OUSM vs IBDZ
Comparison between ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF) and ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF).
OUSM vs IBDZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OUSM
$878M
IBDZ
$878M
Expense Ratio
OUSM
0.48%
Winner
IBDZ
0.10%
Max Drawdown
OUSM
40.05%
Winner
IBDZ
7.08%
Sharpe Ratio
Winner
OUSM
0.69
IBDZ
0.10
5Y Beta
OUSM
0.71
Winner
IBDZ
0.10
P/E Ratio
OUSM
16.56
IBDZ
N/A
Forward P/E
OUSM
13.58
IBDZ
N/A
PEG Ratio
OUSM
0.14
IBDZ
N/A
5Y Dividends CAGR
OUSM
13.02%
IBDZ
N/A
5Y EPS CAGR
OUSM
13.37%
IBDZ
N/A
Debt to Equity
OUSM
-21.19%
IBDZ
N/A
P/S Ratio
OUSM
1.36
IBDZ
N/A
P/B Ratio
OUSM
2.64
IBDZ
N/A
OUSM vs IBDZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OUSM
+2.49%
IBDZ
-0.52%
3M
Winner
OUSM
+3.69%
IBDZ
-0.74%
6M
Winner
OUSM
+5.98%
IBDZ
-0.33%
1Y
Winner
OUSM
+13.18%
IBDZ
+3.87%
5Y(CAGR)
OUSM
+8.50%
IBDZ
N/A
10Y(CAGR)
OUSM
+9.29%
IBDZ
N/A
Max(CAGR)
Winner
OUSM
+9.29%
IBDZ
+5.91%
OUSM vs IBDZ - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | OUSM | IBDZ |
|---|---|---|
| 2026 | +10.48% | -0.18% |
| 2025 | +2.83% | +8.70% |
| 2024 | +13.77% | +4.24% |
| 2023 | +17.87% | N/A |
| 2022 | -7.79% | N/A |
| 2021 | +22.84% | N/A |
| 2020 | +7.71% | N/A |
| 2019 | +28.03% | N/A |
| 2018 | -11.00% | N/A |
| 2017 | +10.41% | N/A |
| 2016 | +0.00% | N/A |
OUSM vs IBDZ Drawdown Comparison
The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The current OUSM drawdown is -1.10%. The current IBDZ drawdown is -1.81%.
| Rank | OUSM | IBDZ |
|---|---|---|
| #1 | -39.83% Jan 16, 2020 - Nov 16, 2020 | -5.56% Sep 16, 2024 - Jun 23, 2025 |
| #2 | -22.47% Sep 14, 2018 - Oct 28, 2019 | -3.04% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -19.44% Nov 25, 2024 - Feb 4, 2026 | -1.41% Jun 24, 2024 - Jul 5, 2024 |
| #4 | -19.05% Jan 4, 2022 - Feb 1, 2023 | -1.40% Oct 27, 2025 - Nov 25, 2025 |
| #5 | -11.01% Jul 19, 2023 - Dec 11, 2023 | -1.36% Jul 1, 2025 - Jul 29, 2025 |
| #6 | -10.32% Feb 2, 2023 - Jul 13, 2023 | -1.36% Aug 5, 2024 - Aug 14, 2024 |
| #7 | -9.21% Feb 11, 2026 - Jun 16, 2026 | -1.27% Jul 16, 2024 - Jul 31, 2024 |
| #8 | -8.85% Jan 23, 2018 - Jun 5, 2018 | -1.06% Jun 6, 2024 - Jun 13, 2024 |
| #9 | -7.36% Nov 12, 2021 - Jan 4, 2022 | -1.04% Nov 26, 2025 - Jan 14, 2026 |
| #10 | -7.07% Mar 28, 2024 - Jul 12, 2024 | -0.98% Jan 14, 2026 - Feb 6, 2026 |
| #11 | -5.96% Jul 31, 2024 - Aug 23, 2024 | -0.94% Sep 15, 2025 - Oct 15, 2025 |
| #12 | -5.25% Sep 2, 2021 - Oct 21, 2021 | -0.90% May 24, 2024 - Jun 3, 2024 |
| #13 | -4.97% May 7, 2021 - Aug 3, 2021 | -0.77% Aug 23, 2024 - Sep 4, 2024 |
| #14 | -4.78% Jan 20, 2021 - Feb 8, 2021 | -0.65% Aug 13, 2025 - Aug 27, 2025 |
| #15 | -3.96% Nov 11, 2024 - Nov 25, 2024 | -0.58% Aug 21, 2024 - Aug 23, 2024 |
Correlation
Correlation between OUSM and IBDZ is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2017 - 2026)
OUSM vs IBDZ dividend yield comparison.
| Year | OUSM | IBDZ |
|---|---|---|
| 2026 | 0.96% | 2.44% |
| 2025 | 2.09% | 4.85% |
| 2024 | 1.62% | 2.50% |
| 2023 | 1.64% | 0.00% |
| 2022 | 1.98% | 0.00% |
| 2021 | 1.55% | 0.00% |
| 2020 | 2.02% | 0.00% |
| 2019 | 1.99% | 0.00% |
| 2018 | 2.63% | 0.00% |
| 2017 | 2.17% | 0.00% |
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