The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
ALPS O'Shares US Sm-Cp Qul Div ETF OUSM
Morningstar’s Analysis OUSM
Will OUSM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Williams-Sonoma Inc | 3.37 | 18.3 Mil | Consumer Cyclical |
Lincoln Electric Holdings Inc | 2.38 | 12.9 Mil | Industrials |
Dick's Sporting Goods Inc | 2.27 | 12.4 Mil | Consumer Cyclical |
Chemed Corp | 2.27 | 12.3 Mil | Healthcare |
Juniper Networks Inc | 2.24 | 12.2 Mil | Technology |
Tradeweb Markets Inc | 2.12 | 11.5 Mil | Financial Services |
Texas Roadhouse Inc | 1.93 | 10.5 Mil | Consumer Cyclical |
Primerica Inc | 1.93 | 10.5 Mil | Financial Services |
Owens-Corning Inc | 1.92 | 10.5 Mil | Industrials |
Encompass Health Corp | 1.90 | 10.3 Mil | Healthcare |