O'Shares FTSE U.S. Quality Dividend ETF (OUSA) Hits $600 Million in Assets Under Management, While Protecting 30% of the S&P 500 Downside Since Inception
O'Shares ETF Investments announced that O'Shares FTSE U.S. Quality Dividend ETF (OUSA) surpassed $600 million in AUM. OUSA returned 25.24% in 2019 and has avoided 30% of the S&P 500 downside since inception. View the standardized performance for OUSA.
BOSTON, Feb. 4, 2020 /PRNewswire-PRWeb/ -- "OUSA is an ETF with over 100 large cap quality dividend stocks; it has given me great performance and dividend income. I don't want all the 500 biggest companies, just the higher quality companies because I want less risk. This is why I own OUSA," said Kevin O'Leary, Chairman of O'Shares ETFs.
"The Quality focus of OUSA does more than provide strong performance potential. It may also offer investors a lower risk approach to building equity income. OUSA has avoided ~30% of the downside during market stress events since its inception," said Connor O'Brien, CEO of O'Shares ETFs.
OUSA https://oshares.com/ousa-us/ OUSA is the quality large cap strategy provided by O'Shares ETF Investments, a family of ETFs that includes OUSM https://oshares.com/ousm OUSM , OGIG https://oshares.com/ogig/ OGIG and OEUR https://oshares.com/oeur OEUR.
OUSA seeks to track the performance (before fees and expenses) of its target index, the FTSE USA Qual/Vol/Yield Factor 5% Capped Index (the "Target Index"). The Target Index is designed to reflect the performance of publicly-listed large capitalization and mid-capitalization dividend-paying issuers in the United States exhibiting high quality, low volatility and high dividend yields, as determined by the index provider. The quality and low volatility factors are designed to reduce exposure to high dividend equities that have experienced large price declines.
O'Shares ETF Investments
O'Shares Investments provides ETFs for long-term wealth management, with an emphasis on quality across our family of ETFs. The O'Shares ETFs are designed for investors with objectives ranging from wealth preservation and income to growth and capital appreciation. Each O'Shares ETF reflects our rules-based investment philosophy, including quality as an important characteristic. O'Shares ETFs are all managed according to rules-based indexes, and all are listed on the New York Stock Exchange.
For more Information please contact [email protected]
O'Shares ETFs: OUSA https://oshares.com/ousa-us/ OUSA | OUSM https://oshares.com/ousm OUSM | OGIG https://oshares.com/ogig/ OGIG | OEUR https://oshares.com/oeur OEUR
Before you invest in O'Shares ETF Investments Funds, please refer to the prospectus for important information about the investment objectives, risks, charges and expenses. To obtain a prospectus containing this and other important information, please visit http://www.oshares.com OEUR to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal.
Concentration in a particular industry or sector will subject the Funds to loss due to adverse occurrences that may affect that industry or sector. The Funds may use derivatives which may involve risks different from, or greater than, those associated with more traditional investments. A Fund's emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after the Fund's purchase of such a company's securities. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in U.S. securities. Exposures to foreign securities entail special risks, including political, diplomatic, economic, foreign market and trading risks. In addition, a Fund's investments in securities denominated in other currencies could decline due to changes in local currency relative to the value of the U.S. dollar, which may affect the Fund's returns. See the prospectus for specific risks regarding the Funds.
Past performance does not guarantee future results. Shares are bought and sold at market price (not NAV), are not individually redeemable, and owners of Shares may acquire those Shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only, consisting of 50,000 Shares. Brokerage commissions will reduce returns. The market price of Shares can be at, below, or above NAV. Market Price returns are based upon the midpoint of the bid/ask spread at 4:00 PM Eastern time (when NAV is normally determined), and do not represent the returns you would receive if you traded Shares at other times.
O'Shares ETF Investments Funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with O'Shares ETF Investments or any of its affiliates.
SOURCE O'Shares ETF Investments
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