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OUSMvsAFMCETF Comparison
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 2.28% year-to-date (YTD) with -$24M in YTD flows. AFMC performs better with 4.35% YTD performance, and +$35M 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.
OUSM vs AFMC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OUSM AFMC | -5.79%-4.30% | +1.47%+1.71% | +2.28%+4.35% | +6.35%+20.28% | +38.23%+65.49% | +45.15%+53.91% |
| Flows | OUSM AFMC | -$6M+$18M | -$27M+$35M | -$24M+$35M | -$33M+$80M | +$565M+$120M | +$631M+$119M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OUSM AFMC | +13.23%+14.63% | +17.30%+19.44% | +15.26%+17.74% | +16.55%+19.48% |
| Max drawdown | OUSM AFMC | -5.96%-5.13% | -11.91%-13.21% | -19.49%-21.83% | -19.49%-25.69% |
| Max drawdown duration | OUSM AFMC | 27d17d | 44d46d | 435d289d | 435d752d |
OUSM | AFMC | |
Last sale 3/12/2026 at 1:30 PM | $35.35 | |
| Previous close 03/11/2026 | $35.92 | |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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OUSM | AFMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
OUSM | AFMC | |
|---|---|---|
| Last price | – | $35.35 |
| 1D performance | – | -1.60% |
| AuM | $892.87 M | $134.68 M |
| E/R | 0.48% | 0.65% |
OUSM | AFMC | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | O'Shares | First Trust |
| Benchmark | O’Shares U.S. Small-Cap Quality Dividend Index | - |
| N° of holdings | 107 | 258 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 30, 2016 | December 3, 2019 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the OUSM and AFMC ETFs performed in 2026?
As of March 10, 2026, OUSM is up 2.28% year-to-date (YTD), while AFMC has returned 4.35%. 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 -$24M in flows, compared to +$35M for AFMC.
Which ETF is more volatile: OUSM or AFMC?
Over the past year, OUSM had a volatility of 17.3%, while AFMC experienced 19.44%.
Which ETF is bigger: OUSM or AFMC?
As of March 10, 2026, OUSM holds $892.87 M in assets under management (AUM), while AFMC manages $134.68 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 DONALDSON, NATIONAL HEALTHCARE and AVNET. AFMC holds in its top three: MUELLER INDUSTRIES, FEDERATED HERMES and EXELIXIS.
Which ETF is more diversified: OUSM or AFMC?
OUSM holds 107 securities with 32.68% of its assets in the top 15. AFMC has 265 securities and a top 15 weight of 15.32%.
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