Faith Morrow
O'Shares ETFs are a brand of ETFs launched by TV's Shark Tank celebrity Kevin O'Leary. O'Shares Investments provides ETFs for long-term wealth management, with an emphasis on quality across its family of ETFs. O'Shares ETFs are designed for investors with objectives ranging from income and wealth preservation to growth and capital appreciation. Each of the O'Shares ETFs reflects the company's rules-based investment philosophy, including quality as an important characteristic. O'Shares ETFs are available on most online investing platforms, retirement account provider sites, and investing apps like Robinhood.
| Characteristics | Values | |
|---|---|---|
| Investment type | Exchange-traded fund (ETF) | |
| Investment objective | To track the performance of the O'Shares U.S. Quality Dividend Index | |
| Investment focus | Large-capitalization and mid-capitalization dividend-paying issuers in the U.S. | |
| Investment strategy | Rules-based, focusing on equities and quality | |
| Investment vehicle | Pooled investment security | |
| Investment funds | OUSA, OUSM, OEUR, OGIG (the “ALPS | O’Shares ETFs”) |
| Annual expense ratio | 0.48% | |
| Dividend distribution yield | 2.53% | |
| Number of companies | 142 | |
| Assets under management | $700 million |
What You'll Learn
O'Shares U.S. Quality Dividend Index
The ETF seeks to track the performance of the O'Shares US Quality Dividend Index, which is designed to reflect the performance of large-capitalisation and mid-capitalisation dividend-paying issuers in the United States. These issuers are chosen for their high quality, low volatility and high dividend yields.
Automating Your ETF Investments: A Comprehensive Guide
You may want to see also
O'Shares U.S. Small-Cap Quality Dividend Index
The O'Shares U.S. Small-Cap Quality Dividend Index is the primary benchmark for the ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM), which aims to provide cost-effective access to a portfolio of small-cap companies with high quality, low volatility, and dividend growth. The ETF inception date was 12/30/2016, and it is listed on the Cboe BZX exchange.
O'Shares Investments, founded by TV's "Shark Tank" celebrity Kevin O'Leary, offers a family of ETFs designed for investors with various objectives, including income, wealth preservation, growth, and capital appreciation. The O'Shares ETFs follow a rules-based investment philosophy, emphasising quality. The O'Shares U.S. Small-Cap Quality Dividend Index is one of the indexes created by O'Shares Investments for several US-listed ETFs, including OUSA, OUSM, OEUR, and OGIG.
A Guide to Investing in ASX 200 ETFs
You may want to see also
O'Shares Global Internet Giants Index
The O'Shares Global Internet Giants Index is an Exchange-Traded Fund (ETF) that aims to track the performance of the O'Shares Global Internet Giants Index (OGIGX). This ETF is designed to provide investors with access to some of the largest global companies that derive most of their revenue from the internet technology and e-commerce sectors. These companies exhibit above-average growth potential and quality characteristics.
The O'Shares Global Internet Giants ETF is a rules-based fund that offers a cost-effective and efficient way to invest in the mega trends of digital transformation and e-commerce. It has a portfolio of over 80 high-quality global internet and e-commerce companies, including well-known names such as Alphabet, Meta, Amazon, and Microsoft. The fund's top holdings comprise more than 25% of its value, with the top 10 accounting for over 44%.
The ETF is listed on the Cboe BZX exchange and has a fund inception date of June 5, 2018. It is a non-diversified fund that normally invests at least 80% of its total assets in the components of the underlying index. The underlying index is a rules-based index that enables investors to track stocks with quality and growth traits in the "internet sector," as defined by the index provider.
The O'Shares Global Internet Giants ETF can be used as part of a growth allocation strategy for quality companies with increasing revenues. It provides a passive management approach, seeking investment results that correspond to its underlying index before fees and expenses. This means that the fund will not actively buy or sell securities unless they are added or removed from the underlying index.
It is important to note that O'Shares Investments does not provide investment, tax, or legal advice through its website, and individuals must ensure they are authorised to undertake investment activities related to ETFs.
A Beginner's Guide to Investing in ETFs in Nigeria
You may want to see also
O'Shares Europe Quality Dividend Index
The ETF aims to provide investors with a sustainable approach to higher dividend yields and quality investing. The fund's investment objective is to achieve a return through a combination of capital growth and income, reflecting the return of the underlying index, which is the MSCI Europe High Dividend Yield ESG Reduced Carbon Target Select Index.
The ETF's total expense ratio (TER) is 0.28% per annum, and it distributes dividends semi-annually. It is a large ETF with €779 million in assets under management and is domiciled in Ireland.
Schwab ETF Investing: A Beginner's Guide
You may want to see also
O'Shares ETFs
O'Shares provides indexes for several US-listed ETFs: OUSA, OUSM, OEUR, and OGIG (the "ALPS | O'Shares ETFs"). The O'Shares U.S. Quality Dividend Index (OUSAX) is another product that includes approximately 100 major companies selected according to measures of financial quality, aiming to reduce exposure to high dividend equities that have experienced large price declines.
A Beginner's Guide to Investing in NSE ETFs
You may want to see also
Frequently asked questions
O Shares ETFs are a family of six ETFs with $700 million in assets, with roughly 70% in its original ETF, the O'Shares FTSE U.S. Quality Dividend ETF (OUSA). O Shares ETFs are designed for investors with objectives ranging from income and wealth preservation to growth and capital appreciation.
To invest in O Shares ETFs, you need to open a brokerage account with a broker that offers access to these ETFs. You can then search for the O Shares ETFs and make your chosen buys and sells.
O Shares ETFs provide broad market exposure, allowing investors to buy multiple stocks or bonds at once. They are also more liquid and have lower expense ratios than other investment options.
One potential risk of investing in O Shares ETFs is that they have higher fees than some other investment options, such as mutual funds or individual stocks. Additionally, as with any investment, there is the risk of losing money if the value of the ETF decreases.
