OUSM

ALPS Funds$50.01+0.21 (+0.42%)
AUM $870.9MER 0.48%NAV $50.18Holdings 111

Price Chart

Key Statistics

Previous Close

$49.80

Day Range

$50.01$50.34

52-Week Range

$42.12$50.36

Avg Volume

96.7K

Dividend Yield

2.12%

Expense Ratio

0.48%

AUM

$870.9M

Shares Outstanding

18.1M

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials24.11%
Financial Services22.23%
Consumer Cyclical20.56%
Technology10.93%
Healthcare8.49%
Consumer Defensive4.35%
Utilities4.03%
Communication Services3.61%
Basic Materials1.40%
Energy0.29%

Country Allocation

CountryWeight %
United States97.59%
Bermuda2.15%
Other0.26%

Fund Information

Category
Industrials
Inception Date
Dec 30, 2016
Exchange
NYSE_ARCA
Description
The ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) seeks to track the performance (before fees and expenses) of the O’Shares U.S. Small-Cap Quality Dividend Index (OUSMX).

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VOVanguard Morningstar Mid-Cap ETF$224.00B
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IJHiShares Core S&P Mid-Cap ETF$128.65B
VXFVanguard Extended Market ETF$97.70B
XLIState Street Industrial Select Sector SPDR ETF$34.84B

The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is an exchange-traded fund issued by ALPS Funds that launched on Dec 30, 2016. It currently manages $870.9M in assets under management. The fund charges an expense ratio of 0.48%. The fund holds 111 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 21.6% of the fund

RankSymbolNameWeight %SharesMarket Value
1CHEChemed Corp.2.36%38,320$20.6M
2TXRHTexas Roadhouse Inc.2.28%96,106$19.9M
3SEICSEI Investments Co.2.23%182,905$19.5M
4ESNTEssent Group Ltd.2.18%274,495$19.0M
5MTGMGIC Investment Corp.2.16%609,832$18.8M
6PRIPrimerica Inc.2.08%57,870$18.1M
7NHCNational HealthCare Corp.2.08%82,305$18.1M
8DCIDonaldson Co. Inc.2.07%188,798$18.1M
9HRBH&R Block Inc.2.07%338,268$18.0M
10ITTITT Inc.2.05%82,420$17.9M
11LECOLincoln Electric Holdings Inc.2.04%62,555$17.8M
12AVTAvnet Inc.2.01%182,168$17.5M
13RDNRadian Group Inc.2.00%472,222$17.4M
14EHCEncompass Health Corp.1.97%139,101$17.2M
15ALSNAllison Transmission Holdings Inc.1.97%139,618$17.2M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.42%
1W
-0.08%
1M
+4.04%
3M
+7.45%
6M
+8.15%
YTD
+13.80%
1Y
+12.51%
3Y
+39.14%
5Y
+39.11%

Moving Averages

20-Day MA

$49.46

Above 20-Day MA
50-Day MA

$48.19

Above 50-Day MA
200-Day MA

$45.91

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$50.36

Current Price

$50.01

52-Week Low

$42.12

$42.12$50.36

Current Yield

2.12%

Annual Dividend

$0.3196

Frequency

Monthlyx/year

Last Ex-Date

Jun 18, 2026

Dividend History

Ex-DateAmountPay Date
Jun 18, 2026$0.1130Jun 24, 2026
May 21, 2026$0.0899May 27, 2026
Apr 16, 2026$0.0214Apr 21, 2026
Mar 19, 2026$0.0953Mar 24, 2026
Feb 19, 2026$0.0856Feb 24, 2026
Jan 22, 2026$0.0340Jan 27, 2026
Dec 18, 2025$0.2223Dec 23, 2025
Nov 20, 2025$0.0744Nov 26, 2025
Oct 23, 2025$0.0267Oct 28, 2025
Sep 18, 2025$0.0945Sep 23, 2025
Aug 21, 2025$0.0597Aug 26, 2025
Jul 24, 2025$0.0380Jul 29, 2025
Jun 20, 2025$0.1176Jun 25, 2025
May 22, 2025$0.0480May 28, 2025
Apr 24, 2025$0.0396Apr 29, 2025
Mar 20, 2025$0.1148Mar 25, 2025
Feb 20, 2025$0.0477Feb 25, 2025
Jan 23, 2025$0.0297Jan 28, 2025
Dec 19, 2024$0.1464Dec 26, 2024
Nov 21, 2024$0.1017Nov 27, 2024

Dividend Payments Over Time

Category Comparison

MetricOUSMIndustrials(350 ETFs)Dividend(334 ETFs)
Fund Info
Expense Ratio0.48%0.69%0.64%
AUM$870.9M$3.42B$2.45B
Dividend Yield2.12%2.16%4.42%
Avg Volume96.7K172.2K197.0K
Holdings111252165
Performance
1-Month Return-6.06%-4.83%
6-Month Return+1.98%+1.15%
YTD Return+14.36%+12.85%+12.02%
1-Year Return+16.09%+13.42%

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