QLC vs OUSM
Comparison between FLEXSHARES US QUALITY LARGE CAP INDEX FUND (QLC, ETF) and ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF).
5-Year PerformanceQLC has outperformed OUSM, delivering a return of +14.8% compared to +7.4%
QLC vs OUSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QLC
$901M
Winner
OUSM
$904M
Expense Ratio
Winner
QLC
0.25%
OUSM
0.48%
Max Drawdown
Winner
QLC
36.20%
OUSM
40.05%
Sharpe Ratio
Winner
QLC
1.88
OUSM
0.61
5Y Beta
QLC
0.97
Winner
OUSM
0.72
P/E Ratio
QLC
24.07
Winner
OUSM
16.63
Forward P/E
QLC
18.76
Winner
OUSM
12.93
PEG Ratio
QLC
0.43
Winner
OUSM
0.14
5Y Dividends CAGR
QLC
5.94%
Winner
OUSM
13.39%
5Y EPS CAGR
Winner
QLC
25.70%
OUSM
12.46%
Debt to Equity
QLC
61.37%
Winner
OUSM
-11.53%
P/S Ratio
QLC
2.59
Winner
OUSM
1.24
P/B Ratio
QLC
4.67
Winner
OUSM
2.59
QLC vs OUSM - Holdings Comparison
QLC and OUSM have 2 common holdings. Overlap is 0.82%
QLC's top 25 holdings weight is 55.89%. OUSM's top 25 holdings weight is 52.63%.
| Rank | QLC | OUSM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.69% | AVNET INC (AVT) - 3.26% |
| #2 | APPLE INC (AAPL) - 7.40% | NATIONAL HEALTHCARE CORP (NHC) - 3.26% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 4.72% | TD SYNNEX CORP (SNX) - 3.12% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.21% | ROYALTY PHARMA PLC CLASS A (RPRX) - 2.91% |
| #5 | MICROSOFT CORP (MSFT) - 3.85% | SKYWORKS SOLUTIONS INC (SWKS) - 2.21% |
| #6 | BROADCOM INC (AVGO) - 3.23% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.17% |
| #7 | AMAZON.COM INC (AMZN) - 2.48% | LITTELFUSE INC (LFUS) - 2.17% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.93% | TEXAS ROADHOUSE INC (TXRH) - 2.16% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.82% | DONALDSON CO INC (DCI) - 2.06% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.74% | SEI INVESTMENTS CO (SEIC) - 2.05% |
| #11 | JOHNSON & JOHNSON (JNJ) - 1.65% | PRIMERICA INC (PRI) - 2.01% |
| #12 | CITIGROUP INC (C) - 1.63% | RADIAN GROUP INC (RDN) - 1.99% |
| #13 | META PLATFORMS INC CLASS A (META) - 1.56% | NEW YORK TIMES CO CLASS A (NYT) - 1.97% |
| #14 | KLA CORP (KLAC) - 1.26% | THE WESTERN UNION CO (WU) - 1.90% |
| #15 | BANK OF AMERICA CORP (BAC) - 1.24% | CHEMED CORP (CHE) - 1.89% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.20% | LANDSTAR SYSTEM INC (LSTR) - 1.87% |
| #17 | GE AEROSPACE (GE) - 1.07% | ITT INC (ITT) - 1.86% |
| #18 | TESLA INC (TSLA) - 1.07% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.86% |
| #19 | APPLIED MATERIALS INC (AMAT) - 1.06% | ESSENT GROUP LTD (ESNT) - 1.86% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.89% | MGIC INVESTMENT CORP (MTG) - 1.78% |
| #21 | NEWMONT CORP (NEM) - 0.88% | MUELLER INDUSTRIES INC (MLI) - 1.76% |
| #22 | MICRON TECHNOLOGY INC (MU) - 0.84% | GENTEX CORP (GNTX) - 1.67% |
| #23 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.84% | ENCOMPASS HEALTH CORP (EHC) - 1.64% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.82% | LKQ CORP (LKQ) - 1.64% |
