OUSM vs IBTK
Comparison between ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF) and ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF).
5-Year PerformanceOUSM has outperformed IBTK, delivering a return of +7.6% compared to -0.7%
OUSM vs IBTK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OUSM vs IBTK - Historical Returns
Returns include dividend reinvestment.
OUSM vs IBTK - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | OUSM | IBTK |
|---|---|---|
| 2026 | +7.72% | -0.19% |
| 2025 | +2.83% | +7.43% |
| 2024 | +13.77% | +1.48% |
| 2023 | +17.87% | +3.37% |
| 2022 | -7.79% | -13.82% |
| 2021 | +22.84% | -3.58% |
| 2020 | +7.71% | -1.90% |
| 2019 | +28.03% | N/A |
| 2018 | -11.00% | N/A |
| 2017 | +10.41% | N/A |
| 2016 | +0.00% | N/A |
OUSM vs IBTK Drawdown Comparison
The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for IBTK was -86.47%, occurring on Dec 23, 2020. This drawdown has not yet recovered.
The current OUSM drawdown is -0.33%. The current IBTK drawdown is -9.78%.
| Rank | OUSM | IBTK |
|---|---|---|
| #1 | -39.83% Jan 16, 2020 - Nov 16, 2020 | -86.47% Jul 30, 2020 - Dec 23, 2020 |
| #2 | -22.47% Sep 14, 2018 - Oct 28, 2019 | -0.08% Jul 20, 2020 - Jul 24, 2020 |
| #3 | -19.44% Nov 25, 2024 - Feb 4, 2026 | N/A |
| #4 | -19.05% Jan 4, 2022 - Feb 1, 2023 | N/A |
| #5 | -11.01% Jul 19, 2023 - Dec 11, 2023 | N/A |
| #6 | -10.32% Feb 2, 2023 - Jul 13, 2023 | N/A |
| #7 | -9.21% Feb 11, 2026 - Mar 20, 2026 | N/A |
| #8 | -8.85% Jan 23, 2018 - Jun 5, 2018 | N/A |
| #9 | -7.36% Nov 12, 2021 - Jan 4, 2022 | N/A |
| #10 | -7.07% Mar 28, 2024 - Jul 12, 2024 | N/A |
| #11 | -5.96% Jul 31, 2024 - Aug 23, 2024 | N/A |
| #12 | -5.25% Sep 2, 2021 - Oct 21, 2021 | N/A |
| #13 | -4.97% May 7, 2021 - Aug 3, 2021 | N/A |
| #14 | -4.78% Jan 20, 2021 - Feb 8, 2021 | N/A |
| #15 | -3.96% Nov 11, 2024 - Nov 25, 2024 | N/A |
Correlation
Correlation between OUSM and IBTK is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2017 - 2026)
OUSM vs IBTK dividend yield comparison.
| Year | OUSM | IBTK |
|---|---|---|
| 2026 | 0.69% | 1.56% |
| 2025 | 2.09% | 3.79% |
| 2024 | 1.62% | 3.93% |
| 2023 | 1.64% | 3.05% |
| 2022 | 1.98% | 2.27% |
| 2021 | 1.55% | 0.84% |
| 2020 | 2.02% | 0.26% |
| 2019 | 1.99% | 0.00% |
| 2018 | 2.63% | 0.00% |
| 2017 | 2.17% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks