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OUSMvsEZMETF Comparison
ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) belongs to the US Multi-Factor segment. WisdomTree U.S. MidCap Fund (EZM) is part of the US Mid Cap segment. OUSM's top 3 sector exposures are Industrials, Financials and Consumer Discretionary. In contrast, EZM's top sector exposures are Financials, Consumer Discretionary and Industrials. OUSM is more expensive with a Total Expense Ratio (TER) of 0.48%, versus 0.38% for EZM. OUSM is up 3.14% year-to-date (YTD) with -$24M in YTD flows. EZM performs worse with 1.26% YTD performance, and +$14M in YTD flows. Run a side-by-side ETF comparison of OUSM and EZM 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 EZM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OUSM EZM | -4.57%-6.01% | +4.11%-0.43% | +3.14%+1.26% | +7.24%+14.77% | +36.56%+42.39% | +48.45%+42.12% |
| Flows | OUSM EZM | -$6M+$3M | -$27M-$82M | -$24M+$14M | -$33M-$28M | +$565M-$139M | +$631M-$91M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OUSM EZM | +13.58%+14.33% | +17.31%+20.58% | +15.30%+18.93% | +16.56%+20.49% |
| Max drawdown | OUSM EZM | -5.17%-6.01% | -11.91%-14.87% | -19.49%-23.35% | -19.49%-23.35% |
| Max drawdown duration | OUSM EZM | 26d28d | 44d46d | 435d372d | 435d372d |
OUSM | EZM | |
Last sale 3/11/2026 at 1:30 PM | $67.55 | |
| Previous close 03/10/2026 | $67.65 | |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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OUSM | EZM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
OUSM | EZM | |
|---|---|---|
| Last price | – | $67.55 |
| 1D performance | – | -0.15% |
| AuM | $900.38 M | $834.42 M |
| E/R | 0.48% | 0.38% |
OUSM | EZM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | O'Shares | WisdomTree |
| Benchmark | O’Shares U.S. Small-Cap Quality Dividend Index | WisdomTree U.S. MidCap Index |
| N° of holdings | 107 | 819 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 30, 2016 | February 23, 2007 |
| 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 EZM ETFs performed in 2026?
As of March 9, 2026, OUSM is up 3.14% year-to-date (YTD), while EZM has returned 1.26%. That puts OUSM better performer ahead so far this year.
Which ETF is attracting more investor money: OUSM or EZM?
Year-to-date, the OUSM ETF saw -$24M in flows, compared to +$14M for EZM.
Which ETF is more volatile: OUSM or EZM?
Over the past year, OUSM had a volatility of 17.31%, while EZM experienced 20.58%.
Which ETF is bigger: OUSM or EZM?
As of March 9, 2026, OUSM holds $900.38 M in assets under management (AUM), while EZM manages $834.42 M.
What sectors do the OUSM and EZM ETFs invest in?
OUSM leans toward sectors like Industrials, Financials and Consumer Discretionary. Meanwhile, EZM focuses on Financials, Consumer Discretionary and Industrials.
What are the top holdings of the OUSM ETF and EZM ETF?
OUSM top holdings include DONALDSON, NATIONAL HEALTHCARE and AVNET. EZM holds in its top three: VIATRIS INC, CF INDUSTRIES HOLDINGS and AES.
Which ETF is more diversified: OUSM or EZM?
OUSM holds 107 securities with 32.68% of its assets in the top 15. EZM has 875 securities and a top 15 weight of 9.7%.
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