OUSMvsAFMCETF Comparison
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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 Finance, Industrials and Technology. In contrast, AFMC's top sector exposures are Finance, Technology and Industrials. OUSM is less expensive with a Total Expense Ratio (TER) of 0.48%, versus 0.68% for AFMC. OUSM is up 12.38% year-to-date (YTD) with -$178M in YTD flows. AFMC performs better with 18.6% YTD performance, and +$123M 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
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OUSM AFMC | +4.02%+2.13% | -0.13%+0.24% | +12.38%+18.60% | +10.93%+19.75% | +52.03%+87.10% | +46.27%+67.03% |
| Flows | OUSM AFMC | -$12M+$18M | -$70M+$51M | -$178M+$123M | -$208M+$127M | +$257M+$205M | +$467M+$208M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OUSM AFMC | +12.25%+11.42% | +12.81%+14.33% | +15.05%+17.18% | +16.43%+19.11% |
| Max drawdown | OUSM AFMC | -8.53%-5.86% | -9.24%-8.15% | -19.49%-21.83% | -19.49%-25.69% |
| Max drawdown duration | OUSM AFMC | 71d72d | 124d47d | 435d289d | 435d752d |
Trading data
OUSM | AFMC | |
Last sale 10/28/2026 at 7:02 PM | $40.56 | |
| Previous close 10/27/2026 | $40.74 | |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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AFMC
is actively managed and doesn’t replicate an indexOUSM | AFMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 7:02 PM
Live
Closed
OUSM | AFMC | |
|---|---|---|
| Last price | – | $40.56 |
| 1D performance | – | -0.44% |
| AuM | $811.06 M | $242.07 M |
| E/R | 0.48% | 0.68% |
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 | 109 | 264 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 30, 2016 | December 3, 2019 |
| ESG | No | No |
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Exposure
Countries
OUSM
USA
97.71%
Other
2.29%
AFMC
USA
95.59%
Other
4.41%
Sectors
OUSM
Finance
22.56%
Industrials
18.22%
Technology
11.87%
Consumer Services
9.23%
Healthcare
8.53%
Consumer Cyclical.
8.36%
Other
21.24%
AFMC
Finance
20.55%
Technology
17.85%
Industrials
16.15%
Healthcare
11.07%
Consumer Cyclical.
9.45%
Non-Energy Materi.
9.3%
Other
15.63%
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Diversification
OUSM
Total weight of top 15 holdings out of 15
31.67%
AFMC
Total weight of top 15 holdings out of 15
17.04%
Top 15 holdings
Data as of August 31, 2026
OUSM
SEI Investments Co.
2.39%
Chemed Corp.
2.34%
Texas Roadhouse, Inc.
2.22%
MGIC Investment Corp.
2.20%
Essent Group Ltd.
2.19%
Royalty Pharma Plc
2.11%
National HealthCare Corp.
2.10%
Lincoln Electric Holdings, Inc.
2.07%
Allison Transmission Holdings, Inc.
2.07%
H&R Block, Inc.
2.06%
Donaldson Co., Inc.
2.02%
Radian Group Inc.
2.00%
Encompass Health Corp.
1.97%
Primerica, Inc.
1.96%
ITT, Inc.
1.95%
AFMC
Reliance, Inc.
1.66%
HF Sinclair Corp.
1.33%
Matson, Inc.
1.33%
Casey's General Stores, Inc.
1.24%
BorgWarner, Inc.
1.16%
Mueller Industries, Inc.
1.13%
Chord Energy Corp.
1.11%
Exelixis, Inc.
1.08%
Federated Hermes, Inc.
1.06%
TechnipFMC plc
1.06%
RenaissanceRe Holdings Ltd.
1.05%
ATI, Inc.
0.97%
Halozyme Therapeutics, Inc.
0.96%
H&R Block, Inc.
0.95%
TD SYNNEX Corp.
0.95%
Frequently asked questions about OUSM and AFMC
How have the OUSM and AFMC ETFs performed in 2026?
As of October 26, 2026, OUSM is up 12.38% year-to-date (YTD), while AFMC has returned 18.6%. 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 -$178M in flows, compared to +$123M for AFMC.
Which ETF is more volatile: OUSM or AFMC?
Over the past year, OUSM had a volatility of 12.81%, while AFMC experienced 14.33%.
Which ETF is bigger: OUSM or AFMC?
As of October 26, 2026, OUSM holds $811.06 M in assets under management (AUM), while AFMC manages $242.07 M.
What sectors do the OUSM and AFMC ETFs invest in?
OUSM leans toward sectors like Finance, Industrials and Technology. Meanwhile, AFMC focuses on Finance, Technology and Industrials.
What are the top holdings of the OUSM ETF and AFMC ETF?
OUSM top holdings include SEI Investments Co., Chemed Corp. and Texas Roadhouse, Inc.. AFMC holds in its top three: Reliance, Inc., HF Sinclair Corp. and Matson, Inc..
Which ETF is more diversified: OUSM or AFMC?
OUSM holds 109 securities with 31.67% of its assets in the top 15. AFMC has 264 securities and a top 15 weight of 17.04%.
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