OUSM Profile
The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF is designed to offer investors targeted exposure to small-cap U.S. companies that exhibit high-quality characteristics and pay dividends. Under normal market conditions, the fund commits at least 80% of its total assets to the securities that constitute its underlying index. This index is meticulously constructed to represent publicly listed small-capitalization companies in the United States, specifically focusing on those that meet stringent criteria for market capitalization, liquidity, and dividend yield.
The index underlying the fund is crafted to capture the performance of small-cap dividend-paying stocks that excel in several key metrics, including quality, low volatility, and strong dividend yield. The selection criteria include rigorous assessments by O'Shares Investment Advisers, LLC, which determines the eligibility of companies based on their ability to deliver consistent dividend payments and exhibit stability in earnings and financial health. This focus ensures that the ETF targets companies that not only offer growth potential but also provide income through dividends.
In addition to emphasizing high-quality companies, the ETF's index methodology incorporates factors such as low volatility to minimize investment risk and ensure more stable performance. By focusing on small-cap companies with robust dividend profiles and solid financial metrics, the fund aims to provide investors with a blend of growth and income potential. The emphasis on quality and low volatility further enhances the fund’s attractiveness to those seeking reliable returns with reduced exposure to market fluctuations.
Overall, the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF represents a strategic investment choice for those interested in accessing the small-cap segment of the U.S. equity market. The fund’s approach balances growth opportunities with the stability of dividend income, providing a diversified portfolio of high-quality, dividend-paying small-cap stocks. Through its targeted investment strategy, the fund aims to offer investors a compelling combination of capital appreciation and income generation.
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