Over the same period, energy and communication services were the worst-performing sectors in the small-cap benchmark, but OUSM allocates just 3.52% of its weight to those sectors.
As is the case with many dividend strategies, OUSM can be a less volatile bet than its non-dividend rivals.
While OUSM is not a high dividend strategy, the fund does yield 2.14%, or nearly 70 basis points more than the S&P SmallCap 600.