(OUSM) O’Shares U.S. - Performance 4.6% in 12m
Compare OUSM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.79%
#3 in Group
Rel. Strength
48.28%
#4116 in Universe
Total Return 12m
4.64%
#12 in Group
Total Return 5y
100.73%
#11 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: OUSM (4.6%) vs SPY (13.7%)

5y Drawdown (Underwater) Chart

Top Performers in Small Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
---|---|---|---|---|---|---|---|---|
CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
Performance Comparison: OUSM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for OUSM
Total Return (including Dividends) | OUSM | SPY | S&P 500 |
---|---|---|---|
1 Month | -2.15% | 0.40% | 0.40% |
3 Months | -4.47% | -4.90% | -4.90% |
12 Months | 4.64% | 13.65% | 13.65% |
5 Years | 100.73% | 114.96% | 114.96% |
Trend Score (consistency of price movement) | OUSM | SPY | S&P 500 |
1 Month | 75.3% | 74.8% | 74.8% |
3 Months | -86.8% | -84.7% | -84.7% |
12 Months | 24.9% | 53.5% | 53.5% |
5 Years | 88.8% | 84.2% | 84.2% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
1 Month | #38 | -2.54% | -2.54% |
3 Month | #16 | 0.46% | 0.46% |
12 Month | #27 | -7.93% | -7.93% |
5 Years | #22 | -6.62% | -6.62% |
FAQs
Does OUSM O’Shares U.S. outperforms the market?
No,
over the last 12 months OUSM made 4.64%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months OUSM made -4.47%, while SPY made -4.90%.
Over the last 3 months OUSM made -4.47%, while SPY made -4.90%.
Performance Comparison OUSM vs Indeces and Sectors
OUSM vs. Indices OUSM is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | -0.80% | -2.55% | -4.36% | -9.01% |
US NASDAQ 100 | QQQ | -1.31% | -4.81% | -5.15% | -10.6% |
US Dow Jones Industrial 30 | DIA | -0.87% | -0.07% | -3.83% | -5.17% |
German DAX 40 | DAX | -1.58% | -5.18% | -24.6% | -23.7% |
Shanghai Shenzhen CSI 300 | CSI 300 | 0.36% | -1.92% | -0.39% | -0.71% |
Hongkong Hang Seng | HSI | -1.48% | -2.21% | -4.74% | -5.90% |
India NIFTY 50 | INDA | 0.12% | -6.71% | -4.26% | 2.15% |
Brasil Bovespa | EWZ | 1.46% | -5.90% | -6.33% | 12.4% |
OUSM vs. Sectors OUSM is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | -1.11% | -2.74% | -10.6% | -19.5% |
Consumer Discretionary | XLY | 0.19% | -1.23% | -5.75% | -10.4% |
Consumer Staples | XLP | 1.24% | -2.16% | -7.05% | -5.98% |
Energy | XLE | 2.63% | 10.8% | 2.73% | 13.2% |
Financial | XLF | -1.49% | -1.35% | -12.6% | -20.3% |
Health Care | XLV | 1.78% | 1.85% | 0.56% | 4.44% |
Industrial | XLI | -2.19% | -3.30% | -5.61% | -7.38% |
Materials | XLB | -0.67% | 0.24% | 4.04% | 6.96% |
Real Estate | XLRE | -1.32% | -1.79% | -2.94% | -13.5% |
Technology | XLK | -1.77% | -5.53% | -1.40% | -6.05% |
Utilities | XLU | 0.16% | -2.57% | -9.16% | -16.5% |
Aerospace & Defense | XAR | -2.26% | -9.83% | -18.9% | -24.3% |
Biotech | XBI | -1.92% | -5.76% | 11.6% | 9.98% |
Homebuilder | XHB | -1.75% | -0.55% | 11.4% | 10.0% |
Retail | XRT | -0.94% | -0.96% | 2.16% | 5.69% |