Crucial Role of Sector Allocation in Performance

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.

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OGIGX Index Linked Product
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OUSMX Index Linked Product