OUSM

ALPS Funds$48.34+0.41 (+0.84%)
AUM $824.9MER 0.48%NAV $47.95Holdings 111

Price Chart

Key Statistics

Previous Close

$47.94

Day Range

$48.09$48.44

52-Week Range

$42.12$50.36

Avg Volume

39.3K

Dividend Yield

2.12%

Expense Ratio

0.48%

AUM

$824.9M

Shares Outstanding

18.1M

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials23.98%
Financial Services22.61%
Consumer Cyclical20.27%
Technology11.19%
Healthcare8.55%
Consumer Defensive4.46%
Utilities3.98%
Communication Services3.33%
Basic Materials1.35%
Energy0.29%

Country Allocation

CountryWeight %
United States97.52%
Bermuda2.22%
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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VXFVanguard Extended Market ETF$93.70B

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 $824.9M 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 22.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1CHEChemed Corp.2.37%37,990$19.5M
2SEICSEI Investments Co.2.35%181,321$19.4M
3MTGMGIC Investment Corp.2.26%604,550$18.6M
4ESNTEssent Group Ltd.2.25%272,119$18.6M
5SWKSSkyworks Solutions Inc.2.24%219,816$18.5M
6NHCNational HealthCare Corp.2.22%81,591$18.4M
7ALSNAllison Transmission Holdings Inc.2.14%138,410$17.7M
8TXRHTexas Roadhouse Inc.2.09%95,272$17.2M
9RPRXRoyalty Pharma PLC2.06%289,096$17.0M
10RDNRadian Group Inc.2.06%468,130$17.0M
11AVTAvnet Inc.2.04%180,590$16.8M
12EHCEncompass Health Corp.2.02%137,895$16.7M
13PRIPrimerica Inc.2.01%57,372$16.6M
14DCIDonaldson Co. Inc.2.00%187,160$16.5M
15ITTITT Inc.1.94%81,706$16.0M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.84%
1W
-1.81%
1M
-3.65%
3M
+2.57%
6M
+9.79%
YTD
+9.96%
1Y
+6.91%
3Y
+35.38%
5Y
+35.67%

Moving Averages

20-Day MA

$49.29

Below 20-Day MA
50-Day MA

$48.86

Below 50-Day MA
200-Day MA

$46.38

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$50.36

Current Price

$48.34

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(359 ETFs)Dividend(334 ETFs)
Fund Info
Expense Ratio0.48%0.70%0.63%
AUM$824.9M$4.89B$2.47B
Dividend Yield2.12%2.32%4.42%
Avg Volume39.3K190.4K184.8K
Holdings111284164
Performance
1-Month Return-4.03%-4.90%-1.81%
6-Month Return+3.73%-0.59%+3.98%
YTD Return+10.49%+9.27%+10.42%
1-Year Return+8.36%+8.97%+10.78%

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