Is ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) a Strong ETF Right Now?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 31 2024
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Source: NASDAQ.COM
- ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM): A smart beta exchange-traded fund launched in 2016, providing exposure to the Small Cap Blend category.
- Smart Beta ETFs: Offer an alternative to market cap-weighted indexes by tracking non-cap weighted strategies for investors seeking to beat the market through stock selection.
- Fund Details: Managed by Alps, OUSM aims to match the FTSE Russell US Qual / Vol / Yield Factor 3% Capped Index, focusing on small-cap dividend-paying issuers with quality, low volatility, and high yields.
- Cost & Performance: OUSM has an expense ratio of 0.48%, a 12-month trailing dividend yield of 1.48%, and has gained 5.94% year-to-date with a beta of 1.06.
- Alternatives & Bottom Line: While OUSM is an option for outperforming the Small Cap Blend segment, investors can also consider alternatives like iShares Russell 2000 ETF (IWM) and iShares Core S&P Small-Cap ETF (IJR) or traditional market cap weighted ETFs.
Analyst Views on OUSM
Wall Street analysts forecast OUSM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OUSM is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 45.801
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Current: 45.801
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
