ALPS (OUSA) smart beta ETF with exposure to Large Cap Value stocks performing well.

From Nasdaq: 2024-05-23 06:20:06

The ALPS (OUSA) smart beta ETF offers exposure to Large Cap Value stocks. Smart beta ETFs aim to beat the market with non-cap weighted strategies based on specific fundamental characteristics. OUSA seeks to match the performance of the FTSE US Qual / Vol / Yield Factor 5% Capped Index, focusing on quality dividend-paying US companies. With low expenses of 0.48%, the ETF has returned 7.59% and is up 18.05% year-to-date. Sector exposure includes Information Technology, Healthcare, and Financials, with top holdings in Microsoft Corp., Apple Inc., and JPMorgan Chase & Co. Overall, ALPS (OUSA) is a medium risk option compared to other ETFs in the Large Cap Value space.

Investors seeking alternatives to ALPS (OUSA) can consider iShares Russell 1000 Value ETF (IWD) and Vanguard Value ETF (VTV), which track different indexes and have varying levels of assets and expense ratios. Traditional market cap weighted ETFs are also an option for those looking for cheaper and lower-risk alternatives. For more information on ETFs and investing, visit Zacks ETF Center for top news, analysis, and top-performing ETFs.



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