# ALPS Funds O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

ALPS Funds O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: OUSM +43.17%, SPY +86.64%. Regime OUSM BEAR · SPY BULL. As of Oct 13, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/OUSM/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=OUSM%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| OUSM | +43.17% | -19.44% | +8.39% |
| SPY | +86.64% | -24.49% | +14.78% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| OUSM | +10.34% | +8.62% | +43.15% | +43.17% |
| SPY | +18.61% | +36.22% | +86.97% | +86.64% |

## Annual

| Year | OUSM | SPY |
|---|---:|---:|
| YTD | +8.39% | +14.78% |
| 2025 | +2.83% | +18.01% |
| 2024 | +13.77% | +25.59% |
| 2023 | +17.88% | +26.73% |
| 2022 | -7.78% | -18.64% |
| 2021 | +3.61% | +6.90% |

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Research context only. Not personalized investment advice.