Index constituents are comprised of the 100 U.S. Large Cap companies with the highest quality as measured by O’Shares’ rules-based methodology emphasizing profitability, dividend growth & coverage, debt, and volatility.
Seek companies with strong balance
sheets and profitability, for long-term
companies provide a performance
alternative to value investing.
Approximately 100 large-cap
companies selected according to
measures of financial quality.
Source: Bloomberg Finance L.P. Data as of 05/31/2022. OUSA Index: O’Shares U.S. Quality Dividend Total Return Index.
Any 3-Year Holding Period: OUSAX Index Outperformed Russell 1000 Value 82% of the time.
3-Year Batting Average: Daily Rolling Returns (December 2010 – December 2021)