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VLU vs OUSA

Comparison between STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF (VLU, ETF) and ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF).

5-Year PerformanceVLU has outperformed OUSA, delivering a return of +12.9% compared to +8.5%

VLU vs OUSA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VLU
$726M
OUSA
$726M
Expense Ratio
Winner
VLU
0.12%
OUSA
0.48%
Max Drawdown
VLU
37.91%
Winner
OUSA
33.37%
Sharpe Ratio
Winner
VLU
1.90
OUSA
0.75
5Y Beta
VLU
0.78
Winner
OUSA
0.59
P/E Ratio
Winner
VLU
21.09
OUSA
21.84
Forward P/E
Winner
VLU
15.04
OUSA
20.68
PEG Ratio
VLU
N/A
OUSA
0.70
5Y Dividends CAGR
Winner
VLU
9.17%
OUSA
6.57%
5Y EPS CAGR
VLU
13.62%
Winner
OUSA
13.74%
Debt to Equity
VLU
25.53%
Winner
OUSA
-64.62%
P/S Ratio
Winner
VLU
1.40
OUSA
3.50
P/B Ratio
Winner
VLU
2.69
OUSA
6.78

VLU vs OUSA - Holdings Comparison

VLU and OUSA have 100 common holdings. Overlap is 23.39%

VLU's top 25 holdings weight is 30.78%. OUSA's top 25 holdings weight is 69.47%.

RankVLUOUSA
#1
AMAZON.COM INC (AMZN) - 2.94%
ALPHABET INC CLASS A (GOOGL) - 5.80%
#2
EXXON MOBIL CORP (XOM) - 2.31%
APPLE INC (AAPL) - 5.75%
#3
ALPHABET INC CLASS C (GOOG) - 1.97%
JOHNSON & JOHNSON (JNJ) - 5.52%
#4
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.84%
VISA INC CLASS A (V) - 5.02%
#5
WALMART INC (WMT) - 1.78%
MASTERCARD INC CLASS A (MA) - 4.46%
#6
VERIZON COMMUNICATIONS INC (VZ) - 1.72%
CISCO SYSTEMS INC (CSCO) - 4.12%
#7
APPLE INC (AAPL) - 1.64%
THE HOME DEPOT INC (HD) - 3.96%
#8
CHEVRON CORP (CVX) - 1.58%
MICROSOFT CORP (MSFT) - 3.88%
#9
MICROSOFT CORP (MSFT) - 1.41%
MCDONALD'S CORP (MCD) - 3.23%
#10
JPMORGAN CHASE & CO (JPM) - 1.31%
MERCK & CO INC (MRK) - 3.06%
#11
BANK OF AMERICA CORP (BAC) - 1.30%
TEXAS INSTRUMENTS INC (TXN) - 2.72%
#12
META PLATFORMS INC CLASS A (META) - 1.01%
TJX COMPANIES INC (TJX) - 2.62%
#13
JOHNSON & JOHNSON (JNJ) - 0.94%
MARSH (MRSH) - 2.51%
#14
ALPHABET INC CLASS A (GOOGL) - 0.92%
ACCENTURE PLC CLASS A (ACN) - 2.04%
#15
INTEL CORP (INTC) - 0.84%
ABBOTT LABORATORIES (ABT) - 1.99%
#16
COMCAST CORP CLASS A (CMCSA) - 0.84%
COMCAST CORP CLASS A (CMCSA) - 1.86%
#17
SANDISK CORP ORDINARY SHARES (SNDK) - 0.83%
PROCTER & GAMBLE CO (PG) - 1.77%
#18
CITIGROUP INC (C) - 0.81%
COCA-COLA CO (KO) - 1.42%
#19
MICRON TECHNOLOGY INC (MU) - 0.80%
LOWE'S COMPANIES INC (LOW) - 1.40%
#20
CVS HEALTH CORP (CVS) - 0.74%
UNION PACIFIC CORP (UNP) - 1.19%
#21
AT&T INC (T) - 0.67%
ILLINOIS TOOL WORKS INC (ITW) - 1.07%
#22
BROADCOM INC (AVGO) - 0.67%
MOODYS CORP (MCO) - 1.06%
#23
CONOCOPHILLIPS (COP) - 0.65%
CATERPILLAR INC (CAT) - 1.03%
#24
NVIDIA CORP (NVDA) - 0.64%
AMPHENOL CORP CLASS A (APH) - 1.00%
#25
THE GOLDMAN SACHS GROUP INC (GS) - 0.62%
VERIZON COMMUNICATIONS INC (VZ) - 0.99%
Total Holdings1424102

VLU vs OUSA - Historical Returns

Returns include dividend reinvestment.

