Is the Factor Leadership Rotation Finally Here?

While momentum, growth, and high-beta strategies have served as the engines driving quarter-to-date returns for factor ETFs, a subtle shift under the hood suggests a potential factor rotation may be underway. Notably, the same sectors that have propelled the broad market higher this quarter encountered a sharp reversal over the past two trading sessions.

ETF Trends • May 19, 2026

Is ALPS (OUSA) a Strong ETF Right Now?

Making its debut on 07/14/2015, smart beta exchange traded fund ALPS (OUSA) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

Zacks Investment Research • Apr 20, 2026

Should ALPS (OUSA) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the ALPS (OUSA), a passively managed exchange traded fund launched on July 14, 2015.

Zacks Investment Research • Apr 16, 2026

HALO Helps, But Dividend Investors Still Need to Be Selective

The latest buzz acronym in the investment community, spurred in part by the artificial intelligence (AI) trade, is HALO, or “heavy assets, low obsolescence.” The catchy acronym is relevant to dividend investors because many of the companies in the hard assets realm are dividend payers.

ETF Trends • Mar 18, 2026

The Zacks Analyst Blog SDY, NOBL, OUSA and PFM

Amid oil-driven volatility and inflation worries, dividend aristocrat ETFs like NOBL draw attention as investors seek steady income and resilient equity exposure.

Zacks Investment Research • Mar 12, 2026

Play Dividend Growth ETFs With a Long-Term View

Oil turmoil, inflation worries and market volatility are reviving interest in dividend growth ETFs that offer steady income and quality exposure.

Zacks Investment Research • Mar 11, 2026

Avoid Dividend Offenders With This ETF

As is the case in life, there are no sure things in investing. That sentiment certainly applies to dividend stocks.

ETF Trends • Mar 6, 2026

OUSA: Improved GARP Metrics For This High-Quality Dividend ETF

This article reviews OUSA, a quality-first large-cap ETF that screens stocks based on return on assets, net debt-to-EBITDA, five-year standard deviation of returns, and five-year dividend growth. Despite being labeled a dividend fund, OUSA's estimated dividend yield is just 1.40%. Its 0.48% expense ratio is a key contributor, and its top five holdings all yield below 1%. Despite excellent quality metrics and improved growth-at-a-reasonable-price statistics, OUSA's risk-adjusted returns lag key peers, including VIG and DGRO.

Seeking Alpha • Dec 27, 2025

Some of the Best Dividend Stocks Reside in This ETF

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.

ETF Trends • Dec 16, 2025

This ETF Could Be a 2026 Winner

With just a month until 2026, it's apparent dividend-focused ETFs will lag the S&P 500 on an annual basis. That's likely the result of investors' ongoing enthusiasm for mega-cap technology stocks – a group not known for big yields.

ETF Trends • Dec 8, 2025