Small-Cap Pullback May Make This ETF Appealing

With soaring Treasury yields the likely culprit, previously hot small-cap stocks and ETFs are retreating. For example, the widely followed Russell 2000 Index shed 6.43% over the three months ending Sept.

ETF Trends • Oct 1, 2026

Should ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) Be on Your Investing Radar?

Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is a passively managed exchange traded fund launched on December 30, 2016.

Zacks Investment Research • Sep 28, 2026

Who Are You Calling Passive? Many Index ETFs Dynamically Rebalanced in September

There is a myth that index-based ETFs are all static buy-and-hold products that passively track a benchmark. Many people think of indexing through the lens of market-cap strategies like the Vanguard S&P 500 ETF (VOO).

ETF Trends • Sep 28, 2026

OUSM ETF Rebalances: Highlighting Quality Factor Shifts

The index underpinning the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) recently completed its annual reconstitution on September 18. Small-cap equities continue to navigate persistent macroeconomic shifts and higher interest rates.

ETF Trends • Sep 21, 2026

Is ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) a Strong ETF Right Now?

The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) was launched on 12/30/2016, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Blend category of the market.

Zacks Investment Research • Sep 9, 2026

Small-Caps Extending Bullish Ways? Play It Safe With OUSM

There are a lot of interesting statistics to consider about small-cap stocks today, most of them bullish. Frequently mentioned: Smaller stocks are coming off their best first half of any year since 1991.

ETF Trends • Jul 14, 2026

Small Cap Quality Over Size: Why ALPS OUSM Deserves a Look

When evaluating small-cap equity exposure, it's easy to gravitate towards the iShares Russell 2000 ETF (IWM) given its $82 billion in assets and 0.19% expense ratio. Yet, a closer look at another fund, the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM), reveals a fundamentally sound structural design that warrants closer attention.

ETF Trends • Jun 24, 2026

A Prudent Play for the Small-Cap Rally

Small-cap investors rejoice. The Russell 2000 Index is higher by more than 16% year-to-date, confirming smaller stocks are back with a vengeance, but there is a caveat.

ETF Trends • May 12, 2026

Industrials Drive Gains for OUSM Small-Cap ETF

The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is benefiting from a shift back toward profitable, dividend-growing companies after a year when unprofitable stocks dominated. OUSM returned 4.6% year-to-date, with industrials companies contributing more than 3.3 percentage points of that gain, according to VettaFi.

ETF Trends • Apr 16, 2026

Use This Small-Cap ETF for Diversification, Income

There's widespread belief that small-cap stocks and the related ETFs “are back.” Performance data supports that notion.

ETF Trends • Mar 19, 2026