OUSM vs VOO
Comparison between ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF) and VANGUARD 500 INDEX FUND ETF SHARES (VOO, ETF).
5-Year PerformanceVOO has outperformed OUSM, delivering a return of +13.4% compared to +7.4%
OUSM vs VOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OUSM
$904M
Winner
VOO
$1.60T
Expense Ratio
OUSM
0.48%
Winner
VOO
0.03%
Max Drawdown
OUSM
40.05%
Winner
VOO
34.30%
Sharpe Ratio
OUSM
0.61
Winner
VOO
1.63
5Y Beta
Winner
OUSM
0.72
VOO
0.97
P/E Ratio
Winner
OUSM
16.63
VOO
28.31
Forward P/E
Winner
OUSM
12.93
VOO
22.15
PEG Ratio
OUSM
0.14
VOO
N/A
5Y Dividends CAGR
Winner
OUSM
13.39%
VOO
10.66%
5Y EPS CAGR
OUSM
12.46%
Winner
VOO
25.68%
Debt to Equity
Winner
OUSM
-11.53%
VOO
30.51%
P/S Ratio
Winner
OUSM
1.24
VOO
3.61
P/B Ratio
Winner
OUSM
2.59
VOO
5.46
OUSM vs VOO - Holdings Comparison
OUSM and VOO have 7 common holdings. Overlap is 0.11%
OUSM's top 25 holdings weight is 52.63%. VOO's top 25 holdings weight is 51.07%.
| Rank | OUSM | VOO |
|---|---|---|
| #1 | AVNET INC (AVT) - 3.26% | NVIDIA CORP (NVDA) - 7.84% |
| #2 | NATIONAL HEALTHCARE CORP (NHC) - 3.26% | APPLE INC (AAPL) - 6.44% |
| #3 | TD SYNNEX CORP (SNX) - 3.12% | MICROSOFT CORP (MSFT) - 4.89% |
| #4 | ROYALTY PHARMA PLC CLASS A (RPRX) - 2.91% | AMAZON.COM INC (AMZN) - 4.19% |
| #5 | SKYWORKS SOLUTIONS INC (SWKS) - 2.21% | ALPHABET INC CLASS A (GOOGL) - 3.62% |
| #6 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.17% | BROADCOM INC (AVGO) - 3.20% |
| #7 | LITTELFUSE INC (LFUS) - 2.17% | ALPHABET INC CLASS C (GOOG) - 2.89% |
| #8 | TEXAS ROADHOUSE INC (TXRH) - 2.16% | META PLATFORMS INC CLASS A (META) - 2.16% |
| #9 | DONALDSON CO INC (DCI) - 2.06% | TESLA INC (TSLA) - 1.74% |
| #10 | SEI INVESTMENTS CO (SEIC) - 2.05% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% |
| #11 | PRIMERICA INC (PRI) - 2.01% | JPMORGAN CHASE & CO (JPM) - 1.27% |
| #12 | RADIAN GROUP INC (RDN) - 1.99% | ELI LILLY AND CO (LLY) - 1.20% |
| #13 | NEW YORK TIMES CO CLASS A (NYT) - 1.97% | EXXON MOBIL CORP (XOM) - 1.04% |
| #14 | THE WESTERN UNION CO (WU) - 1.90% | MICRON TECHNOLOGY INC (MU) - 0.94% |
| #15 | CHEMED CORP (CHE) - 1.89% | ADVANCED MICRO DEVICES INC (AMD) - 0.93% |
| #16 | LANDSTAR SYSTEM INC (LSTR) - 1.87% | WALMART INC (WMT) - 0.93% |
| #17 | ITT INC (ITT) - 1.86% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #18 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.86% | VISA INC CLASS A (V) - 0.88% |
| #19 | ESSENT GROUP LTD (ESNT) - 1.86% | COSTCO WHOLESALE CORP (COST) - 0.73% |
| #20 | MGIC INVESTMENT CORP (MTG) - 1.78% | INTEL CORP (INTC) - 0.72% |
| #21 | MUELLER INDUSTRIES INC (MLI) - 1.76% | CATERPILLAR INC (CAT) - 0.67% |
| #22 | GENTEX CORP (GNTX) - 1.67% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | ENCOMPASS HEALTH CORP (EHC) - 1.64% | NETFLIX INC (NFLX) - 0.64% |
| #24 | LKQ CORP (LKQ) - 1.64% | ABBVIE INC (ABBV) - 0.60% |
| #25 | FEDERATED HERMES INC CLASS B (FHI) - 1.56% | CHEVRON CORP (CVX) - 0.59% |
| Total Holdings | 109 | 517 |
OUSM vs VOO - Historical Returns
Returns include dividend reinvestment.
