Oshares Us Small Cap Etf Profile

OUSM Etf  USD 42.38  0.67  1.61%   

Performance

13 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
OShares US is selling at 42.38 as of the 28th of March 2024; that is 1.61 percent up since the beginning of the trading day. The etf's lowest day price was 41.97. OShares US has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for OShares US Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2022 and ending today, the 28th of March 2024. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its total assets in the components of the index. Os Russell is traded on BATS Exchange in the United States. More on OShares US Small Cap

Moving together with OShares Etf

  0.96VB Vanguard Small-Cap IndexPairCorr
  0.61IJR IShares Core SPPairCorr
  0.85IWM IShares Russell 2000 Aggressive PushPairCorr
  0.77VRTIX Vanguard Russell 2000PairCorr
  0.85VTWO Vanguard Russell 2000PairCorr
  0.65FNDA Schwab FundamentalPairCorr

OShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. OShares US's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding OShares US or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Small Cap ETFs, Small Blend, ALPS (View all Sectors)
IssuerALPS
Inception Date2016-12-29
BenchmarkO'Shares U.S. Small-Cap Quality Dividend Index
Entity TypeRegulated Investment Company
Asset Under Management558.58 Million
Average Trading Valume53,229.7
Asset TypeEquity
CategorySize and Style
FocusSmall Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorALPS Fund Services, Inc.
AdvisorALPS Advisors, Inc.
CustodianState Street Bank and Trust Company
DistributorALPS Distributors, Inc.
Portfolio ManagerRyan Mischker, Andrew Hicks
Transfer AgentState Street Bank and Trust Company
ExchangeCboe BZX Exchange, Inc.
Number of Constituents108
Market MakerLatour Trading
Total Expense0.48
Management Fee0.48
Country NameUSA
Returns Y T D6.79
NameOShares U.S. Small-Cap Quality Dividend ETF
Currency CodeUSD
Open FigiBBG018B6MWZ2
In Threey Volatility17.67
1y Volatility16.02
200 Day M A37.3079
50 Day M A40.1992
CodeOUSM
Updated At27th of March 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.46
OShares US Small Cap [OUSM] is traded in USA and was established 2016-12-30. The fund is listed under Small Blend category and is part of ALPS family. The entity is thematically classified as Size And Style ETFs. OShares US Small-Cap now have 144.93 M in assets. , while the total return for the last 3 years was 8.7%.
Check OShares US Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on OShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding OShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as OShares US Small Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top OShares US Small Cap Etf Constituents

MKSIMKS InstrumentsStockInformation Technology
TTCToro CoStockIndustrials
HLIHoulihan LokeyStockFinancials
LDOSLeidos HoldingsStockInformation Technology
GNTXGentexStockConsumer Discretionary
IPGInterpublic GroupStockCommunication Services
JKHYJack Henry AssociatesStockFinancials
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OShares US Target Price Odds Analysis

Contingent on a normal probability distribution, the odds of OShares US jumping above the current price in 90 days from now is near 1%. The OShares US Small Cap probability density function shows the probability of OShares US etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.2066. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, OShares US will likely underperform. Additionally, oShares US Small Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 42.38HorizonTargetOdds Above 42.38
99.05%90 days
 42.38 
0.93%
Based on a normal probability distribution, the odds of OShares US to move above the current price in 90 days from now is near 1 (This OShares US Small Cap probability density function shows the probability of OShares Etf to fall within a particular range of prices over 90 days) .

OShares US Small-Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. OShares US market risk premium is the additional return an investor will receive from holding OShares US long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in OShares US. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although OShares US's alpha and beta are two of the key measurements used to evaluate OShares US's performance over the market, the standard measures of volatility play an important role as well.

OShares US Against Markets

Picking the right benchmark for OShares US etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in OShares US etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for OShares US is critical whether you are bullish or bearish towards OShares US Small Cap at a given time. Please also check how OShares US's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in OShares US without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy OShares Etf?

Before investing in OShares US, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in OShares US. To buy OShares US etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of OShares US. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase OShares US etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located OShares US Small Cap etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased OShares US Small Cap etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as OShares US Small Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy OShares Etf please use our How to Invest in OShares US guide.

Already Invested in OShares US Small Cap?

The danger of trading OShares US Small Cap is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of OShares US is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than OShares US. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile OShares US Small-Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether OShares US Small-Cap is a strong investment it is important to analyze OShares US's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact OShares US's future performance. For an informed investment choice regarding OShares Etf, refer to the following important reports:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in OShares US Small Cap. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in state.
You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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When running OShares US's price analysis, check to measure OShares US's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy OShares US is operating at the current time. Most of OShares US's value examination focuses on studying past and present price action to predict the probability of OShares US's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move OShares US's price. Additionally, you may evaluate how the addition of OShares US to your portfolios can decrease your overall portfolio volatility.
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The market value of OShares US Small-Cap is measured differently than its book value, which is the value of OShares that is recorded on the company's balance sheet. Investors also form their own opinion of OShares US's value that differs from its market value or its book value, called intrinsic value, which is OShares US's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because OShares US's market value can be influenced by many factors that don't directly affect OShares US's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between OShares US's value and its price as these two are different measures arrived at by different means. Investors typically determine if OShares US is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, OShares US's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.