OUSA ALPS O’Shares U.S. Quality Dividend ETF
What is OUSA?
OUSA tracks an index that selects and weights large-cap US stocks based on four factors: high quality, low volatility, high dividend yield, and dividend quality.
OUSA Factset Analytics Insight
OUSA was one of the first to launch from O’Shares Investments. The fund brings a factor-based, high dividend yield approach to the large-cap US equities. The index constituents are selected from the S-Network US Equity Large-Cap 500 Index —500 of the largest publicly-listed companies within the US—and weighted by four factors: high quality, low volatility, high dividend yield, and dividend quality. Multiple metrics within each factor are averaged to develop an overall ranking score for each security. Securities are weighted based on a score-modified market-cap, with the top 100 highest weighted companies being selected for the portfolio. The fund attempts to capture higher yield while mitigating holding risks. OUSA places a 5% cap at each quarterly rebalance on each security and applies a sector weight cap of 22% during annual reconstitution. Prior to June 1, 2020, OUSA was named O'Shares FTSE U.S. Quality Dividend ETF and tracked FTSE USA Qual/Vol/Yield Factor 5% Capped Index. On June 17, 2022 ALPS became the fund advisor, adding their reference to the fund name.
OUSA Summary Data
OUSA Portfolio Data
OUSA Index Data
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 Tradability
OUSA Sector/Industry Breakdown
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OUSA Top 10 Holdings[View All]
OUSA Countries
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OUSA Regions
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OUSA Economic Development
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OUSA Performance Statistics
OUSA Benchmark Comparison Summary
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OUSA Benchmark Comparison Market Cap Size
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