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.
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.
As is the case in life, there are no sure things in investing. That sentiment certainly applies to dividend stocks.
A smart beta exchange traded fund, the ALPS (OUSA) debuted on 07/14/2015, and offers broad exposure to the Style Box - Large Cap Value category of the market.
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the ALPS (OUSA), a passively managed exchange traded fund launched on July 14, 2015.
This article reviews OUSA, a quality-first large-cap ETF that screens stocks based on return on assets, net debt-to-EBITDA, five-year standard deviation of returns, and five-year dividend growth. Despite being labeled a dividend fund, OUSA's estimated dividend yield is just 1.40%. Its 0.48% expense ratio is a key contributor, and its top five holdings all yield below 1%. Despite excellent quality metrics and improved growth-at-a-reasonable-price statistics, OUSA's risk-adjusted returns lag key peers, including VIG and DGRO.
No market participant, professional or retail, has a crystal ball; none of us can predict the future. However, there are steps ETF issuers can take to position funds for long-term success.
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.