OUSM

ALPS Funds$50.03+0.24 (+0.48%)
AUM $860.7MER 0.48%NAV $49.60Holdings 111

Price Chart

Key Statistics

Previous Close

$49.79

Day Range

$49.83$50.20

52-Week Range

$42.12$50.36

Avg Volume

71.2K

Dividend Yield

2.12%

Expense Ratio

0.48%

AUM

$860.7M

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 States97.53%
Bermuda2.19%
Other0.29%

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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XLIState Street Industrial Select Sector SPDR ETF$33.33B
FBNDFidelity Total Bond ETF$27.07B

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 $860.7M 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 21.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1CHEChemed Corp.2.38%38,320$20.5M
2SEICSEI Investments Co.2.29%182,905$19.7M
3NHCNational HealthCare Corp.2.26%82,305$19.5M
4TXRHTexas Roadhouse Inc.2.25%96,106$19.3M
5ESNTEssent Group Ltd.2.19%274,495$18.8M
6MTGMGIC Investment Corp.2.18%609,832$18.7M
7ALSNAllison Transmission Holdings Inc.2.09%139,618$18.0M
8HRBH&R Block Inc.2.08%338,268$17.9M
9RPRXRoyalty Pharma PLC2.05%291,622$17.7M
10DCIDonaldson Co. Inc.2.03%188,798$17.5M
11LECOLincoln Electric Holdings Inc.2.01%62,555$17.3M
12RDNRadian Group Inc.2.01%472,222$17.3M
13PRIPrimerica Inc.2.00%57,870$17.2M
14ITTITT Inc.1.99%82,420$17.2M
15EHCEncompass Health Corp.1.95%139,101$16.8M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.48%
1W
+0.46%
1M
+2.77%
3M
+7.71%
6M
+7.48%
YTD
+13.82%
1Y
+10.76%
3Y
+38.44%
5Y
+37.67%

Moving Averages

20-Day MA

$49.71

Above 20-Day MA
50-Day MA

$48.45

Above 50-Day MA
200-Day MA

$46.04

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$50.36

Current Price

$50.03

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(348 ETFs)Dividend(334 ETFs)
Fund Info
Expense Ratio0.48%0.69%0.64%
AUM$860.7M$3.07B$2.47B
Dividend Yield2.12%2.16%4.42%
Avg Volume71.2K161.4K183.3K
Holdings111242167
Performance
1-Month Return+2.34%+2.37%+2.05%
6-Month Return+8.76%+3.88%+6.65%
YTD Return+13.83%+12.22%+12.27%
1-Year Return+13.62%+11.92%+13.42%

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