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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.

VettaFi writer Nick Peters-Golden sat down with Paul Baiocchi, CFA, Chief ETF Strategist, SS&C ALPS Advisors for a Q&A on the firm's ETF outlook and the opportunities they're looking for right now.  SS&C ALPS Advisors' Baiocchi Nick Peters-Golden, staff writer, VettaFi: Hi Paul, thanks so much for joining me for this conversation.

Q&A With SS&C ALPS Advisors Chief ETF Strategist Paul Baiocchi

Entering 2023, both rising rates and recession loomed over the U.S. economy. However, inflation took the crown as the principal concern, and rightly so.

Inflation Cools, Eye Small-Cap Dividend ETF OUSM

Schwab U.S. Small-Cap ETF

Vanguard Small-Cap ETF

Vanguard Russell 2000 ETF

Don't fear Fitch ratings' downgrade of U.S. debt. U.S. Small-cap stocks are likely to record a turnaround on the back of upbeat data points.

4 Reasons to Bet on Small-Cap ETFs Now

O'Shares U.S. Small-Cap Quality Dividend ETF is invested in 116 dividend small caps with quality characteristics. It is well-diversified across holdings, but overweight in industrials and financials. Valuation ratios are expensive, but quality metrics are excellent.

OUSM: Beating The Benchmark And Competitors

If there's been one standout market narrative in 2023, it's been the resilience of mega-cap tech and large-cap investing. Investors and advisors went into 2023 looking out for earnings dips, rising rate pain, and overall volatility.

Get Historically Cheap Quality Small-Caps in OUSM

Looking out for dividends? With the potential for future volatility only rising, it may be prudent to consider.

Small-Cap Dividends ETF OUSM Hits $300 Million

Investors have a lot on their plates now as ever, but one thing not to worry about may be performance. There are all kinds of fixed income offerings out there offering better yields than seen in years by fixed income veterans.

Look to OUSM for Long Term ETF Performance

Avantis U.S. Small Cap Value ETF

Ea Bridgeway Omni Small Cap Value ETF

iShares MSCI Germany ETF

VanEck Vectors Gold Miners ETF

VanEck Junior Gold Miners ETF

Franklin Income Focus ETF

Quadratic Interest Rate Volatility and Inflation ETF

iShares Russell 2000 ETF

SPDR S&P Bank ETF

SPDR S&P Regional Banking ETF

Invesco S&P SmallCap Value with Momentum ETF

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

Hello! This is markets reporter Isabel Wang bringing you this week's ETF Wrap. In this week's edition, we take a look at small-cap ETFs, which attracted significant inflows in the past week as small-cap stocks have rebounded after being left behind by the megacap technology shares which soared in 2023.

Why it is risky for ETF investors to blindly chase the small-cap rally

Vanguard Small Cap Value ETF

Investors understand very well the virtues of dividends. Current income investing in dividends specifically has proven to be a leading theme over an up-and-down 12 months.

2 Quality Small Caps to Watch in OUSM

Recession, rising rates, the debt ceiling, and inflation have roiled markets this year. That volatility has made life difficult for lots of investors looking outside of durable mega-cap tech.

How Quality Small-Cap Investing Navigates Volatility

OUSM is a small/mid-cap dividend fund focused on the quality, low volatility, dividend yield, and dividend quality factors. Its trailing yield is 1.94% and the ETF has $215M in AUM. OUSM is 23% Financials but excludes Regional Bank stocks. A focus on return on assets was the reason, and the result is solid outperformance over other extended market funds YTD.

OUSM: Safe, High Quality Dividend Fund With No Regional Banks

Nightshares Russell 2000 ETF

Schwab U.S. Large-Cap Growth ETF

SPDR S&P 500 ETF Trust

T Rowe Price Blue Chip Growth ETF

Vanguard Large-Cap ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on 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: Will Small-Caps Shine in a Coming Recession?

The ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) is a compelling offering as it has generated sizable outperformance over competitor small- and mid-cap funds. OUSM has produced strong returns, outpacing the Russell 2000 and mid-caps, as well as the Vanguard Small Cap Value ETF (VBR).

