ALPS OUSA ETF Offers Broad Value Exposure Amid Market Fluctuations

ALPS OUSA delivers diversified exposure to large-cap value stocks. With lower costs and stable performance, it remains a solid choice for investors seeking market stability.

Date: 05-04-2025

AI Rating: 6

Fund Overview: The ALPS (OUSA) ETF is focused on large-cap value stocks, managing over $787 million in assets. Large cap companies typically boast lower volatility and steadier cash flows, offering investors a more stable option in uncertain markets.

Cost Consideration: With an expense ratio of 0.48%, OUSA competes well with its peers, which is crucial since lower-cost ETFs can significantly outperform their costlier counterparts over time. Furthermore, a trailing dividend yield of 1.37% adds another layer of attractiveness for income-seeking investors.

Sector Exposure: The ETF is heavily weighted in the Financials sector (25.60%), with significant exposures to Information Technology and Healthcare. Top holdings include Visa Inc. (V), Apple Inc. (AAPL), and Home Depot Inc. (HD), which together make up a considerable portion of the fund. High allocations to well-managed and established companies are a positive indicator of expected stability and growth.

Performance Insights: Currently, OUSA has seen a -2.25% loss year-to-date, while the last year reflects an 8.04% gain. Such performance trends should be continually monitored by investors considering the ETF's historical range between $46.86 and $55.50 over the past 52 weeks.

Risk Factor: With a beta of 0.86, OUSA remains a relatively low-risk choice, expected to be less volatile than the overall market. This could be particularly favorable for conservative investors.

Investment Analysis: Although the report does not specify earnings per share, revenue growth, net income, or profit margins, the ETF’s structure and focus allow investors to capitalize on broader market trends without direct impact from individual stock performance. Consequently, this diversified approach may reduce risks associated with single stock volatility while still offering potential for capital appreciation.

Stocks: V AAPL HD