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OUSMvsNBSMETF Comparison
ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) and Neuberger Berman Small-Mid Cap ETF (NBSM) belong to the same industry segment: US Multi-Factor. OUSM's top 3 sector exposures are Industrials, Financials and Consumer Discretionary. In contrast, NBSM's top sector exposures are Industrials, Information Technology and Financials. OUSM is less expensive with a Total Expense Ratio (TER) of 0.48%, versus 0.75% for NBSM. OUSM is up 2.06% year-to-date (YTD) with -$24M in YTD flows. NBSM performs worse with 1.95% YTD performance, and +$12M in YTD flows. Run a side-by-side ETF comparison of OUSM and NBSM 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 NBSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OUSM NBSM | -6.17%-6.24% | -0.09%-0.98% | +2.06%+1.95% | +7.43%+8.01% | +39.82%n/a | +43.89%n/a |
| Flows | OUSM NBSM | -$6M+$10M | -$27M+$21M | -$24M+$12M | -$33M-$3M | +$565M- | +$631M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OUSM NBSM | +12.95%+14.08% | +17.25%+19.64% | +15.24%n/a | +16.55%n/a |
| Max drawdown | OUSM NBSM | -6.17%-6.24% | -11.91%-14.07% | -19.49%n/a | -19.49%n/a |
| Max drawdown duration | OUSM NBSM | 28d28d | 44d46d | 435dn/a | 435dn/a |
OUSM | NBSM | |
Last sale 3/13/2026 at 1:30 PM | $25.21 | |
| Previous close 03/12/2026 | $25.20 | |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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OUSM | NBSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
OUSM | NBSM | |
|---|---|---|
| Last price | – | $25.21 |
| 1D performance | – | +0.04% |
| AuM | $890.89 M | $215.07 M |
| E/R | 0.48% | 0.75% |
OUSM | NBSM | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | O'Shares | Neuberger Berman |
| Benchmark | O’Shares U.S. Small-Cap Quality Dividend Index | - |
| N° of holdings | 107 | 65 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 30, 2016 | March 21, 2024 |
| ESG | No | Yes |
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 NBSM ETFs performed in 2026?
As of March 11, 2026, OUSM is up 2.06% year-to-date (YTD), while NBSM has returned 1.95%. That puts OUSM better performer ahead so far this year.
Which ETF is attracting more investor money: OUSM or NBSM?
Year-to-date, the OUSM ETF saw -$24M in flows, compared to +$12M for NBSM.
Which ETF is more volatile: OUSM or NBSM?
Over the past year, OUSM had a volatility of 17.25%, while NBSM experienced 19.64%.
Which ETF is bigger: OUSM or NBSM?
As of March 11, 2026, OUSM holds $890.89 M in assets under management (AUM), while NBSM manages $215.07 M.
What sectors do the OUSM and NBSM ETFs invest in?
OUSM leans toward sectors like Industrials, Financials and Consumer Discretionary. Meanwhile, NBSM focuses on Industrials, Information Technology and Financials.
What are the top holdings of the OUSM ETF and NBSM ETF?
OUSM top holdings include DONALDSON, NATIONAL HEALTHCARE and AVNET. NBSM holds in its top three: VALMONT INDUSTRS, LITTELFUSE and ARCOSA INC.
Which ETF is more diversified: OUSM or NBSM?
OUSM holds 107 securities with 32.68% of its assets in the top 15. NBSM has 65 securities and a top 15 weight of 31.3%.
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