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VBvsOUSMETF Comparison

ETF 1

VB

Vanguard Morningstar Small-Cap ETF

This fund is part of

US Small Cap

+1.43%

Full VB fund page

VS

ETF 2

OUSM

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

This fund is part of

US Multi-Factor

+1.1%

Full OUSM fund page

Vanguard Morningstar Small-Cap ETF (VB) belongs to the US Small Cap segment. ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is part of the US Multi-Factor segment. VB's top 3 sector exposures are Finance, Technology and Industrials. In contrast, OUSM's top sector exposures are Finance, Industrials and Technology. VB is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.48% for OUSM. VB is up 15.79% year-to-date (YTD) with +$1.16B in YTD flows. OUSM performs worse with 14.2% YTD performance, and -$181M in YTD flows. Run a side-by-side ETF comparison of VB and OUSM 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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VB vs OUSM 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 11/04/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	VB OUSM	+1.73%+5.04%	-2.84%+0.53%	+15.79%+14.20%	+19.42%+15.42%	+66.58%+47.66%	+34.69%+45.50%
Flows	VB OUSM	+$269M-$7M	+$335M-$51M	+$1.16B-$181M	+$1.10B-$211M	+$9.67B+$251M	+$13.11B+$462M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	VB OUSM	+12.30%+12.73%	+15.70%+13.09%	+18.45%+15.07%	+20.51%+16.42%
Max drawdown	VB OUSM	-7.96%-8.53%	-8.96%-9.24%	-25.25%-19.49%	-28.14%-19.49%
Max drawdown duration	VB OUSM	80d79d	48d124d	296d435d	980d435d

Trading data

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	VB	OUSM
Last sale 11/5/2026 at 2:30 PM	$284.24
Previous close 11/04/2026	$295.90
Consolidated volume 11/04/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of October 30, 2026

1-year trailing difference

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

Main metrics

Last update 11/5/2026 at 2:30 PM

Live

Closed

	VB	OUSM
Last price	$284.24	–
1D performance	-3.94%	–
AuM	$80.28 B	$820.44 M
E/R	0.03%	0.48%

Characteristics

	VB	OUSM
Management strategy	Passive	Passive
Provider	Vanguard	O'Shares
Benchmark	CRSP U.S. Small Cap Index	O’Shares U.S. Small-Cap Quality Dividend Index
N° of holdings	1283	111
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	January 26, 2004	December 30, 2016
ESG	No	No

More VB data on Trackinsight

More OUSM data on Trackinsight

Exposure

Countries

VB

USA

94.65%

Other

5.35%

OUSM

USA

98.29%

Other

1.71%

Sectors

VB

Finance

20.82%

Technology

15.58%

Industrials

14.58%

Healthcare

13.96%

Non-Energy Materi.

8.1%

Other

26.96%

OUSM

Finance

19.47%

Industrials

19.24%

Technology

15.98%

Healthcare

10.27%

Consumer Services

7.94%

Non-Energy Materi.

7.14%

Other

19.95%

Diversification

VB

Total weight of top 15 holdings out of 15

6.62%

OUSM

Total weight of top 15 holdings out of 15

30.89%

Top 15 holdings

Data as of September 30, 2026

VB

Natera, Inc.

0.72%

Twilio, Inc.

0.57%

Revolution Medicines, Inc.

0.53%

Illumina, Inc.

0.52%

Everpure, Inc.

0.52%

Okta, Inc.

0.44%

Moderna, Inc.

0.44%

EMCOR Group, Inc.

0.42%

Credo Technology Group Holding Ltd.

0.42%

Jabil, Inc.

0.38%

Williams-Sonoma, Inc.

0.34%

TechnipFMC plc

0.34%

Atmos Energy Corp.

0.33%

nVent Electric Plc

0.33%

ATI, Inc.

0.33%

OUSM

Avnet, Inc.

2.22%

Lincoln Electric Holdings, Inc.

2.18%

Skyworks Solutions, Inc.

2.10%

Graco, Inc.

2.09%

Universal Health Services, Inc.

2.08%

Concentra Group Holdings Parent, Inc.

2.08%

Encompass Health Corp.

2.07%

A. O. Smith Corp.

2.05%

Badger Meter, Inc.

2.04%

Donaldson Co., Inc.

2.04%

Chemed Corp.

2.02%

National HealthCare Corp.

2.02%

The New York Times Co.

1.97%

SEI Investments Co.

1.97%

Amdocs Ltd.

1.96%

Frequently asked questions about VB and OUSM

How have the VB and OUSM ETFs performed in 2026?

As of November 4, 2026, VB is up 15.79% year-to-date (YTD), while OUSM has returned 14.2%. That puts VB better performer ahead so far this year.

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

Year-to-date, the VB ETF saw +$1.16B in flows, compared to -$181M for OUSM.

Which ETF is more volatile: VB or OUSM?

Over the past year, VB had a volatility of 15.7%, while OUSM experienced 13.09%.

Which ETF is bigger: VB or OUSM?

As of November 4, 2026, VB holds $80.28 B in assets under management (AUM), while OUSM manages $820.44 M.

What sectors do the VB and OUSM ETFs invest in?

VB leans toward sectors like Finance, Technology and Industrials. Meanwhile, OUSM focuses on Finance, Industrials and Technology.

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

VB top holdings include Natera, Inc., Twilio, Inc. and Revolution Medicines, Inc.. OUSM holds in its top three: Avnet, Inc., Lincoln Electric Holdings, Inc. and Skyworks Solutions, Inc..

Which ETF is more diversified: VB or OUSM?

VB holds 1297 securities with 6.62% of its assets in the top 15. OUSM has 111 securities and a top 15 weight of 30.89%.

Small Cap ETFs Among the Week’s Top Performers

July 3, 2023

VB

VBvsOUSMETF Comparison

Vanguard Morningstar Small-Cap ETF

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

VB vs OUSM 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 VB and OUSM ETFs performed in 2026?

As of November 4, 2026, VB is up 15.79% year-to-date (YTD), while OUSM has returned 14.2%. That puts VB better performer ahead so far this year.

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

Year-to-date, the VB ETF saw +$1.16B in flows, compared to -$181M for OUSM.

Which ETF is more volatile: VB or OUSM?

Over the past year, VB had a volatility of 15.7%, while OUSM experienced 13.09%.

Which ETF is bigger: VB or OUSM?

As of November 4, 2026, VB holds $80.28 B in assets under management (AUM), while OUSM manages $820.44 M.

What sectors do the VB and OUSM ETFs invest in?

VB leans toward sectors like Finance, Technology and Industrials. Meanwhile, OUSM focuses on Finance, Industrials and Technology.

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

VB top holdings include Natera, Inc., Twilio, Inc. and Revolution Medicines, Inc.. OUSM holds in its top three: Avnet, Inc., Lincoln Electric Holdings, Inc. and Skyworks Solutions, Inc..

Which ETF is more diversified: VB or OUSM?

VB holds 1297 securities with 6.62% of its assets in the top 15. OUSM has 111 securities and a top 15 weight of 30.89%.

Small Cap ETFs Among the Week’s Top Performers

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