No market participant, professional or retail, has a crystal ball; none of us can predict the future. However, there are steps ETF issuers can take to position funds for long-term success. In other words, methodology matters. The ALPS O'Shares U.S. Quality Dividend ETF (OUSA) is a prime example of that. The ETF, which follows the O'Shares U.S. Quality Dividend Index, focuses on dividend growth, reduced volatility and elevated quality traits — durable, all-weather characteristics that serve investors in a va ...

行业与市场表现 - 截至2025年，专注于股息的投资策略ETF年度表现预计将落后于标普500指数[1] - 表现落后的主要原因是投资者持续热衷于不以其高股息率著称的巨型科技股[1] - 整体市场对科技股，特别是人工智能股票的权重非常高，例如英伟达市值已超过5万亿美元，忽略它会显著拖累投资组合的相对表现[5] ALPS O'Shares U.S. Quality Dividend ETF (OUSA) 概况 - OUSA预计在2025年将录得稳健但落后于市场的表现[4] - 该ETF于2025年7月已成立10年，其股息收益率仅为1.37%，表明其股息增长空间充足，且避免了可能成为“股息陷阱”的高收益股票[3] - OUSA投资组合中约有23%配置于科技股，这在国内股息ETF类别中处于较高水平，使其对人工智能投资主题有一定敞口，同时确认了其质量型特征[5] 股息投资策略的现状 - 许多采用股息筛选方法的基金（包括ETF）总共管理着1万亿美元的资产[3] - 2025年将是公司用于股票回购的金额连续第五年超过股息支付金额，预计2025年回购金额约为1万亿美元，股息支付约为7500亿美元[7] - OUSA的投资组合由致力于稳步增加股息支付的公司组成，这在许多公司更倾向于股票回购而非股息支付的时期是一个有吸引力的特质[6] OUSA的潜在优势 - OUSA预计在2025年将展现出比标普500指数更低的年化波动率[3] - 该ETF在2026年有潜力加快表现步伐[4] - 其投资组合构成使其在当前及2026年都具有相关性[6]

The ALPS O'Shares U.S. Quality Dividend ETF (OUSA) gained 1.7% over the past month as investors continued favoring companies with strong fundamentals. The quality dividend ETF screens for profitable businesses with solid balance sheets, helping it capture market gains while keeping a defensive posture. OUSA tracks the O'Shares U.S. Quality Dividend Index, which filters dividend-paying stocks through quality screens including high profitability and low volatility, according to ETF Database. The strategy aims ...