ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM)

NYSEARCA: OUSM · Real-Time Price · USD
46.42
-0.27 (-0.58%)
Feb 27, 2026, 11:53 AM EST - Market open
Assets$935.91M
Expense Ratio0.48%
PE Ratio15.39
Shares Out20.08M
Dividend (ttm)$0.96
Dividend Yield2.05%
Ex-Dividend DateFeb 19, 2026
Payout FrequencyMonthly
Payout Ratio31.48%
Volume19,757
Open46.34
Previous Close46.69
Day's Range46.04 - 46.44
52-Week Low37.30
52-Week High47.90
Beta0.90
Holdings111
Inception DateDec 30, 2016

About OUSM

Fund Home Page

The ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks an index of US small-cap stocks weighted for exposure to quality, low volatility, high dividend yield, and dividend quality factors. OUSM was launched on Dec 30, 2016 and is issued by SS&C.

Asset Class Equity
Category Small Blend
Region North America
Stock Exchange NYSEARCA
Ticker Symbol OUSM
ETF Provider SS&C
Index Tracked O'Shares US Small-Cap Quality Dividend Index

Top 10 Holdings

23.17% of assets
NameSymbolWeight
National HealthCare CorporationNHC2.77%
Donaldson Company, Inc.DCI2.55%
Avnet, Inc.AVT2.48%
Royalty Pharma plcRPRX2.45%
Lincoln Electric Holdings, Inc.LECO2.36%
The Western Union CompanyWU2.24%
Texas Roadhouse, Inc.TXRH2.16%
TD SYNNEX CorporationSNX2.07%
A. O. Smith CorporationAOS2.05%
The New York Times CompanyNYT2.04%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Feb 19, 2026$0.08557Feb 24, 2026
Jan 22, 2026$0.03401Jan 27, 2026
Dec 18, 2025$0.22229Dec 23, 2025
Nov 20, 2025$0.0744Nov 26, 2025
Oct 23, 2025$0.02669Oct 28, 2025
Sep 18, 2025$0.09453Sep 23, 2025
Full Dividend History

Performance

OUSM had a total return of 9.11% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.15%.

News

There's Value in This Small-Cap ETF

In the early stages of 2026, small-cap stocks are one of the most resurgent asset classes. Equities residing in the small-cap value box are making significant leadership contributions.

17 days ago - ETF Trends

Small-Cap Investing: Time for a Fundamental Approach?

Macroeconomic conditions for 2026 may seem a little bit shaky, but one area where advisors and investors might find great opportunities is actually within small-caps.  Sure, this is likely not the fir...

Other symbols: IWM
4 weeks ago - ETF Trends

Durable Small-Cap Rally Could Boost This ETF

One of the most discussed themes in the early stages of 2026 has been the resurgence of small-cap stocks and the related ETFs, including those with exposure to value stocks. Widely followed gauges of ...

5 weeks ago - ETF Trends

ALPS | O'Shares Exchange-Traded Funds to Transfer Listing to NYSE Arca

DENVER--(BUSINESS WIRE)--SS&C ALPS Advisors announced today plans to transfer the listing of the ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF (Ticker: OUSM), ALPS | O'Shares U.S. Quality Divide...

Other symbols: OEFAOGIGOUSA
6 months ago - Business Wire

OUSM: Low-Volatility Small Cap ETF Beating The Benchmark

O'Shares U.S. Small Cap Quality Dividend ETF holds 110 small caps with dividends, quality, and low-volatility. It is well-diversified across holdings and sectors, with a focus on financials, industria...

1 year ago - Seeking Alpha

This small-cap fund is outperforming the Russell 2000. Here's how it works

With unprofitable companies representing 40% of the small-cap index, a top ETF provider is identifying ways for investors to capture better returns.

1 year ago - CNBC

How to find profitable small caps

Only 40% of small cap companies are profitable. Paul Baiocchi, ALPS ETF chief strategist, joins CNBC to discuss how his fund is weeding them out and collecting them.

Other symbols: OUSA
1 year ago - CNBC Television

OUSM: Quality Small-Caps Make Sense Now

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) focuses on quality, low-volatility dividend-paying small-cap US companies. OUSM's equity portfolio is well diversified with 106 holdings, inclu...

1 year ago - Seeking Alpha

OUSM: A SMID Dividend Strategy That Does Not Stand Out

OUSM is a passively managed ETF with a strategy focused on a factor quintet: small size, dividend yield, dividend quality, low volatility, and quality (balance sheet soundness and profitability).

1 year ago - Seeking Alpha