OUSM : O'Shares FTSE Russell Small Cap Quality Dividend ETF

OUSM is a US Stocks Market Small Blend with LOW fees.

OUSM

O'Shares FTSE Russell Small Cap Quality Dividend ETF

FI Score

42 /100

Diversification Rating

1 /10

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

42% FI Score
  • ousm
  • ETF
  • US Stocks
  • Small Blend

O'Shares FTSE Russell Small Cap Quality Dividend ETF

Expenses: 0.48% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to track the performance (before fees and expenses) of the FTSE USA Small Cap ex Real Estate 2Qual/Vol/Yield 3% Capped Factor Index. Under normal market conditions, the fund will invest at least 80% of its total assets in the components of the index. The index is constructed using a proprietary, rules-based methodology designed to select equity securities from the FTSE USA Small Cap Index that have exposure to the following three factors: 1) quality, 2) low volatility and 3) yield.

Largest Holdings

Amount Holding
2.97% Leidos Holdings, Inc
2.19% Eaton Vance Corp
2.09% Lazard Ltd
2.08% Teradyne, Inc
1.95% OGE Energy Corp
1.69% The Toro Company
1.66% Federated Hermes, Inc
1.50% Cabot Microelectronics Corporation
1.48% National Instruments Corporation

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