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Morningstar

ALPS O'Shares US Quality Div ETF OUSA

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis OUSA

Will OUSA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OUSA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OUSA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OUSA’s parent organization’s priorities and whether they’re in line with investors’ interests.

ALPS O'Shares US Quality Div ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings OUSA

More OUSA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.55 42.0 Mil
Technology

Apple Inc

5.36 40.5 Mil
Technology

JPMorgan Chase & Co

4.56 34.5 Mil
Financial Services

Broadcom Inc

4.21 31.9 Mil
Technology

Verizon Communications Inc

4.11 31.1 Mil
Communication Services

Eli Lilly and Co

3.59 27.2 Mil
Healthcare

Visa Inc Class A

3.56 26.9 Mil
Financial Services

Comcast Corp Class A

3.54 26.8 Mil
Communication Services

The Home Depot Inc

3.20 24.2 Mil
Consumer Cyclical

Mastercard Inc Class A

3.03 22.9 Mil
Financial Services