Compare OUSM and SPY | ETF Tracker

OUSM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

ALPS O'Shares U.S. Small-Cap Quality Dividend ETFIncome · Dividend stocks0.48%1.92%+16.4%+17.8%+16.5%+9.1%−9.2%13.1%$836M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: OUSM 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF · $836M$15,440

OUSM

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

OUSMMeasureSPY

+16.4%Year to dateJan 1 → Nov 4+13.3%

+17.8%1 yearTotal return+13.4%

+16.5%3 years · per year$10,000 became $15,795 · $19,132+24.1%

+9.1%5 years · per year$10,000 became $15,440 · $18,060+12.6%

0.48%Expense ratio$48 · $9 a year on $10k · lower is better0.09%

1.92%Trailing 12-mo yield$192 · $99 a year on $10k0.99%

−9.2%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer12.9%

OUSMSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OUSM vs SPY: Top 5 Holdings

Today

OUSM

11.1%in top 5

SPY

in top 527.3%

OUSMStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.3%BMInot top 5

2.3%CONnot top 5

2.2%LECOnot top 5

2.2%HASnot top 5

2.2%AOSnot top 5

Held in common0.3%

End-of-day Nov 4, 2026 · share of each fund

OUSM vs SPY Returns, Every Period

5Y

ALPSOUSM

+9.1%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

OUSMSPYFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: OUSM vs SPY

YTD

ALPSOUSM

+16.4%

SPYSPDR

+13.3%

+16.4%Year to date+13.3%

−9.2%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y12.9%

1.9%Yield1.0%

$836MAssets$805B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OUSM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

OUSM0.48%$48

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OUSM, SPY

1Y

1.92%highest, OUSM

FundTrailing yieldYield$10k

OUSM1.92%$192

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$144most kept, OUSM

OUSM$192 − $48 = $144

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OUSM, SPY

Today

0.3%most shared, OUSM and SPY

OUSMSPY

OUSM—0.3%

SPY0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.8%OUSM, at 13.1% volatility

SPYWorst drop−8.9%12.9% vol

OUSMWorst drop−9.2%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OUSMSPY

+16.4%Year to date+13.3%

1.9%Yield1.0%

+17.8%Past year+13.4%

0.48%Fee0.09%

3–1OUSM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026