OUSAO'Shares FTSE U.S. Quality Dividend ETF
OUSA Fund Description
The O'Shares FTSE U.S. Quality Dividend ETF tracks an index that selects and weights large- and midcap U.S. stocks based on three 3 factors: high quality, low volatility, and high dividend yield.
OUSA Factset Analytics Insight
OUSA brings a factor-based, high dividend yield approach to the large- and midcap US equity markets. Constituents in the underlying index are selected from the FTSE USA Index—600 of the largest publicly-listed companies within the US—and weighted by three 3 factors: high quality, low volatility, and high dividend yield. The fund attempts to capture higher yield while attempts to capture higher yield while mitigating holding risks. OUSA places a 5% cap on any one constituent at each quarterly rebalance on each security to avoid under-diversification. The resulting portfolio can make big sector bets. OUSA doesn't trade in huge volumes, but spreads are low enough for retail investors. Excellent block liquidity makes it easy to enter and exit for larger investors. OUSA charges a middle-of-the-road fee, but holding costs are hard to assess for such a young fund and investors should pay close attention to their realized holding costs.
OUSA MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the O'Shares FTSE U.S. Quality Dividend ETF MSCI ESG Fund Quality Score is 5.65 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. OUSA ranks in the 86th percentile within its peer group and in the 57th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
OUSA CHARTS AND PERFORMANCE
OUSA Top 10 Countries
OUSA Top 10 Sectors
OUSA Top 10 Holdings [View All]
OUSA Portfolio Management
OUSA Tax Exposures
OUSA Fund Structure
OUSA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of OUSA. OUSA is rated a 5 out of 5.
OUSA Sector/Industry Breakdown
OUSA TOP 10 HOLDINGS[View All]
OUSA Economic Development
OUSA Performance Statistics
OUSA MSCI ESG Ratings
OUSA BENCHMARK COMPARISON SUMMARY
OUSA BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.