OUSA
+2.52 · +4.51%
$58.45 · NYSE ARCA

ALPS ETF Trust (OUSA) ETF Analysis | Large Value

ALPS · United States
AUM:$784.7M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.48% — moderate cost. Consider how fees compound over long holding periods.

What is OUSA?

The underlying index is designed to measure the performance of publicly listed large-capitalization and mid-capitalization dividend-paying issuers in the United States that meet certain market capitalization, liquidity, high quality, low volatility and dividend yield thresholds, as determined by O'Shares Investment Advisers, LLC (the index provider). Under normal market conditions, the fund will invest at least 80% of its total assets in the components of the underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
OUSA returned 8.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.48%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 42.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$784.7M
Expense Ratio0.48%
Dividend Yield1.39%
Holdings50
Inception DateJul 2015
DomicileUnited States
DistributionMonthly
Index–
ProviderALPS
Beta0.77
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would OUSA affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.0%
1Y
+12.4%
3Y
+46.8%
5Y
+53.7%
OpenBook InsightIf you had invested £10,000 in OUSA 5 years ago, it would have grown to £15,368 — a gain of £5,368.

Annual Returns

Calendar year performance

OUSA delivered positive returns in 4 of the last 5 calendar years.
YearOUSA
2026 YTD+9.0%
2025+10.8%
2024+17.4%
2023+13.3%
2022-8.9%
CAGR 4yr+7.6%
4/5 positive yearsAvg return: +8.3%Worst year: -8.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.2%
Low
Momentum
+4.6%
30-day change
Support Level
61.26
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.