Specifically, OUSA tracks large- and mid-cap dividend-paying issuers in the U.S. Additionally, the underlying FTSE US Qual / Vol / Yield Factor 5% Capped Index may implement screens on market capitalization, liquidity, high quality, low volatility and dividend yields to weed out riskier components and focus on dividend payers with a history of low volatility. OUSA has a 2.59% 30-day SEC yield.
OEUR also includes the similar index screens and targets large- and mid-cap dividend payers from European countries. Top weights include United Kingdom 43.7%, Eurozone 29.6% and Switzerland 20.1%. OEUR has a 2.81% 30-day SEC yield.
Additionally, OASI follows large- and mid-cap dividend payers from Asian Pacific, including Australia 23.6%, Hong Kong 13.5%, Japan 43.7%, South Korea 8.3%, New Zealand 2.1% and Singapore 6.6%. OASI has a 3.06% 30-day SEC yield.
Financial advisors who are interested in learning more about quality, smart-beta strategies can register for the Tuesday, August 9 webcast here.