1M
VLU
+2.21%
Winner
OUSA
+3.44%
3M
Winner
VLU
+6.08%
OUSA
+3.93%
6M
Winner
VLU
+11.64%
OUSA
+2.66%
1Y
Winner
VLU
+26.55%
OUSA
+11.03%
5Y(CAGR)
Winner
VLU
+12.92%
OUSA
+8.48%
10Y(CAGR)
Winner
VLU
+14.13%
OUSA
+9.96%
Max(CAGR)
Winner
VLU
+13.81%
OUSA
+10.42%

VLU vs OUSA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearVLUOUSA
2026+14.93%+4.25%
2025+16.93%+10.84%
2024+17.18%+17.36%
2023+17.26%+13.30%
2022-9.01%-8.93%
2021+32.52%+25.28%
2020+9.22%+6.47%
2019+25.72%+25.40%
2018-7.87%-3.27%
2017+16.99%+18.33%
2016+18.60%+13.66%
2015-0.88%+1.16%
2014+14.49%N/A
2013+34.60%N/A
2012+2.14%N/A

VLU vs OUSA Drawdown Comparison

The maximum drawdown for VLU was -37.36%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The maximum drawdown for OUSA was -33.12%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.

The current VLU drawdown is -0.26%. The current OUSA drawdown is -1.44%.

RankVLUOUSA
#1-37.36%
Feb 12, 2020 - Nov 16, 2020		-33.12%
Jan 17, 2020 - Aug 25, 2020
#2-20.21%
Sep 24, 2018 - Oct 25, 2019		-19.54%
Dec 29, 2021 - Dec 11, 2023
#3-19.56%
Jan 11, 2022 - Jul 28, 2023		-13.29%
Sep 21, 2018 - Feb 19, 2019
#4-16.23%
Feb 19, 2025 - Jul 1, 2025		-13.14%
Nov 29, 2024 - Aug 12, 2025
#5-15.95%
May 19, 2015 - Jul 25, 2016		-10.66%
Jan 26, 2018 - Sep 18, 2018
#6-10.57%
Jan 26, 2018 - Aug 21, 2018		-10.63%
Jul 16, 2015 - Oct 22, 2015
#7-10.55%
Jul 31, 2023 - Dec 11, 2023		-9.16%
Sep 2, 2020 - Dec 4, 2020
#8-7.43%
Sep 4, 2014 - Nov 5, 2014		-8.36%
Feb 6, 2026 - Jul 2, 2026
#9-6.63%
Jan 15, 2014 - Feb 24, 2014		-7.75%
Nov 3, 2015 - Mar 2, 2016
#10-6.34%
Feb 11, 2026 - Apr 14, 2026		-7.47%
Jul 22, 2016 - Feb 13, 2017
#11-6.21%
Nov 29, 2024 - Feb 19, 2025		-6.14%
Aug 16, 2021 - Nov 3, 2021
#12-5.99%
Jul 17, 2024 - Aug 23, 2024		-5.17%
Mar 28, 2024 - May 15, 2024
#13-5.76%
Nov 8, 2021 - Dec 27, 2021		-5.13%
Apr 24, 2019 - Jun 18, 2019
#14-5.32%
Oct 31, 2012 - Dec 11, 2012		-5.06%
Jul 29, 2019 - Sep 12, 2019
#15-5.16%
May 31, 2013 - Jul 9, 2013		-4.98%
Jul 16, 2024 - Aug 15, 2024

Correlation

Correlation between VLU and OUSA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2012 - 2026)

VLU vs OUSA dividend yield comparison.

YearVLUOUSA
20260.80%0.84%
20251.82%1.39%
20242.00%1.50%
20232.02%1.80%
20222.16%1.92%
20211.86%1.56%
20201.98%2.03%
20192.19%2.31%
20182.57%3.06%
20171.96%2.15%
20162.14%2.32%
20156.37%1.17%
20145.42%0.00%
20133.41%0.00%
20120.55%0.00%

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