1M
OUSM
+0.60%
Winner
VOO
+1.91%
3M
OUSM
+1.72%
Winner
VOO
+8.51%
6M
OUSM
+6.81%
Winner
VOO
+8.19%
1Y
OUSM
+11.64%
Winner
VOO
+25.88%
5Y(CAGR)
OUSM
+7.37%
Winner
VOO
+13.38%
10Y(CAGR)
OUSM
+8.96%
Winner
VOO
+15.25%
Max(CAGR)
OUSM
+8.96%
Winner
VOO
+14.90%
OUSM vs VOO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | OUSM | VOO |
|---|---|---|
| 2026 | +6.20% | +8.26% |
| 2025 | +2.83% | +18.12% |
| 2024 | +13.77% | +25.78% |
| 2023 | +17.87% | +26.81% |
| 2022 | -7.79% | -18.68% |
| 2021 | +22.84% | +30.55% |
| 2020 | +7.71% | +17.25% |
| 2019 | +28.03% | +31.25% |
| 2018 | -11.00% | -5.20% |
| 2017 | +10.41% | +20.93% |
| 2016 | +0.00% | +13.77% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.58% |
| 2013 | N/A | +29.20% |
| 2012 | N/A | +14.31% |
| 2011 | N/A | +0.95% |
| 2010 | N/A | +14.77% |
OUSM vs VOO Drawdown Comparison
The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for VOO was -34.01%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current OUSM drawdown is -1.74%. The current VOO drawdown is -2.90%.
| Rank | OUSM | VOO |
|---|---|---|
| #1 | -39.83% Jan 16, 2020 - Nov 16, 2020 | -34.01% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -22.47% Sep 14, 2018 - Oct 28, 2019 | -24.53% Jan 3, 2022 - Dec 13, 2023 |
| #3 | -19.44% Nov 25, 2024 - Feb 4, 2026 | -19.47% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -19.05% Jan 4, 2022 - Feb 1, 2023 | -18.75% Apr 29, 2011 - Feb 3, 2012 |
| #5 | -11.01% Jul 19, 2023 - Dec 11, 2023 | -18.69% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -10.32% Feb 2, 2023 - Jul 13, 2023 | -13.01% Jul 20, 2015 - Apr 18, 2016 |
| #7 | -9.21% Feb 11, 2026 - Mar 20, 2026 | -10.09% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -8.85% Jan 23, 2018 - Jun 5, 2018 | -9.65% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -7.36% Nov 12, 2021 - Jan 4, 2022 | -9.45% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.07% Mar 28, 2024 - Jul 12, 2024 | -8.90% Jan 27, 2026 - Apr 14, 2026 |
| #11 | -5.96% Jul 31, 2024 - Aug 23, 2024 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -5.25% Sep 2, 2021 - Oct 21, 2021 | -7.41% Sep 14, 2012 - Jan 2, 2013 |
| #13 | -4.97% May 7, 2021 - Aug 3, 2021 | -7.30% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -4.78% Jan 20, 2021 - Feb 8, 2021 | -6.64% May 3, 2019 - Jun 20, 2019 |
| #15 | -3.96% Nov 11, 2024 - Nov 25, 2024 | -6.21% Feb 18, 2011 - Apr 26, 2011 |
Correlation
Correlation between OUSM and VOO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2010 - 2026)
OUSM vs VOO dividend yield comparison.
| Year | OUSM | VOO |
|---|---|---|
| 2026 | 0.70% | 0.28% |
| 2025 | 2.09% | 1.13% |
| 2024 | 1.62% | 1.24% |
| 2023 | 1.64% | 1.46% |
| 2022 | 1.98% | 1.69% |
| 2021 | 1.55% | 1.25% |
| 2020 | 2.02% | 1.54% |
| 2019 | 1.99% | 1.88% |
| 2018 | 2.63% | 2.06% |
| 2017 | 2.17% | 1.78% |
| 2016 | 0.00% | 2.02% |
| 2015 | 0.00% | 2.10% |
| 2014 | 0.00% | 1.85% |
| 2013 | 0.00% | 1.84% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.06% |
| 2010 | 0.00% | 0.94% |
Select Stocks to Compare
Popular: OUSM vs SPYVOO vs SPY
More Comparisons
Compare with similar stocks
Compare OUSM with:
Compare VOO with:
Popular suggestions:
SPHD vs VOO
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs VANGUARD 500 INDEX FUND ETF SHARES
SPTM vs VOO
STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF vs VANGUARD 500 INDEX FUND ETF SHARES
BA vs VOO
Boeing Company vs VANGUARD 500 INDEX FUND ETF SHARES
TTD vs VOO
Trade Desk Inc - Class A vs VANGUARD 500 INDEX FUND ETF SHARES
VOOG vs VOO
VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES vs VANGUARD 500 INDEX FUND ETF SHARES
OXY vs VOO
Occidental Petroleum Corp vs VANGUARD 500 INDEX FUND ETF SHARES
QQQ vs VOO
Invesco QQQ Trust Series 1 vs VANGUARD 500 INDEX FUND ETF SHARES
DHR vs VOO
Danaher Corp vs VANGUARD 500 INDEX FUND ETF SHARES
SBUX vs VOO
Starbucks Corp vs VANGUARD 500 INDEX FUND ETF SHARES
COWG vs VOO
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF vs VANGUARD 500 INDEX FUND ETF SHARES
GRID vs VOO
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND vs VANGUARD 500 INDEX FUND ETF SHARES
CAPE vs VOO
DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF vs VANGUARD 500 INDEX FUND ETF SHARES
TRP vs VOO
TC Energy Corporation vs VANGUARD 500 INDEX FUND ETF SHARES
PCG vs VOO
PG&E Corp vs VANGUARD 500 INDEX FUND ETF SHARES
SCHB vs VOO
SCHWAB U.S. BROAD MARKET ETF vs VANGUARD 500 INDEX FUND ETF SHARES
KO vs VOO
Coca-Cola Company vs VANGUARD 500 INDEX FUND ETF SHARES
VSAT vs VOO
Viasat Inc vs VANGUARD 500 INDEX FUND ETF SHARES
EXG vs VOO
Eaton Vance Tax-Managed Global Diversified Equity Income Fund vs VANGUARD 500 INDEX FUND ETF SHARES
RVT vs VOO
Royce Value Trust Inc vs VANGUARD 500 INDEX FUND ETF SHARES
SPYG vs VOO
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF vs VANGUARD 500 INDEX FUND ETF SHARES
FNDE vs VOO
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF vs VANGUARD 500 INDEX FUND ETF SHARES
CP vs VOO
Canadian Pacific Kansas City Ltd vs VANGUARD 500 INDEX FUND ETF SHARES
KDP vs VOO
Keurig Dr Pepper Inc vs VANGUARD 500 INDEX FUND ETF SHARES
DFEN vs VOO
DIREXION DAILY AEROSPACE & DEFENSE BULL 3X SHARES vs VANGUARD 500 INDEX FUND ETF SHARES
HDB vs VOO
HDFC Bank Ltd vs VANGUARD 500 INDEX FUND ETF SHARES
SPXL vs VOO
DIREXION DAILY S&P 500(R) BULL 3X SHARES vs VANGUARD 500 INDEX FUND ETF SHARES
SCHX vs VOO
SCHWAB U.S. LARGE-CAP ETF vs VANGUARD 500 INDEX FUND ETF SHARES
SPGP vs VOO
INVESCO S&P 500 GARP ETF vs VANGUARD 500 INDEX FUND ETF SHARES
ITOT vs VOO
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF vs VANGUARD 500 INDEX FUND ETF SHARES
CRSP vs VOO
CRISPR Therapeutics AG vs VANGUARD 500 INDEX FUND ETF SHARES
PAWZ vs VOO
PROSHARES PET CARE ETF vs VANGUARD 500 INDEX FUND ETF SHARES
MSFT vs VOO
Microsoft Corporation vs VANGUARD 500 INDEX FUND ETF SHARES
JHMU vs VOO
JOHN HANCOCK DYNAMIC MUNICIPAL BOND ETF vs VANGUARD 500 INDEX FUND ETF SHARES
HACK vs VOO
Amplify Cybersecurity ETF vs VANGUARD 500 INDEX FUND ETF SHARES
SDHC vs VOO
Smith Douglas Homes Corp - Class A vs VANGUARD 500 INDEX FUND ETF SHARES
PFF vs VOO
ISHARES PREFERRED AND INCOME SECURITIES ETF vs VANGUARD 500 INDEX FUND ETF SHARES
OUSM vs VOO
ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES vs VANGUARD 500 INDEX FUND ETF SHARES
AMZN vs VOO
Amazon.com Inc vs VANGUARD 500 INDEX FUND ETF SHARES
RWR vs VOO
STATE STREET(R) SPDR(R) DOW JONES(R) REIT ETF vs VANGUARD 500 INDEX FUND ETF SHARES
PEG vs VOO
Public Service Enterprise Group Inc vs VANGUARD 500 INDEX FUND ETF SHARES
ROE vs VOO
ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF vs VANGUARD 500 INDEX FUND ETF SHARES
GOOGL vs VOO
Alphabet Inc - Class A vs VANGUARD 500 INDEX FUND ETF SHARES
HOOD vs VOO
Robinhood Markets Inc - Class A vs VANGUARD 500 INDEX FUND ETF SHARES
VWO vs VOO
VANGUARD EMERGING MARKETS STOCK INDEX FUND ETF SHARES vs VANGUARD 500 INDEX FUND ETF SHARES
VXF vs VOO
VANGUARD EXTENDED MARKET INDEX FUND ETF SHARES vs VANGUARD 500 INDEX FUND ETF SHARES
CDW vs VOO
CDW Corp vs VANGUARD 500 INDEX FUND ETF SHARES
LMT vs VOO
Lockheed Martin Corp vs VANGUARD 500 INDEX FUND ETF SHARES