OUSA vs VOO
O Shares US Quality Dividend ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | OUSA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.03% | |
| AUM | $754M | $979.0B | |
| Dividend Yield | 1.47% | 1.09% | |
| Holdings | 101 | 509 | |
| YTD Return | +9.25% | +13.80% | |
| 1Y Return | +16.27% | +23.71% | |
| 3Y Return (annualized) | +13.96% | +21.50% | |
| 5Y Return (annualized) | +9.29% | +13.44% | |
| Volatility (annualized) | 13.2% | 14.1% | |
| Max Drawdown | -33.4% | -34.3% | |
| Fund Family | ALPS Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 14, 2015 | Sep 7, 2010 |
OUSA vs VOO Performance
O Shares US Quality Dividend ETF (OUSA) is a ETF from ALPS Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year OUSA returned +16.27% while VOO returned +23.71%. Year to date, OUSA is up 9.25% versus a gain of 13.80% for VOO.
Over three years, OUSA compounded at +13.96% per year against +21.50% for VOO; over five years the annualized figures are +9.29% and +13.44% respectively. Across the full 11-year window we track, VOO has the edge at +13.58% annualized vs +9.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.2% for OUSA. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.4% for OUSA and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
OUSA charges 0.48% per year while VOO charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, OUSA currently yields 1.47% against 1.09% for VOO.
Holdings Overlap
OUSA and VOO share 98 holdings out of 507 unique holdings combined, representing a 34.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OUSA or VOO?
OUSA has an expense ratio of 0.48% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, OUSA or VOO?
Over the past year OUSA returned +16.27% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), OUSA annualized +9.50% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, OUSA or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.2% for OUSA. Worst drawdown: OUSA -33.4% vs VOO -34.3%.
Should I hold both OUSA and VOO?
OUSA and VOO have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between OUSA and VOO?
OUSA and VOO share 98 common holdings with a 34.5% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, OUSA or VOO?
OUSA yields 1.47% while VOO yields 1.09%, so OUSA currently pays the higher dividend yield.
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