The O’Shares U.S. Small-Cap Quality Dividend index methodology focuses on dividend growth, profitability and lower volatility, leading to differentiated sector allocation.
OUSMX vs. Russell 2000 Value:
• Outperformed by over 9% YTD
• Underweight 4 worst performing sectors
• Avg sector outperformance of 4%
Source: Bloomberg Finance LP. Data as of 4/30/2023.
OUSMX: O’Shares U.S. Small-Cap Quality Dividend Index.