ALPS O'Shares U.S. Quality Dividend ETF (OUSA) Performance
OUSA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +9.6% since Dec 31, 2025
- 1 year
- +12.7% total return
- 5 years
- +9.2% a year
- 10 years
- +11.1% a year
- Since first price
- +10.7% a year since 2015
OUSA trailing returns vs SPY, QQQ, AGG
| Period | OUSA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +4.2% | +4.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +6.6% | +6.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +9.0% | +8.3% | +7.8% | +8.4% | −1.5% |
| YTD | +9.6% | +8.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.7% | +11.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +58.2%+16.5%/yr | +50.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +55.2%+9.2%/yr | +42.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +187.3%+11.1%/yr | +134.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionJul 14, 2015 | +215.0%+10.7%/yr | +149.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: OUSA vs SPY
From Jul 14, 2015: OUSA grew to $31,504, SPY to $43,373.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
OUSA returns by calendar year
8 of 10 full years positive. Best 2019 (+25.0%), worst 2022 (−9.3%). 2026 is year to date.
OUSA annual returns table
| Year | OUSA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +9.6% | −8.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.2% | −13.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +17.1% | −5.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +13.4% | −9.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −9.3% | −19.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +23.7% | −6.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +7.0% | −33.1% | +18.3% | +48.6% | +7.5% |
| 2019 | +25.0% | −5.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −3.1% | −13.3% | −4.6% | −0.1% | +0.1% |
| 2017 | +18.8% | −2.5% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.3% | −7.5% | +12.0% | +7.1% | +2.4% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
OUSA largest drawdowns
Now 1.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 17, 2020 | −33.1% | Mar 23, 2020 | Aug 25, 2020 | 2 months | 7 months |
| Dec 29, 2021 | −19.5% | Sep 30, 2022 | Dec 11, 2023 | 9 months | 1.9 years |
| Sep 21, 2018 | −13.3% | Dec 24, 2018 | Feb 19, 2019 | 3 months | 5 months |
| Nov 29, 2024 | −13.1% | Apr 8, 2025 | Aug 12, 2025 | 4 months | 8 months |
| Jan 26, 2018 | −10.7% | Mar 23, 2018 | Sep 18, 2018 | 56 days | 8 months |
| Jul 16, 2015 | −10.6% | Aug 25, 2015 | Oct 22, 2015 | 40 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
OUSA risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2015 |
|---|---|---|---|---|
| Annualized return | +14.1% | +9.2% | +10.3% | +10.4% |
| Volatility (annualized) | 10.4% | 13.0% | 13.4% | 13.2% |
| Sharpe ratio | 0.91 | 0.47 | 0.63 | 0.66 |
| Sortino ratio | 1.40 | 0.72 | 0.95 | 1.02 |
| Best month | +7.3% | +8.9% | +11.4% | +11.4% |
| Worst month | −6.3% | −7.6% | −11.1% | −11.1% |
| Best 12 months | +31.0% | +31.0% | +40.2% | +40.2% |
| Worst 12 months | +5.1% | −9.4% | −11.4% | −11.4% |
| Positive months | 69% | 62% | 67% | 65% |
| Beta vs S&P 500 | 0.65 | 0.72 | 0.79 | — |
| Correlation with S&P 500 | 0.78 | 0.87 | 0.91 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
OUSA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 124 | −11.4% | +11.3% | +40.2% | 89% |
| 3-year (a year) | 100 | +2.9% | +10.7% | +18.3% | 100% |
| 5-year (a year) | 76 | +6.6% | +10.5% | +15.0% | 100% |
| 10-year (a year) | 16 | +10.0% | +10.6% | +11.6% | 100% |
Every holding period starting at a month-end since 2015. Returns for 3 years and longer are annualized.
OUSA performance overview
ALPS O'Shares U.S. Quality Dividend ETF (OUSA) returned +12.7% over the past year and +11.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2015 it has returned +10.7% a year, turning $10,000 into about $31,504. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −33.1%, from Jan 17, 2020 to Mar 23, 2020, and it took 5 months to get back to the old high. OUSA finished 8 of its 10 full calendar years with a gain; the best year was 2019 (+25.0%) and the worst 2022 (−9.3%). Volatility has been 13.2% a year.
Related: OUSA chart, OUSA holdings, OUSA dividends, OUSA valuation. See the OUSA overview for the latest quote and fund facts.
OUSA performance FAQ
What is the OUSA return over the past year?
OUSA returned +12.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.1%.
What is the average annual return of OUSA?
OUSA has returned +9.2% a year over 5 years, +11.1% a year over 10 years, +10.7% a year since July 14, 2015 (total return, distributions reinvested).
How much would $10,000 invested in OUSA be worth?
$10,000 invested in OUSA at its first recorded close on July 14, 2015 would be worth about $31,504 on October 23, 2026 with distributions reinvested.
What was the worst year for OUSA?
The worst calendar year was 2022, with a total return of −9.3%. The best was 2019 at +25.0%.
What is the biggest drawdown of OUSA?
The largest peak-to-trough decline was −33.1% between January 17, 2020 and March 23, 2020. It recovered to the old high on August 25, 2020, 5 months after the bottom.
How volatile is OUSA?
Over the past 3 years OUSA had an annualized volatility of 10.4% and a Sharpe ratio of 0.91 (excess return over 1–3 month T-bills per unit of risk).