SEI Investments

Robert Half Int.

Houlihan Lokey

Dolby Laboratories

Premier

Lincoln Electric Hlds

Texas Roadhouse

Avnet

Vail Resorts

Amdocs

O'Shares US Small-Cap Quality Dividend ETF

OUSM tracks an index of US small-cap stocks weighted for exposure to quality, low volatility, high dividend yield, and dividend quality factors.

With large-cap growth stocks garnering most of the attention, it's not surprising that many investors are overlooking opportunities in the small-cap value space. Interestingly, for the year ending June 26, the Russell 2000 Value Index modestly outpace the broader Russell 2000.

A Better Take on Small-Cap Value Investing

Small- and midcap stocks have picked up some notable interest of late. But what kind of strategy can get the best out of small-cap stocks?

3 Firms to Watch in Quality Small-Cap ETF OUSM

As measured by the Russell 2000 Index, small-caps have barely offered any upside this year. That indicates the asset class hasn't been worth the risk relative to large-caps.

Quality, Value Are Traits to Embrace With Small-Caps

Small cap opportunities may be hard to find amid a higher for longer interest rate regime. Often, smaller firms, particularly in tech, are valued based on future revenue and take on big debt to develop more revenue later.

Quality Small Cap ETF OUSM Surpasses $600 Million AUM

OUSM is a passively managed ETF with a strategy focused on a factor quintet: small size, dividend yield, dividend quality, low volatility, and quality (balance sheet soundness and profitability).

OUSM: A SMID Dividend Strategy That Does Not Stand Out

The 2024 struggles of small-cap stocks and related ETFs are well-documented. But something that's arguably overlooked is strength in value stocks.

There's Value in Small-Cap Value

It's no secret that mega-cap stocks have dominated investor interest for some time now. The Financial Times noted that small caps have seen the worst performance against larger offerings since the 1990s.

OUSM Shows Small-Cap Strategies Can Work

Lukewarm inflation numbers could be exactly what small-cap companies need to ignite a rally. With the S&P 500 continuing to hit records, it's only a matter of time until small-cap companies follow suit.

Lukewarm PCE Inflation Data Could Ignite a Small-Cap Rally

Small-cap equities are usually more volatile than their large counterparts. That turbulence can be amplified when smaller stocks aren't producing impressive returns, as is the case to start 2024.

Dampen Small-Cap Volatility With This ETF

Getting small-cap exposure can subject investors to large moves toward the upside, but likewise during a downtrend. Given this, it's almost imperative to exercise selectivity when getting small-cap exposure.

Be Selective With Small-Cap Exposure Using This ETF

The O'Shares U.S. Small-Cap Quality Dividend ETF Shares, managed by ALPS, applies fundamental criteria in its screening process to add quality to its portfolio. The ETF focuses on high-quality US companies with a history of consistent dividend payments. The ETF emphasizes dividend quality to help avoid dividend cuts, making its monthly distributions more attractive to income investors.

OUSM: A Mid-Cap Quality Dividend Play Masked In A Small-Cap Title

Looking to dip into small-cap investing? Small caps have been one of the more exciting investing opportunities available entering 2024.

The Stocks Driving Small-Cap ETF OUSM

As investors reposition small-cap exposure for the current environment in 2024, a quality approach is worth consideration. Small-caps offer significant growth potential; however, they also come with risk.

How to Position Small-Cap Exposure in 2024

Is this the year for small-caps to strike back? High interest rates have taken a bite out of smaller companies, which often rely more on financing.

Quality Small-Cap ETF OUSM on Tech Chart Streak

The stock market may have started 2024 down, but that doesn't mean investors have to. Indeed, while the broader market whimpers amid soft China data and still-lingering fear of a slowdown, some areas see major opportunities.

Kick Off 2024 With Attractive Small Cap Discount

iShares Core S&P 500 ETF

iShares Russell 2000 ETF

JPMorgan Equity Premium Income ETF

Kraneshares California Carbon Allowance ETF

SPDR Portfolio Small Cap ETF

SPDR S&P 500 ETF Trust

Neos S&P 500 High Income ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs. Bear: Should Portfolios Include Small-Caps in 2024?

Small cap investing may have had a tough time of things this year, but that hasn't stopped the quality small cap ETF OUSM, the ALPS O'Shares US Small-Cap Quality Dividend ETF. The strategy has not only surpassed $300 million in AUM this year, but it's also closed out 2023 crossing $400 million.

Quality Small-Cap ETF OUSM Hits $400 Million

Small caps have seen tremendous growth in recent weeks, outpacing the mega caps that have dominated market returns in 2023. The small-cap benchmark Russell 2000 Index entered positive territory for the year just a few weeks ago and is now up 8.6% as of December 11.

Small Caps Continue Rally, Lifting OUSM

Small caps have been out of favor for a not-insignificant period. A rising rate and higher for longer rate environment certainly don't help, either.

Small Caps to Benefit From Rate Cuts? Eye OUSM

Small-cap ETFs began their rally last week on the cooler-than-expected October CPI report. The small-cap benchmark Russell 2000 Index entered positive territory for the year last week, clawing back its recent losses.

As Small-Cap ETFs Rally, Check Out OUSM

Small caps haven't had the easiest time over the last few years but could be positioned for a positive upswing. Small caps are historically cheap right now, with the Russell 2000's forward p/e ratio 20% or so below its 10-year average.

Time for Small Caps? The Case in OUSM

One potential benefit of small-cap equities lagging large-cap rivals this year is that a clear value proposition is developing with the former. By some estimates, the valuation chasm between small- and large-cap stocks is as wide as it's been in two decades.

Big Value Available in Small-Cap Stocks

Small-caps have been feeling downward pressure all year thanks to stubborn inflation and high interest rates. But technical analysis data may reveal that there could be light at the end of the tunnel.

Technical Upside Could Be in the Works for Small-Caps

Small caps may not have been a popular theme for investors over the last year or two, but their moment may be coming. Small-cap investing tends to do well in the months following the declaration of a recession.

Is the Small-Cap Moment Coming? Eye OUSM

ETFs have their ups and downs, and 2023 has proven no exception. While investors expected one market environment entering 2023, instead the S&P 500 has pushed forward behind just a small group of tech names.

News for O'Shares US Small-Cap Quality Dividend ETF ETF (OUSM)