 | +7.71% | +5.67% |
| 2019 | +28.03% | +11.67% |
| 2018 | -11.00% | -1.38% |
| 2017 | +10.41% | +5.09% |
| 2016 | +0.00% | +4.40% |
| 2015 | N/A | -0.59% |
OUSM vs AGGY Drawdown Comparison
The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for AGGY was -20.98%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current OUSM drawdown is -0.33%. The current AGGY drawdown is -2.06%.
| Rank | OUSM | AGGY |
|---|---|---|
| #1 | -39.83% Jan 16, 2020 - Nov 16, 2020 | -20.98% Aug 6, 2020 - Oct 24, 2022 |
| #2 | -22.47% Sep 14, 2018 - Oct 28, 2019 | -13.53% Mar 6, 2020 - Jul 9, 2020 |
| #3 | -19.44% Nov 25, 2024 - Feb 4, 2026 | -4.96% Sep 7, 2016 - Jun 26, 2017 |
| #4 | -19.05% Jan 4, 2022 - Feb 1, 2023 | -4.15% Dec 15, 2017 - Feb 8, 2019 |
| #5 | -11.01% Jul 19, 2023 - Dec 11, 2023 | -2.17% Sep 4, 2019 - Jan 3, 2020 |
| #6 | -10.32% Feb 2, 2023 - Jul 13, 2023 | -1.97% Oct 27, 2015 - Feb 8, 2016 |
| #7 | -9.21% Feb 11, 2026 - Mar 20, 2026 | -1.32% Jun 26, 2017 - Jul 21, 2017 |
| #8 | -8.85% Jan 23, 2018 - Jun 5, 2018 | -1.05% Feb 11, 2016 - Mar 14, 2016 |
| #9 | -7.36% Nov 12, 2021 - Jan 4, 2022 | -1.04% May 11, 2016 - Jun 3, 2016 |
| #10 | -7.07% Mar 28, 2024 - Jul 12, 2024 | -1.00% Sep 7, 2017 - Dec 13, 2017 |
| #11 | -5.96% Jul 31, 2024 - Aug 23, 2024 | -0.95% Jul 3, 2019 - Aug 1, 2019 |
| #12 | -5.25% Sep 2, 2021 - Oct 21, 2021 | -0.77% Jul 29, 2016 - Aug 22, 2016 |
| #13 | -4.97% May 7, 2021 - Aug 3, 2021 | -0.72% Aug 24, 2015 - Oct 5, 2015 |
| #14 | -4.78% Jan 20, 2021 - Feb 8, 2021 | -0.62% Jul 9, 2015 - Aug 24, 2015 |
| #15 | -3.96% Nov 11, 2024 - Nov 25, 2024 | -0.62% Mar 28, 2019 - Apr 26, 2019 |
Correlation
Correlation between OUSM and AGGY is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2015 - 2026)
OUSM vs AGGY dividend yield comparison.
| Year | OUSM | AGGY |
|---|---|---|
| 2026 | 0.69% | 1.85% |
| 2025 | 2.09% | 4.48% |
| 2024 | 1.62% | 4.38% |
| 2023 | 1.64% | 3.78% |
| 2022 | 1.98% | 2.77% |
| 2021 | 1.55% | 2.10% |
| 2020 | 2.02% | 2.96% |
| 2019 | 1.99% | 3.02% |
| 2018 | 2.63% | 3.36% |
| 2017 | 2.17% | 2.78% |
| 2016 | 0.00% | 3.19% |
| 2015 | 0.00% | 1.27% |
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