Small-Cap Dividend Risks and Cuts, The Quality Difference
  • ~80% of stocks in OUSM increased their dividends in the past year vs. ~55% for Russell 2000 Value dividend paying stocks.
  • Energy, Real Estate, Communication Services, Health Care & Consumer Discretionary are the sectors with biggest proportion of companies that cut dividends.
  • Stocks of companies in OUSM experienced proportionately less dividend cuts in all sectors vs. Value.

Source: Bloomberg Finance L.P., data as of 06/30/2021. Russell 2000 Value Index: Russell 2000 Value Index measures the performance of those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values.
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Past performance does not guarantee future results. Investors cannot directly invest in an index.

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