(OUSM) O’Shares U.S. Small-Cap - Ratings and Ratios

The O’Shares U.S. Small-Cap Quality Dividend ETF (BATS:OUSM) is designed to track the performance of small-capitalization U.S. dividend-paying stocks that meet specific quality and volatility criteria. Under normal market conditions, the fund allocates at least 80% of its assets to the constituents of its underlying index. This index is constructed by OShares Investment Advisers, LLC, and focuses on companies demonstrating high quality, measured by metrics such as strong revenue growth and profitability, alongside low volatility and attractive dividend yields.

The ETF targets small-cap issuers, which are typically defined as companies with market capitalizations between $250 million and $2 billion. The fund’s strategy emphasizes liquidity, ensuring that the underlying stocks can be traded efficiently without significant price impact. By focusing on dividend-paying stocks, the ETF aims to provide income along with potential capital appreciation, appealing to investors seeking a balance between growth and income in the small-cap segment.