RSMC vs OUSA
Comparison between ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF) and ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF).
RSMC vs OUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RSMC
$754M
OUSA
$751M
Expense Ratio
RSMC
0.75%
Winner
OUSA
0.48%
Max Drawdown
Winner
RSMC
22.33%
OUSA
33.37%
Sharpe Ratio
RSMC
0.45
Winner
OUSA
0.73
5Y Beta
RSMC
0.97
Winner
OUSA
0.60
P/E Ratio
RSMC
32.40
Winner
OUSA
21.90
Forward P/E
Winner
RSMC
19.43
OUSA
20.01
PEG Ratio
RSMC
0.80
Winner
OUSA
0.72
5Y Dividends CAGR
RSMC
N/A
OUSA
4.41%
5Y EPS CAGR
Winner
RSMC
16.96%
OUSA
16.92%
Debt to Equity
RSMC
62.55%
Winner
OUSA
-80.02%
P/S Ratio
Winner
RSMC
0.79
OUSA
3.51
P/B Ratio
Winner
RSMC
3.83
OUSA
6.73
RSMC vs OUSA - Holdings Comparison
RSMC and OUSA have 0 common holdings. Overlap is 0.00%
RSMC's top 25 holdings weight is 66.42%. OUSA's top 25 holdings weight is 69.74%.
| Rank | RSMC | OUSA |
|---|---|---|
| #1 | FIRSTCASH HOLDINGS INC (FCFS) - 4.56% | ALPHABET INC CLASS A (GOOGL) - 6.11% |
| #2 | STONEX GROUP INC (SNEX) - 4.24% | APPLE INC (AAPL) - 5.44% |
| #3 | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 3.82% | JOHNSON & JOHNSON (JNJ) - 5.17% |
| #4 | TD SYNNEX CORP (SNX) - 3.40% | VISA INC CLASS A (V) - 4.63% |
| #5 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.95% | CISCO SYSTEMS INC (CSCO) - 4.39% |
| #6 | RADNET INC (RDNT) - 2.80% | MASTERCARD INC CLASS A (MA) - 4.13% |
| #7 | BADGER METER INC (BMI) - 2.68% | MICROSOFT CORP (MSFT) - 4.10% |
| #8 | AAON INC (AAON) - 2.68% | THE HOME DEPOT INC (HD) - 3.62% |
| #9 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.66% | MCDONALD'S CORP (MCD) - 3.42% |
| #10 | KORN FERRY (KFY) - 2.58% | MERCK & CO INC (MRK) - 2.98% |
| #11 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.51% | TEXAS INSTRUMENTS INC (TXN) - 2.95% |
| #12 | MUELLER INDUSTRIES INC (MLI) - 2.51% | TJX COMPANIES INC (TJX) - 2.77% |
| #13 | OLLIE'S BARGAIN OUTLET HOLDINGS INC (OLLI) - 2.42% | ACCENTURE PLC CLASS A (ACN) - 2.65% |
| #14 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.38% | MARSH (MRSH) - 2.32% |
| #15 | NORDSON CORP (NDSN) - 2.36% | COMCAST CORP CLASS A (CMCSA) - 2.01% |
| #16 | JONES LANG LASALLE INC (JLL) - 2.29% | ABBOTT LABORATORIES (ABT) - 1.94% |
| #17 | INTERDIGITAL INC (IDCC) - 2.27% | PROCTER & GAMBLE CO (PG) - 1.72% |
| #18 | STRIDE INC (LRN) - 2.25% | LOWE'S COMPANIES INC (LOW) - 1.42% |
| #19 | PJT PARTNERS INC CLASS A (PJT) - 2.22% | COCA-COLA CO (KO) - 1.39% |
| #20 | IMPINJ INC (PI) - 2.17% | QUALCOMM INC (QCOM) - 1.32% |
| #21 | STEPSTONE GROUP INC ORDINARY SHARES CLASS A (STEP) - 2.16% | UNION PACIFIC CORP (UNP) - 1.13% |
| #22 | WESCO INTERNATIONAL INC (WCC) - 2.15% | VERIZON COMMUNICATIONS INC (VZ) - 1.13% |
| #23 | RBC BEARINGS INC (RBC) - 2.15% | CATERPILLAR INC (CAT) - 1.03% |
| #24 | ESCO TECHNOLOGIES INC (ESE) - 2.14% | ILLINOIS TOOL WORKS INC (ITW) - 0.99% |
| #25 | UL SOLUTIONS INC CLASS A COMMON STOCK (ULS) - 2.07% | CBOE GLOBAL MARKETS INC (CBOE) - 0.98% |
| Total Holdings | 48 | 101 |
RSMC vs OUSA - Historical Returns
Returns include dividend reinvestment.
