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Under normal market conditions, the fund will invest at least 80% of its total assets in the components of the index. The index is designed to reflect the performance of publicly-listed small-capitalization dividend-paying issuers in the United States that meet certain market capitalization, liquidity, high quality, low volatility and dividend yield thresholds, as determined by O'Shares Investment Advisers, LLC (the "index provider").
Is OUSM's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
With soaring Treasury yields the likely culprit, previously hot small-cap stocks and ETFs are retreating. For example, the widely followed Russell 2000 Index shed 6.43% over the three months ending Sept.
Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is a passively managed exchange traded fund launched on December 30, 2016.
There is a myth that index-based ETFs are all static buy-and-hold products that passively track a benchmark. Many people think of indexing through the lens of market-cap strategies like the Vanguard S&P 500 ETF (VOO).
The index underpinning the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) recently completed its annual reconstitution on September 18. Small-cap equities continue to navigate persistent macroeconomic shifts and higher interest rates.
The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) was launched on 12/30/2016, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Blend category of the market.