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XMLV vs OUSA

Comparison between INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV, ETF) and ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES (OUSA, ETF).

5-Year PerformanceOUSA has outperformed XMLV, delivering a return of +8.9% compared to +6.8%

XMLV vs OUSA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
XMLV
$748M
OUSA
$748M
Expense Ratio
Winner
XMLV
0.25%
OUSA
0.48%
Max Drawdown
XMLV
40.50%
Winner
OUSA
33.37%
Sharpe Ratio
XMLV
0.63
Winner
OUSA
0.89
5Y Beta
Winner
XMLV
0.44
OUSA
0.57
P/E Ratio
Winner
XMLV
17.92
OUSA
22.44
Forward P/E
Winner
XMLV
15.94
OUSA
20.93
PEG Ratio
Winner
XMLV
0.17
OUSA
0.63
5Y Dividends CAGR
Winner
XMLV
22.42%
OUSA
4.65%
5Y EPS CAGR
XMLV
10.89%
Winner
OUSA
12.87%
Debt to Equity
XMLV
63.50%
Winner
OUSA
-101.92%
P/S Ratio
Winner
XMLV
2.55
OUSA
3.62
P/B Ratio
Winner
XMLV
1.95
OUSA
6.95

XMLV vs OUSA - Holdings Comparison

XMLV and OUSA have 2 common holdings. Overlap is 0.12%

XMLV's top 25 holdings weight is 36.71%. OUSA's top 25 holdings weight is 69.41%.

RankXMLVOUSA
#1
TXNM ENERGY INC (TXNM) - 2.83%
APPLE INC (AAPL) - 5.73%
#2
COPT DEFENSE PROPERTIES (CDP) - 1.60%
JOHNSON & JOHNSON (JNJ) - 5.72%
#3
OGE ENERGY CORP (OGE) - 1.56%
ALPHABET INC CLASS A (GOOGL) - 5.35%
#4
NNN REIT INC (NNN) - 1.55%
VISA INC CLASS A (V) - 5.00%
#5
RLI CORP (RLI) - 1.52%
MASTERCARD INC CLASS A (MA) - 4.44%
#6
AGREE REALTY CORP (ADC) - 1.50%
CISCO SYSTEMS INC (CSCO) - 4.14%
#7
INGREDION INC (INGR) - 1.48%
THE HOME DEPOT INC (HD) - 3.85%
#8
NEW JERSEY RESOURCES CORP (NJR) - 1.48%
MICROSOFT CORP (MSFT) - 3.83%
#9
IDACORP INC (IDA) - 1.47%
MCDONALD'S CORP (MCD) - 3.22%
#10
THE HANOVER INSURANCE GROUP INC (THG) - 1.47%
MERCK & CO INC (MRK) - 3.16%
#11
EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.45%
TJX COMPANIES INC (TJX) - 2.70%
#12
W.P. CAREY INC (WPC) - 1.44%
TEXAS INSTRUMENTS INC (TXN) - 2.66%
#13
FEDERATED HERMES INC CLASS B (FHI) - 1.39%
MARSH (MRSH) - 2.51%
#14
PORTLAND GENERAL ELECTRIC CO (POR) - 1.37%
ABBOTT LABORATORIES (ABT) - 2.24%
#15
EASTGROUP PROPERTIES INC (EGP) - 1.36%
ACCENTURE PLC CLASS A (ACN) - 2.09%
#16
STARWOOD PROPERTY TRUST INC (STWD) - 1.34%
COMCAST CORP CLASS A (CMCSA) - 1.87%
#17
GRACO INC (GGG) - 1.34%
PROCTER & GAMBLE CO (PG) - 1.79%
#18
AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.33%
COCA-COLA CO (KO) - 1.41%
#19
PRIMERICA INC (PRI) - 1.33%
LOWE'S COMPANIES INC (LOW) - 1.36%
#20
SPIRE INC (SR) - 1.32%
UNION PACIFIC CORP (UNP) - 1.21%
#21
AMERICAN FINANCIAL GROUP INC (AFG) - 1.32%
ILLINOIS TOOL WORKS INC (ITW) - 1.08%
#22
CNO FINANCIAL GROUP INC (CNO) - 1.32%
MOODYS CORP (MCO) - 1.03%
#23
ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.32%
VERIZON COMMUNICATIONS INC (VZ) - 1.02%
#24
LAMAR ADVERTISING CO CLASS A (LAMR) - 1.31%
CATERPILLAR INC (CAT) - 1.00%
#25
WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.31%
AMPHENOL CORP CLASS A (APH) - 1.00%
Total Holdings82102

XMLV vs OUSA - Historical Returns

Returns include dividend reinvestment.

