

A smart beta exchange traded fund, the ALPS OShares U.S. Quality Dividend ETF (OUSA) debuted on 07/14/2015, and offers broad exposure to the Style Box - Large Cap Value category of the market.

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the ALPS OShares U.S. Quality Dividend ETF (OUSA), a passively managed exchange traded fund launched on July 14, 2015.

With S&P 500 companies on a five-year run of allocating more capital to share repurchases than to dividends and with low-yielding or non-payout technology stocks leading the large-cap space to the upside, it sure feels as though dividend investing is no longer fashionable.

Dividend Aristocrats ETFs offer steady income, dividend growth and downside protection, making them ideal picks for navigating volatile markets.

While momentum, growth, and high-beta strategies have served as the engines driving quarter-to-date returns for factor ETFs, a subtle shift under the hood suggests a potential factor rotation may be underway. Notably, the same sectors that have propelled the broad market higher this quarter encountered a sharp reversal over the past two trading sessions.

Making its debut on 07/14/2015, smart beta exchange traded fund ALPS (OUSA) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the ALPS (OUSA), a passively managed exchange traded fund launched on July 14, 2015.

OUSA is a passively managed ETF with the O'Shares U.S. Quality Dividend Index at the core of its strategy. I maintain the Hold rating owing to OUSA's historical underperformance versus IVV and ILCV, driven in part by its exposure to the low volatility factor. I appreciate the 4.85% weighted average earnings yield and high quality of the OUSA portfolio.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.