OUSM vs VOO
O Shares US Small-Cap 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 | OUSM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.03% | |
| AUM | $900M | $979.0B | |
| Dividend Yield | 1.84% | 1.09% | |
| Holdings | 109 | 509 | |
| YTD Return | +14.19% | +13.79% | |
| 1Y Return | +16.32% | +23.01% | |
| 3Y Return (annualized) | +12.63% | +21.78% | |
| 5Y Return (annualized) | +8.67% | +13.39% | |
| Volatility (annualized) | 17.1% | 14.1% | |
| Max Drawdown | -40.0% | -34.3% | |
| Fund Family | ALPS Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 30, 2016 | Sep 7, 2010 |
OUSM vs VOO Performance
O Shares US Small-Cap Quality Dividend ETF (OUSM) is a ETF from ALPS Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year OUSM returned +16.32% while VOO returned +23.01%. Year to date, OUSM is up 14.19% versus a gain of 13.79% for VOO.
Over three years, OUSM compounded at +12.63% per year against +21.78% for VOO; over five years the annualized figures are +8.67% and +13.39% respectively. Across the full 10-year window we track, VOO has the edge at +13.57% annualized vs +8.56%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OUSM has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 14.1% for VOO. 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 -40.0% for OUSM 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OUSM 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, OUSM currently yields 1.84% against 1.09% for VOO.
Holdings Overlap
OUSM and VOO share 5 holdings out of 608 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OUSM or VOO?
OUSM 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, OUSM or VOO?
Over the past year OUSM returned +16.32% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (10 years), OUSM annualized +8.56% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, OUSM or VOO?
OUSM has been the more volatile fund at 17.1% annualized versus 14.1% for VOO. Worst drawdown: OUSM -40.0% vs VOO -34.3%.
Should I hold both OUSM and VOO?
OUSM and VOO have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OUSM and VOO?
OUSM and VOO share 5 common holdings with a 0.1% weight overlap. Combined, they hold 608 unique securities.
Which pays a higher dividend, OUSM or VOO?
OUSM yields 1.84% while VOO yields 1.09%, so OUSM currently pays the higher dividend yield.
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