OUSM

📎 Investment Objective

The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) seeks to track the performance of the O'Shares U.S. Small-Cap Quality Dividend Index, which is designed to provide exposure to high-quality small-capitalization U.S. companies with a focus on dividend income.

✨ Key Features

• Focuses on small-cap U.S. stocks with a quality and dividend growth orientation
• Seeks to provide exposure to companies with strong fundamentals and the potential for stable and growing dividends
• Employs a rules-based index methodology to identify eligible companies
• Low expense ratio of 0.00%

⚠️ Primary Risks

• Small-cap stocks may be subject to higher volatility and lower liquidity compared to larger companies
• Dividend-paying stocks can reduce overall portfolio returns during periods of rising interest rates
• The fund's performance is tied to the underlying index, which may not always outperform the broader small-cap market
• As a new fund, it has a limited performance history and asset base

👤 Best For

This ETF may be suitable for investors seeking exposure to high-quality small-cap U.S. stocks with a focus on dividend income and the potential for long-term capital appreciation. It may be appropriate as a core or satellite holding in a diversified portfolio, particularly for investors with a long-term investment horizon and a moderate risk tolerance.