ALPS OShares U.S. Quality Dividend ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$48.39
- Net Assets:$0 Million
- NAV:$48.65
- Premium-0.53%
- Peer Rank:135 of 397
- Investment Rating:B
- Performance:B
- RiskC+
We rate ALPS O'Shares US Quality Dividend at B. Positive factors that influence this rating include a well above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund may be considered for investors seeking an Equity Income strategy.
Total return ranks very high in comparison with peers over the last three years. The ALPS O'Shares US Quality Dividend has returned an annual rate of 10.42% since inception. More recently, the fund has generated a total return of 10.53% in the last five years, 10.69% in the last three years, and 20.15% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 77% of them. It has also outpaced 85% of its competitors on a three year basis and 78% of them over the last year for the period ending 2/29/2024. On a year to date basis, OUSA has returned 5.90%.
Downside risk has been below average. OUSA has a draw down risk of -20.51%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 15.1%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As OUSA is an exchange traded fund, it has no front end or back end load.
The ALPS O'Shares US Quality Dividend is managed by Philip Lee at O'Shares Investment Advisers LLC. This fund is one of 4 O'Shares Investment Advisers LLC exchange-traded funds launched since 7/14/2015 that we track.