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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.
There are a lot of interesting statistics to consider about small-cap stocks today, most of them bullish. Frequently mentioned: Smaller stocks are coming off their best first half of any year since 1991.
Launched on 12/30/2016, the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Blend category of the market.
When evaluating small-cap equity exposure, it's easy to gravitate towards the iShares Russell 2000 ETF (IWM) given its $82 billion in assets and 0.19% expense ratio. Yet, a closer look at another fund, the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM), reveals a fundamentally sound structural design that warrants closer attention.
The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) was launched on December 30, 2016, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.
Small-cap investors rejoice. The Russell 2000 Index is higher by more than 16% year-to-date, confirming smaller stocks are back with a vengeance, but there is a caveat.