The O’Shares U.S. Small-Cap Quality Dividend index methodology focuses on dividend growth, profitability and lower volatility, leading to differentiated sector allocation.
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The O’Shares U.S. Small-Cap Quality Dividend index methodology focuses on dividend growth, profitability and lower volatility, leading to differentiated sector allocation.
Small-Cap (Russell 2000) stocks in the top quartile by ROA returned 4.5% on average YTD as of 4/30/2023.
The sectors with the lowest volatility in the past 10 years were Consumer Staples and Utilities. The highest volatility sectors were Energy and Consumer Discretionary.
Over the past two years, Value has been the clear leader in terms of fund flows: “smart money”.
Watch the replay of our latest webcast, Focus on Fundamentals, to hear Connor O’Brien, CEO of O’Shares Investments, and guest Cinthia Murphy, Director of Research at ETF Think Tank.
Connor O’Brien, O’Shares Investment CEO, was joined by Kevin O’Leary, Chairman, to discuss Small-Caps, why they are a relatively new addition to his portfolio, the advantages they could have over Large-Caps in the current economic environment and where they fit in his equity allocation.
Index constituents are comprised of roughly 100 U.S. Small-Cap companies with the highest quality as measured by O’Shares’ rules-based methodology emphasizing profitability, dividend growth & coverage, debt, and volatility.