1M
RSMC
-1.42%
Winner
OUSA
+1.56%
3M
Winner
RSMC
+7.95%
OUSA
+0.54%
6M
Winner
RSMC
+7.88%
OUSA
+2.54%
1Y
RSMC
+9.84%
Winner
OUSA
+11.02%
5Y(CAGR)
RSMC
N/A
OUSA
+8.82%
10Y(CAGR)
RSMC
N/A
OUSA
+10.28%
Max(CAGR)
RSMC
+5.79%
Winner
OUSA
+10.37%
RSMC vs OUSA - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | RSMC | OUSA |
|---|---|---|
| 2026 | +9.12% | +2.44% |
| 2025 | -0.75% | +10.84% |
| 2024 | +0.68% | +17.36% |
| 2023 | N/A | +13.30% |
| 2022 | N/A | -8.93% |
| 2021 | N/A | +25.28% |
| 2020 | N/A | +6.47% |
| 2019 | N/A | +25.40% |
| 2018 | N/A | -3.27% |
| 2017 | N/A | +18.33% |
| 2016 | N/A | +13.66% |
| 2015 | N/A | +1.16% |
RSMC vs OUSA Drawdown Comparison
The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.
The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The current RSMC drawdown is -2.70%. The current OUSA drawdown is -1.69%.
| Rank | RSMC | OUSA |
|---|---|---|
| #1 | -22.33% Nov 25, 2024 - Apr 17, 2026 | -33.12% Jan 17, 2020 - Aug 25, 2020 |
| #2 | -4.34% Nov 11, 2024 - Nov 25, 2024 | -19.54% Dec 29, 2021 - Dec 11, 2023 |
| #3 | -4.29% May 8, 2026 - May 19, 2026 | -13.29% Sep 21, 2018 - Feb 19, 2019 |
| #4 | -3.31% Oct 16, 2024 - Nov 6, 2024 | -13.14% Nov 29, 2024 - Aug 12, 2025 |
| #5 | -2.65% Apr 24, 2026 - May 5, 2026 | -10.66% Jan 26, 2018 - Sep 18, 2018 |
| #6 | -0.09% May 6, 2026 - May 8, 2026 | -10.63% Jul 16, 2015 - Oct 22, 2015 |
| #7 | -0.05% Oct 14, 2024 - Oct 16, 2024 | -9.16% Sep 2, 2020 - Dec 4, 2020 |
| #8 | N/A | -8.36% Feb 6, 2026 - Mar 27, 2026 |
| #9 | N/A | -7.75% Nov 3, 2015 - Mar 2, 2016 |
| #10 | N/A | -7.47% Jul 22, 2016 - Feb 13, 2017 |
| #11 | N/A | -6.14% Aug 16, 2021 - Nov 3, 2021 |
| #12 | N/A | -5.17% Mar 28, 2024 - May 15, 2024 |
| #13 | N/A | -5.13% Apr 24, 2019 - Jun 18, 2019 |
| #14 | N/A | -5.06% Jul 29, 2019 - Sep 12, 2019 |
| #15 | N/A | -4.98% Jul 16, 2024 - Aug 15, 2024 |
Correlation
Correlation between RSMC and OUSA is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
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