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O’Shares FTSE US Quality Dividend ETF outperforms S&P 500 in first year


The O'Shares FTSE US Quality Dividend ETF (OUSA) outperformed the S&P 500 by 10.6 per cent in the 12 months since listing on the NYSE one year ago, attracting strong asset growth from a range of institutional and retail investors.

The portfolio of OUSA owns 140 US large cap dividend stocks selected for quality, low volatility, yield and diversification, based on an index developed for O'Shares ETF Investments by FTSE Russell, a global leader in index strategies.
Kevin O'Leary, chairman of O'Shares ETF Investments, believes that ETFs are evolving as new rules-based ETFs offer investors choices to own alongside or instead of market-cap weighted ETFs.
"Growth of this new generation of ETFs will be driven by investors searching for less risk and more yield in a low interest rate environment," says O'Leary. "We are very pleased with the performance OUSA has generated for investors, getting over 90 per cent of market upside performance and less than 50 per cent of the market downside performance during the period, essentially winning by losing less."
Connor O'Brien, CEO of O'Shares ETF Investments, adds: "OUSA performance is driven by its unique portfolio of 140 dividend stocks, selected for financial quality, low volatility and yield, and excludes all the rest that do not measure up. Also, because there are many great global companies in Europe and in Asia, we have applied the same rules to stocks in Europe for O'Shares ETFs: OEUR (local currency) and OEUH (currency hedged to USD), and the same again for stocks in Asia for OASI (local currency) and OAPH (currency hedge to USD). These ETFs focused on Europe and Asia give investors access to global diversification using a consistent rules-based investment approach."
All five O'Shares ETFs are driven by indices developed for O'Shares by FTSE Russell.

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