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OUSMvsAFMCETF Comparison

ETF 1

OUSM

ALPS O’Shares U.S. Small-Cap Quality Dividend ETF

This fund is part of

US Multi-Factor

+0.52%

Full OUSM fund page

VS

ETF 2

AFMC

First Trust Active Factor Mid Cap ETF

This fund is part of

US Multi-Factor

+0.52%

Full AFMC fund page

ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) and First Trust Active Factor Mid Cap ETF (AFMC) belong to the same industry segment: US Multi-Factor. OUSM's top 3 sector exposures are Industrials, Financials and Consumer Discretionary. In contrast, AFMC's top sector exposures are Industrials, Information Technology and Financials. OUSM is less expensive with a Total Expense Ratio (TER) of 0.48%, versus 0.65% for AFMC. OUSM is up 7.78% year-to-date (YTD) with -$53M in YTD flows. AFMC performs better with 12.24% YTD performance, and +$40M in YTD flows. Run a side-by-side ETF comparison of OUSM and AFMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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OUSM vs AFMC performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	OUSM AFMC	+7.15%+8.14%	+3.53%+6.69%	+7.78%+12.24%	+17.00%+30.93%	+39.46%+71.53%	+44.62%+58.67%
Flows	OUSM AFMC	-$24M+$4M	-$46M+$33M	-$53M+$40M	-$69M+$71M	+$530M+$122M	+$601M+$124M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	OUSM AFMC	+13.61%+17.15%	+13.50%+15.10%	+15.21%+17.73%	+16.57%+19.46%
Max drawdown	OUSM AFMC	-9.24%-8.15%	-9.24%-8.15%	-19.49%-21.83%	-19.49%-25.69%
Max drawdown duration	OUSM AFMC	72d47d	72d47d	435d289d	435d752d

Trading data

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	OUSM	AFMC
Last sale 4/27/2026 at 1:30 PM		$38.64
Previous close 04/24/2026		$38.56
Consolidated volume 04/24/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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AFMC

is actively managed and doesn’t replicate an index

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	OUSM	AFMC
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/27/2026 at 1:30 PM

Live

Closed

	OUSM	AFMC
Last price	–	$38.64
1D performance	–	+0.22%
AuM	$906.77 M	$150.42 M
E/R	0.48%	0.65%

Characteristics

	OUSM	AFMC
Management strategy	Passive	Active
Provider	O'Shares	First Trust
Benchmark	O’Shares U.S. Small-Cap Quality Dividend Index	-
N° of holdings	106	262
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	December 30, 2016	December 3, 2019
ESG	No	No

More OUSM data on Trackinsight

More AFMC data on Trackinsight

Exposure

Countries

OUSM

USA

90.76%

Other

9.24%

AFMC

USA

92.93%

Other

7.07%

Sectors

OUSM

Industrials

23.08%

Financials

19.16%

Consumer Discreti.

18.19%

Information Techn.

16.07%

Health Care

9.09%

Other

14.41%

AFMC

Industrials

21.47%

Information Techn.

16.45%

Financials

14.01%

Consumer Discreti.

11.91%

Health Care

9.39%

Other

26.77%

Diversification

OUSM

Total weight of top 15 holdings out of 15

33.21%

AFMC

Total weight of top 15 holdings out of 15

16.96%

Top 15 holdings

Data as of March 31, 2026

OUSM

NATIONAL HEALTHCARE

2.94%

ROYALTY PHARMA

2.78%

AVNET

2.42%

NEW YORK TIMES

2.35%

TD SYNNEX

2.35%

DONALDSON

2.21%

LINCOLN ELECTRIC HOLDINGS

2.18%

WESTERN UNION

2.15%

TEXAS ROADHOUSE

2.10%

ALLISON TRANSMISSION HOLDINGS

2.05%

RADIAN

1.98%

PRIMERICA

1.94%

ESSENT GROUP LTD

1.93%

MGIC INVESTMENT

1.93%

LKQ

1.90%

AFMC

TECHNIPFMC PLC

1.51%

CASEYS GENERAL STORES

1.41%

MUELLER INDUSTRIES

1.29%

BORGWARNER

1.24%

FEDERATED HERMES

1.22%

EXELIXIS

1.13%

RENAISSANCERE

1.10%

ALCOA CORP

1.10%

CURTISS WRIGHT

1.08%

NFG

1.07%

WOODWARD

1.04%

FLEX LTD

1.01%

AFFILIATED MANAGERS GROUP

0.94%

UTD THERAPEUT

0.93%

COMFORT SYSTEMS USA

0.89%

Frequently asked questions about OUSM and AFMC

How have the OUSM and AFMC ETFs performed in 2026?

As of April 24, 2026, OUSM is up 7.78% year-to-date (YTD), while AFMC has returned 12.24%. That puts AFMC better performer ahead so far this year.

Which ETF is attracting more investor money: OUSM or AFMC?

Year-to-date, the OUSM ETF saw -$53M in flows, compared to +$40M for AFMC.

Which ETF is more volatile: OUSM or AFMC?

Over the past year, OUSM had a volatility of 13.5%, while AFMC experienced 15.1%.

Which ETF is bigger: OUSM or AFMC?

As of April 24, 2026, OUSM holds $906.77 M in assets under management (AUM), while AFMC manages $150.42 M.

What sectors do the OUSM and AFMC ETFs invest in?

OUSM leans toward sectors like Industrials, Financials and Consumer Discretionary. Meanwhile, AFMC focuses on Industrials, Information Technology and Financials.

What are the top holdings of the OUSM ETF and AFMC ETF?

OUSM top holdings include NATIONAL HEALTHCARE, ROYALTY PHARMA and AVNET. AFMC holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and MUELLER INDUSTRIES.

OUSMvsAFMCETF Comparison

ALPS O’Shares U.S. Small-Cap Quality Dividend ETF

First Trust Active Factor Mid Cap ETF

OUSM vs AFMC performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the OUSM and AFMC ETFs performed in 2026?

As of April 24, 2026, OUSM is up 7.78% year-to-date (YTD), while AFMC has returned 12.24%. That puts AFMC better performer ahead so far this year.

Which ETF is attracting more investor money: OUSM or AFMC?

Year-to-date, the OUSM ETF saw -$53M in flows, compared to +$40M for AFMC.

Which ETF is more volatile: OUSM or AFMC?

Over the past year, OUSM had a volatility of 13.5%, while AFMC experienced 15.1%.

Which ETF is bigger: OUSM or AFMC?

As of April 24, 2026, OUSM holds $906.77 M in assets under management (AUM), while AFMC manages $150.42 M.

What sectors do the OUSM and AFMC ETFs invest in?

OUSM leans toward sectors like Industrials, Financials and Consumer Discretionary. Meanwhile, AFMC focuses on Industrials, Information Technology and Financials.

What are the top holdings of the OUSM ETF and AFMC ETF?

OUSM top holdings include NATIONAL HEALTHCARE, ROYALTY PHARMA and AVNET. AFMC holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and MUELLER INDUSTRIES.

Which ETF is more diversified: OUSM or AFMC?

OUSM holds 106 securities with 33.21% of its assets in the top 15. AFMC has 268 securities and a top 15 weight of 16.96%.

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