OUSM

ALPS Funds$47.35-0.00 (-0.01%)
AUM $879.6MER 0.48%NAV $47.34Holdings 111

Price Chart

Key Statistics

Previous Close

$47.35

Day Range

$47.26$47.53

52-Week Range

$42.12$47.62

Avg Volume

59.3K

Dividend Yield

2.12%

Expense Ratio

0.48%

AUM

$879.6M

Shares Outstanding

18.7M

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials22.19%
Financial Services20.43%
Consumer Cyclical19.51%
Technology14.49%
Healthcare9.87%
Consumer Defensive4.63%
Utilities3.79%
Communication Services3.53%
Basic Materials1.30%
Energy0.26%

Country Allocation

CountryWeight %
United States97.86%
Bermuda1.97%
Other0.17%

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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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 $879.6M 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 20.9% of the fund

RankSymbolNameWeight %SharesMarket Value
1TXRHTexas Roadhouse Inc.2.23%102,917$19.6M
2RDNRadian Group Inc.2.13%505,640$18.7M
3ALSNAllison Transmission Holdings Inc.2.12%149,494$18.6M
4CHEChemed Corp.2.11%41,015$18.6M
5LECOLincoln Electric Holdings Inc.2.08%66,965$18.3M
6ESNTEssent Group Ltd.2.07%293,899$18.2M
7DCIDonaldson Co. Inc.2.05%202,175$18.0M
8MTGMGIC Investment Corp.2.03%652,972$17.9M
9LFUSLittelfuse Inc.2.02%37,320$17.8M
10NHCNational HealthCare Corp.2.02%88,136$17.8M
11AVTAvnet Inc.2.01%195,055$17.7M
12ITTITT Inc.2.01%88,251$17.7M
13PRIPrimerica Inc.1.98%61,937$17.4M
14SNXTD SYNNEX Corp.1.97%62,307$17.3M
15SEICSEI Investments Co.1.96%195,841$17.2M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
-0.01%
1W
+1.47%
1M
+2.52%
3M
+10.80%
6M
+7.45%
YTD
+8.34%
1Y
+10.15%
3Y
+31.84%
5Y
+36.05%

Moving Averages

20-Day MA

$46.70

Above 20-Day MA
50-Day MA

$46.51

Above 50-Day MA
200-Day MA

$45.15

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$47.62

Current Price

$47.35

52-Week Low

$42.12

$42.12$47.62

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(357 ETFs)Dividend(334 ETFs)
Fund Info
Expense Ratio0.48%0.68%0.65%
AUM$879.6M$2.22B$2.29B
Dividend Yield2.12%2.14%4.42%
Avg Volume59.3K215.0K197.4K
Holdings111218161
Performance
1-Month Return+2.75%+0.34%+0.32%
6-Month Return+1.80%+0.56%+0.30%
YTD Return+8.87%+11.75%+7.66%
1-Year Return+7.79%+12.88%+10.89%

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