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OUSM - ETF AI Analysis

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OUSM

OShares U.S. Small-Cap Quality Dividend ETF (OUSM)

Rating:72Outperform
Price Target:
OUSM, the OShares U.S. Small-Cap Quality Dividend ETF, earns a solid overall rating driven by high-quality holdings like Royalty Pharma, The New York Times Company, Donaldson, and Lincoln Electric, which all show strong financial performance, positive earnings commentary, and generally supportive technical trends. The fund is somewhat held back by names such as Avnet and Western Union, where weaker cash flow trends, regional challenges, and leverage issues introduce more risk, and investors should also note that several holdings show signs of potential overvaluation or overbought technical conditions, which can add volatility.
Positive Factors
Broad Sector Mix Within Small Caps
The fund spreads its investments across many sectors, which helps reduce the impact if any one industry runs into trouble.
Strong Recent Performance
The ETF has shown solid gains so far this year and in the last month, suggesting positive recent momentum.
Several Strong Top Holdings
A number of the largest positions, such as TD SYNNEX, Avnet, and Allison Transmission, have delivered strong year-to-date results that support the fund’s overall performance.
Negative Factors
High U.S.-Only Exposure
Almost all assets are invested in U.S. companies, so the fund offers little geographic diversification if the U.S. market weakens.
Concentration in a Few Sectors
Industrials, financials, and consumer cyclical stocks make up a large share of the portfolio, increasing the impact if these areas face a downturn.
Above-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.

OUSM vs. SPDR S&P 500 ETF (SPY)

OUSM Summary

OUSM is the OShares U.S. Small-Cap Quality Dividend ETF, which follows the O'Shares US Small-Cap Quality Dividend Index. It invests in smaller U.S. companies that pay dividends and have solid finances, across many sectors like industrials, financials, and consumer companies. Well-known names in the fund include Western Union and The New York Times. An investor might choose this ETF to seek long-term growth from small companies while also collecting dividend income and gaining diversification beyond large, well-known stocks. A key risk is that small-cap shares can be more volatile and can go up and down more sharply than the overall market.
How much will it cost me?The OShares U.S. Small-Cap Quality Dividend ETF (OUSM) has an expense ratio of 0.48%, which means you’ll pay $4.80 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on high-quality small-cap stocks that provide consistent dividend income.
What would affect this ETF?OUSM could benefit from economic growth in the U.S., as small-cap companies often thrive during periods of expansion, and its focus on high-quality dividend-paying stocks may provide stability during market volatility. However, rising interest rates or economic slowdowns could negatively impact small-cap stocks, particularly in sectors like consumer cyclical and financials, which make up a significant portion of the ETF's holdings.

OUSM Top 10 Holdings

OUSM leans heavily into U.S. industrial and financial small caps, with names like TD SYNNEX and Avnet doing much of the heavy lifting as their shares have been steadily rising this year. Allison Transmission and ITT add more industrial punch, also trending higher and helping keep the fund’s engine humming. On the steadier side, National Healthcare and Royalty Pharma provide a defensive health care ballast with solid but less dramatic gains. Western Union looks more mixed, occasionally dragging on performance as it wrestles with slower growth and leverage concerns.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
National Healthcare2.97%$26.94M$2.70B82.76%
74
Outperform
TD SYNNEX Corporation2.97%$26.89M$18.31B105.01%
73
Outperform
Avnet2.88%$26.16M$6.44B51.42%
67
Neutral
Royalty Pharma2.67%$24.21M$29.28B53.35%
79
Outperform
Allison Transmission Holdings2.21%$20.08M$11.26B47.63%
71
Outperform
Donaldson Company2.16%$19.59M$10.30B35.65%
79
Outperform
Lincoln Electric Holdings2.12%$19.27M$14.25B39.96%
77
Outperform
New York Times2.12%$19.26M$13.10B57.96%
79
Outperform
Western Union2.05%$18.60M$2.79B-12.23%
69
Neutral
ITT2.03%$18.39M$19.55B59.23%
72
Outperform

OUSM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
45.25
Positive
100DMA
44.98
Positive
200DMA
44.27
Positive
Market Momentum
MACD
0.60
Negative
RSI
68.88
Neutral
STOCH
87.23
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OUSM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.32, equal to the 50-day MA of 45.25, and equal to the 200-day MA of 44.27, indicating a bullish trend. The MACD of 0.60 indicates Negative momentum. The RSI at 68.88 is Neutral, neither overbought nor oversold. The STOCH value of 87.23 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for OUSM.

OUSM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$906.93M0.48%
72
Outperform
$941.88M0.20%
66
Neutral
$722.84M0.09%
64
Neutral
$699.38M0.42%
68
Neutral
$680.16M0.38%
67
Neutral
$662.72M0.40%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
46.95
6.71
16.67%
GSSC
Goldman Sachs Activebeta U.S. Small Cap Equity ETF
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
JHSC
John Hancock Multifactor Small Cap ETF
EES
WisdomTree U.S. SmallCap Fund
SMDV
ProShares Russell 2000 Dividend Growers ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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