OUSM Outperforms Small-, Mid-Cap Competitors

Small-cap stocks outperformed large-caps last year and, as measured by the Russell 2000 Index (RUT), that scenario is carrying over into 2023. The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is among the exchange traded funds dedicated to smaller stocks that are delivering the goods for investors in the early stages of 2023.

Tap Quality to Play Small-Cap Surge

The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) was one of the most popular funds across ALPS' lineup of ETFs in November, as measured by net inflows, trailing only the ALPS Equal Sector Weight ETF (EQL). OUSM has surged in popularity as small-cap funds have outperformed large-caps in recent months.

OUSM Offers Quality Small-Cap Exposure

ALPS Equal Sector Weight ETF

Markets continued to recover in November, with global equities and government bonds rallying during the month on softer U.S. inflation data and expectations the Chinese government would relax its zero-COVID policy. While risk appetite improved in November, investors were still looking to quality, more balanced strategies for their U.S. equity exposure.

EQL and OUSM Lead in November Flows Across ALPS' ETFs

OUSM brings together small size, quality (leverage & capital efficiency), volatility, and dividend factors in a basket of 116 stocks. OUSM delivers on quality, with most holdings having strong capital efficiency and margins, though it expectedly has a value factor problem.

OUSM Could Disappoint Yield, Value Investors

OUSM is a small cap dividend ETF with quality and volatility criteria. The top 3 sectors are industrials, financials and technology.

OUSM: High Quality Small Cap ETF

ALPS O'Shares Europe Quality Dividend ETF Shares

O'Shares Global Internet Giants ETF

OShares U.S. Quality Dividend ETF

SS&C ALPS Advisors, the asset management subsidiary of SS&C Technologies Holdings, has added the following O'Shares exchange traded funds to its ETF offerings: The ALPS O'Shares U.S. Quality Dividend ETF (OUSA) The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) The ALPS O'Shares Global Internet Giants ETF (OGIG) The ALPS O'Shares Europe Quality Dividend ETF [...] The post ALPS Adds 4 O'Shares ETFs to Lineup appeared first on ETF Trends.

ALPS Adds 4 O'Shares ETFs to Lineup

IQ Chaikin U.S. Small Cap ETF

WisdomTree US Smallcap Quality Dividend Growth Fund

SPDR S&P 600 Small Cap ETF

SPDR SSGA US Small Cap Low Volatility Index ETF

WisdomTree Bloomberg US Dollar Bullish Fund

Invesco S&P SmallCap Low Volatility ETF

The small-cap space has lately fared better than the S&P 500.

6 Reasons Why You Should Tap Small-Cap ETFs Now

Four ETFs will be reorganized under the ALPS ETF Trust.

SS&C ALPS, O'Shares Agree To Distribution Deal

SS&C Technologies today announced it has entered into an agreement to acquire O'Shares ETFs. As part of the deal, the four ETFs managed by O'Shares, which hold a combined $1.5 billion in assets, will be reorganized into newly created ETFs formed by SS&C ALPS Advisors, a wholly-owned subsidiary of SS&C Technologies with $18.2 billion under [.

ALPS to Expand ETF Offerings With O'Shares Buy

OUSM strategy and performance. Comparing OUSM with a reference strategy.

OUSM: Low Risk But Disappointing Return

Some interesting scenarios are afoot late in 2020, including small-cap stocks establishing lead roles; increasingly optimistic outlooks for dividends in 2021; and inklings that value stocks are on the mend. What Happened: Put that trio of situations together and it's reasonable to expect that investors are renewing their enthusiasm for small-cap value exchange traded funds, which usually offer higher dividend yields than equivalent growth ETFs.

Why OUSM Is A Good Way To Play It Safe With Small-Cap Dividends

It's good when investment managers eat their own cooking and that's the case with O'Shares ETFs Chairman Kevin O'Leary and the firm's O'Shares FTSE Russell Small Cap Quality Dividend ETF (NYSE: OUSM).

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