| #25 | MERCK & CO INC (MRK) - 0.81% | FEDERATED HERMES INC CLASS B (FHI) - 1.56% |
| Total Holdings | 179 | 109 |
QLC vs OUSM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QLC
+2.45%
OUSM
+0.60%
3M
Winner
QLC
+8.50%
OUSM
+1.72%
6M
Winner
QLC
+9.35%
OUSM
+6.81%
1Y
Winner
QLC
+30.96%
OUSM
+11.64%
5Y(CAGR)
Winner
QLC
+14.84%
OUSM
+7.37%
10Y(CAGR)
Winner
QLC
+14.55%
OUSM
+8.96%
Max(CAGR)
Winner
QLC
+14.28%
OUSM
+8.96%
QLC vs OUSM - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | QLC | OUSM |
|---|---|---|
| 2026 | +8.75% | +6.20% |
| 2025 | +23.48% | +2.83% |
| 2024 | +27.44% | +13.77% |
| 2023 | +26.53% | +17.87% |
| 2022 | -17.48% | -7.79% |
| 2021 | +30.21% | +22.84% |
| 2020 | +12.92% | +7.71% |
| 2019 | +24.18% | +28.03% |
| 2018 | -8.57% | -11.00% |
| 2017 | +20.99% | +10.41% |
| 2016 | +11.09% | +0.00% |
| 2015 | +5.64% | N/A |
QLC vs OUSM Drawdown Comparison
The maximum drawdown for QLC was -35.85%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current QLC drawdown is -2.66%. The current OUSM drawdown is -1.74%.
| Rank | QLC | OUSM |
|---|---|---|
| #1 | -35.85% Feb 12, 2020 - Aug 25, 2020 | -39.83% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -23.81% Dec 29, 2021 - Dec 8, 2023 | -22.47% Sep 14, 2018 - Oct 28, 2019 |
| #3 | -20.68% Sep 21, 2018 - Nov 7, 2019 | -19.44% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -18.49% Feb 19, 2025 - Jun 24, 2025 | -19.05% Jan 4, 2022 - Feb 1, 2023 |
| #5 | -12.06% Nov 5, 2015 - Jul 13, 2016 | -11.01% Jul 19, 2023 - Dec 11, 2023 |
| #6 | -9.44% Sep 2, 2020 - Nov 13, 2020 | -10.32% Feb 2, 2023 - Jul 13, 2023 |
| #7 | -9.23% Jan 26, 2018 - Aug 7, 2018 | -9.21% Feb 11, 2026 - Mar 20, 2026 |
| #8 | -8.84% Feb 9, 2026 - Apr 14, 2026 | -8.85% Jan 23, 2018 - Jun 5, 2018 |
| #9 | -8.41% Jul 16, 2024 - Sep 19, 2024 | -7.36% Nov 12, 2021 - Jan 4, 2022 |
| #10 | -6.15% Apr 24, 2017 - Sep 12, 2017 | -7.07% Mar 28, 2024 - Jul 12, 2024 |
| #11 | -5.85% Aug 30, 2021 - Oct 28, 2021 | -5.96% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -5.42% Mar 28, 2024 - May 14, 2024 | -5.25% Sep 2, 2021 - Oct 21, 2021 |
| #13 | -5.27% Sep 8, 2016 - Nov 15, 2016 | -4.97% May 7, 2021 - Aug 3, 2021 |
| #14 | -4.88% Jan 4, 2017 - Mar 1, 2017 | -4.78% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -4.40% Feb 12, 2021 - Mar 11, 2021 | -3.96% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between QLC and OUSM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2015 - 2026)
QLC vs OUSM dividend yield comparison.
| Year | QLC | OUSM |
|---|---|---|
| 2026 | 0.16% | 0.70% |
| 2025 | 0.94% | 2.09% |
| 2024 | 1.03% | 1.62% |
| 2023 | 1.26% | 1.64% |
| 2022 | 1.46% | 1.98% |
| 2021 | 0.96% | 1.55% |
| 2020 | 1.40% | 2.02% |
| 2019 | 1.91% | 1.99% |
| 2018 | 1.82% | 2.63% |
| 2017 | 1.29% | 2.17% |
| 2016 | 1.80% | 0.00% |
| 2015 | 0.64% | 0.00% |
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