Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OUSM (ALPS O’Shares US Small-Cap Quality Dividend ETF) | 6.78% | 11.41% | 12.07% | 7.38% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OUSM (ALPS O’Shares US Small-Cap Quality Dividend ETF) | 01/05/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 11.41 | 12.07 | 7.38 | NA | NA | NA | … | … | 6.78 | 2.17 | 13.45 | 18.83 | -7.89 | 21.44 | 7.65 | 28.03 | -10.61 | 9.71 |
| Sharpe Ratio | NA | 0.62 | 0.60 | 0.30 | NA | NA | NA | … | … | 1.04 | -0.04 | 0.68 | 1.07 | -0.45 | 1.49 | 0.19 | 1.88 | -0.83 | 1.11 |
| Standard Deviation(%) | NA | 13.15 | 15.06 | 16.28 | NA | NA | NA | … | … | 13.81 | 16.91 | 14.47 | 14.33 | 20.94 | 14.40 | 38.76 | 14.12 | 14.58 | 8.26 |
| Draw Down(%) | NA | 9.22 | 19.44 | 19.44 | NA | NA | NA | … | … | 9.22 | 15.75 | 7.32 | 11.01 | 19.04 | 7.37 | 39.83 | 9.02 | 22.45 | 3.96 |
| Yield(%) | 0.00 | 2.26 | 2.25 | 2.06 | 2.48 | 1.66 | 1.24 | … | … | 0.74 | 2.10 | 1.82 | 1.89 | 1.80 | 1.88 | 2.12 | 2.49 | 2.28 | 2.33 |
Data as of 06/04/2026, Common starting date is 01/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OUSM (ALPS O'Shares US Small-Cap Quality Dividend ETF) |
-3.93%
Mar 2017 – Mar 2020 |
4.92%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OUSM (ALPS O'Shares US Small-Cap Quality Dividend ETF) |
21.28%
Mar 2020 – Mar 2023 |
17.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart