Alps O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)
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Is ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) a Strong ETF Right Now?
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.
Small Cap Quality Over Size: Why ALPS OUSM Deserves a Look
When evaluating small-cap equity exposure, it's easy to gravitate towards the iShares Russell 2000 ETF (IWM) given its $82 billion in assets and 0.19% expense ratio. Yet, a closer look at another fund, the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM), reveals a fundamentally sound structural design that warrants closer attention.
Alps O’Shares U.S. Small-Cap Quality Dividend ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,872 | $169,332.28 | $184,907.36 | $15,575.08 | 9.2% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 66,262 | $2.9M | $3.17M | $266,704.55 | 9.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 64 | $2,884.48 | $3,049.92 | $165.44 | 5.74% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 7,367 | $309,561.34 | $351,148.05 | $41,586.71 | 13.43% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 70,368 | $2.55M | $3.35M | $798,395.97 | 31.26% |
Alps O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) FAQ
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Alps O’Shares U.S. Small-Cap Quality Dividend ETF Profile
| BATS Exchange | US Country |
Overview
The fund described operates as a financial entity that commits to investing a minimum of 80% of its total assets in the constituents of a specified index. This commitment is in effect under normal market circumstances. The index itself is meticulously designed to mirror the performance of publicly-listed, small-capitalization companies in the United States that are known for paying dividends. These companies must also meet specific criteria related to market capitalization, liquidity, quality, low volatility, and dividend yield. These criteria are set by O'Shares Investment Advisers, LLC, which is also the provider of the index. This strategic focus aims to offer investors a combination of income through dividends and potential for growth by investing in small-cap companies that exhibit stability and quality.
Products and Services
The fundamental product offered by the fund is an investment vehicle that targets small-capitalization, dividend-paying companies in the United States. The product and services provided by the fund can be broken down into several key features:
- Investment in Small-Cap Dividend Payers: The primary service provided involves the investment in small-cap companies that are consistent in paying dividends. This service caters to investors seeking income alongside their capital growth, focusing on companies that meet stringent criteria for stability and quality.
- Adherence to Specific Market Criteria: The fund ensures investment in companies that satisfy particular market capitalization, liquidity, quality, low volatility, and dividend yield thresholds. These criteria are essential for selecting companies that can offer a balance between reasonable returns and managed risk, intending to protect and grow investors' capital.
- Index-Based Investment Strategy: Following the investment strategy based on replicating the performance of the designated index, this approach allows for a diversified portfolio that aims to mirror the returns of a segment of the U.S. small-cap market. This method is advantageous for investors looking for exposure to the small-cap domain without having to select individual stocks.