1M
XMLV
-0.84%
Winner
OUSA
+4.88%
3M
XMLV
+4.49%
Winner
OUSA
+6.63%
6M
XMLV
+3.84%
Winner
OUSA
+5.97%
1Y
XMLV
+10.52%
Winner
OUSA
+13.48%
5Y(CAGR)
XMLV
+6.85%
Winner
OUSA
+8.89%
10Y(CAGR)
XMLV
+7.96%
Winner
OUSA
+10.62%
Max(CAGR)
XMLV
+9.88%
Winner
OUSA
+10.81%

XMLV vs OUSA - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearXMLVOUSA
2026+10.38%+9.34%
2025+5.88%+10.84%
2024+16.72%+17.36%
2023+1.70%+13.30%
2022-6.04%-8.93%
2021+24.82%+25.28%
2020-7.56%+6.47%
2019+25.81%+25.40%
2018-0.21%-3.27%
2017+13.66%+18.33%
2016+23.26%+13.66%
2015+5.16%+1.16%
2014+19.64%N/A
2013+14.56%N/A

XMLV vs OUSA Drawdown Comparison

The maximum drawdown for XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

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

The current XMLV drawdown is -3.04%. The current OUSA drawdown is -0.13%.

RankXMLVOUSA
#1-39.83%
Feb 18, 2020 - Apr 15, 2021		-33.12%
Jan 17, 2020 - Aug 25, 2020
#2-16.54%
Dec 29, 2021 - Mar 27, 2024		-19.54%
Dec 29, 2021 - Dec 11, 2023
#3-13.81%
Nov 25, 2024 - Aug 22, 2025		-13.29%
Sep 21, 2018 - Feb 19, 2019
#4-13.26%
Sep 14, 2018 - Feb 15, 2019		-13.14%
Nov 29, 2024 - Aug 12, 2025
#5-9.62%
Aug 17, 2015 - Nov 23, 2015		-10.66%
Jan 26, 2018 - Sep 18, 2018
#6-9.26%
Dec 1, 2015 - Mar 3, 2016		-10.63%
Jul 16, 2015 - Oct 22, 2015
#7-8.93%
May 21, 2013 - Jul 18, 2013		-9.16%
Sep 2, 2020 - Dec 4, 2020
#8-8.47%
Jul 23, 2013 - Oct 18, 2013		-8.36%
Feb 6, 2026 - Jul 2, 2026
#9-7.97%
Jan 26, 2018 - May 10, 2018		-7.75%
Nov 3, 2015 - Mar 2, 2016
#10-7.03%
Mar 2, 2026 - Jun 25, 2026		-7.47%
Jul 22, 2016 - Feb 13, 2017
#11-6.72%
Jul 1, 2014 - Oct 28, 2014		-6.14%
Aug 16, 2021 - Nov 3, 2021
#12-6.13%
Sep 7, 2016 - Nov 28, 2016		-5.17%
Mar 28, 2024 - May 15, 2024
#13-5.57%
Nov 15, 2021 - Dec 27, 2021		-5.13%
Apr 24, 2019 - Jun 18, 2019
#14-5.56%
Sep 2, 2021 - Nov 1, 2021		-5.06%
Jul 29, 2019 - Sep 12, 2019
#15-5.37%
Mar 28, 2024 - May 9, 2024		-4.98%
Jul 16, 2024 - Aug 15, 2024

Correlation

Correlation between XMLV and OUSA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2013 - 2026)

XMLV vs OUSA dividend yield comparison.

YearXMLVOUSA
20261.58%0.90%
20252.87%1.39%
20242.23%1.50%
20232.34%1.80%
20222.05%1.92%
20211.14%1.56%
20201.93%2.03%
20192.02%2.31%
20182.13%3.06%
20171.74%2.15%
20161.72%2.32%
20151.85%1.17%
20142.00%0.00%
20131.63%0.00%

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