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OUSM
+1.21 · +2.73%
$45.37 · NYSE ARCA

ALPS ETF Trust (OUSM) ETF Analysis | Small Blend

ALPS · United States
AUM:$935.9M
#– of – in Small Blend 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 9.5% 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 OUSM?

Under normal market conditions, the fund will invest at least 80% of its total assets in the components of the index. The index is designed to reflect the performance of publicly-listed small-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).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
OUSM returned 9.5% 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.
Broadly Diversified
Top 10 holdings represent just 23.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$935.9M
Expense Ratio0.48%
Dividend Yield2.02%
Holdings50
Inception DateDec 2016
DomicileUnited States
DistributionMonthly
Index–
ProviderALPS
Beta0.90
CategorySmall Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.1%
1Y
+10.5%
3Y
+41.8%
5Y
+48.2%
OpenBook InsightIf you had invested £10,000 in OUSM 5 years ago, it would have grown to £14,820 — a gain of £4,820.

Annual Returns

Calendar year performance

OUSM delivered positive returns in 4 of the last 5 calendar years.
YearOUSM
2026 YTD+12.7%
2025+2.8%
2024+13.8%
2023+17.9%
2022-7.8%
CAGR 4yr+6.2%
4/5 positive yearsAvg return: +7.9%Worst year: -7.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.3%
Low
Momentum
+2.6%
30-day change
Support Level
49.17
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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