SHYM vs OUSA
Comparison between iShares High Yield Muni Income Active ETF (SHYM, ETF) and ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF).
5-Year PerformanceOUSA has outperformed SHYM, delivering a return of +8.9% compared to +0.8%
SHYM vs OUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SHYM vs OUSA - Historical Returns
Returns include dividend reinvestment.
SHYM vs OUSA - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SHYM | OUSA |
|---|---|---|
| 2026 | +2.04% | +3.09% |
| 2025 | +2.36% | +10.84% |
| 2024 | +7.19% | +17.36% |
| 2023 | +8.51% | +13.30% |
| 2022 | -15.84% | -8.93% |
| 2021 | +6.71% | +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% |
SHYM vs OUSA Drawdown Comparison
The maximum drawdown for SHYM was -22.55%, occurring on Oct 24, 2022. Recovery took 908 trading sessions.
The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The current OUSA drawdown is -1.07%.
| Rank | SHYM | OUSA |
|---|---|---|
| #1 | -22.55% Jul 19, 2021 - Feb 28, 2025 | -33.12% Jan 17, 2020 - Aug 25, 2020 |
| #2 | -8.06% Feb 28, 2025 - Jan 2, 2026 | -19.54% Dec 29, 2021 - Dec 11, 2023 |
| #3 | -2.23% Feb 27, 2026 - May 29, 2026 | -13.29% Sep 21, 2018 - Feb 19, 2019 |
| #4 | -0.72% Jun 10, 2021 - Jul 2, 2021 | -13.14% Nov 29, 2024 - Aug 12, 2025 |
| #5 | -0.27% Apr 15, 2021 - Apr 22, 2021 | -10.66% Jan 26, 2018 - Sep 18, 2018 |
| #6 | -0.27% Jan 14, 2026 - Jan 27, 2026 | -10.63% Jul 16, 2015 - Oct 22, 2015 |
| #7 | -0.18% Feb 4, 2026 - Feb 12, 2026 | -9.16% Sep 2, 2020 - Dec 4, 2020 |
| #8 | -0.16% Jun 9, 2026 - Jun 15, 2026 | -8.36% Feb 6, 2026 - Mar 27, 2026 |
| #9 | -0.13% Jun 4, 2026 - Jun 9, 2026 | -7.75% Nov 3, 2015 - Mar 2, 2016 |
| #10 | -0.13% Apr 28, 2021 - May 5, 2021 | -7.47% Jul 22, 2016 - Feb 13, 2017 |
| #11 | -0.12% May 6, 2021 - May 13, 2021 | -6.14% Aug 16, 2021 - Nov 3, 2021 |
| #12 | -0.10% Mar 26, 2021 - Mar 30, 2021 | -5.17% Mar 28, 2024 - May 15, 2024 |
| #13 | -0.06% Jul 12, 2021 - Jul 14, 2021 | -5.13% Apr 24, 2019 - Jun 18, 2019 |
| #14 | -0.04% Jan 12, 2026 - Jan 14, 2026 | -5.06% Jul 29, 2019 - Sep 12, 2019 |
| #15 | -0.04% Feb 23, 2026 - Feb 27, 2026 | -4.98% Jul 16, 2024 - Aug 15, 2024 |
Correlation
Correlation between SHYM and OUSA is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2015 - 2026)
SHYM vs OUSA dividend yield comparison.
| Year | SHYM | OUSA |
|---|---|---|
| 2026 | 1.70% | 0.59% |
| 2025 | 4.55% | 1.39% |
| 2024 | 4.35% | 1.50% |
| 2023 | 4.35% | 1.80% |
| 2022 | 4.01% | 1.92% |
| 2021 | 2.97% | 1.56% |
| 2020 | 0.00% | 2.03% |
| 2019 | 0.00% | 2.31% |
| 2018 | 0.00% | 3.06% |
| 2017 | 0.00% | 2.15% |
| 2016 | 0.00% | 2.32% |
| 2015 | 0.00% | 1.17% |
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