AMID vs. OSCV ETF Comparison

Comparison of Argent Mid Cap ETF (AMID) to Opus Small Cap Value Plus ETF (OSCV)
AMID

Argent Mid Cap ETF

AMID Description

AMID aims to outperform the Russell MidCap Index over the long term by applying Change-Based Investing strategies. The fund actively invests in stocks undergoing positive internal or external change, which the issuer believes could lead to underappreciated growth. The starting universe begins with 1,500 US mid-cap stocks that are screened for liquidity and grouped by sector. Using their proprietary Argent Alpha Model, stocks are ranked under four main categories: Value, Growth, Quality, and Stability. Stocks within each sector with positive exposure to outperforming factors are considered. The remaining companies are grouped into current and future market segments based on expected outperformance in the current or future market cycle. Finally, the fund uses fundamental analysis to select 35-50 stocks with prospect improvements at the company or industry level. Sectors may be overweighted at various times in the economic cycle. Individual securities are capped at 8%.

Grade (RS Rating)

Last Trade

$34.74

Average Daily Volume

7,573

Number of Holdings *

37

* may have additional holdings in another (foreign) market
OSCV

Opus Small Cap Value Plus ETF

OSCV Description The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").

Grade (RS Rating)

Last Trade

$37.33

Average Daily Volume

71,499

Number of Holdings *

68

* may have additional holdings in another (foreign) market
Performance
Period AMID OSCV
30 Days -1.11% 0.85%
60 Days -0.43% -0.23%
90 Days 5.40% -0.53%
12 Months 36.76% 24.29%
6 Overlapping Holdings
Symbol Grade Weight in AMID Weight in OSCV Overlap
CHDN B 1.56% 1.29% 1.29%
HLI A 3.02% 1.56% 1.56%
ICFI B 2.21% 1.96% 1.96%
MUSA C 2.46% 1.54% 1.54%
SCI A 1.68% 0.96% 0.96%
TTEK B 1.64% 2.7% 1.64%
AMID Overweight 31 Positions Relative to OSCV
Symbol Grade Weight
FICO B 6.35%
CTAS B 3.69%
CDW F 3.59%
BLDR F 3.54%
CPRT D 3.33%
DHI D 3.28%
HCA D 3.08%
FTNT B 2.96%
IT C 2.86%
MEDP F 2.76%
VCTR A 2.72%
BAH A 2.7%
CBZ B 2.59%
BLD F 2.59%
URI B 2.41%
ADUS D 2.31%
A D 2.26%
AFG D 2.21%
CG B 2.06%
LPLA A 1.91%
TPX F 1.82%
OMF A 1.79%
AME A 1.78%
ENTG D 1.61%
GDDY A 1.54%
LNG A 1.53%
PATK F 1.44%
ABG C 1.42%
MOH D 1.35%
EXPO D 1.12%
AX B 0.95%
AMID Underweight 62 Positions Relative to OSCV
Symbol Grade Weight
ENSG A -2.86%
CASY A -2.8%
TXRH A -2.64%
CHE F -2.34%
KBH D -2.15%
FIX B -2.08%
PRI B -2.03%
CW B -1.96%
OC B -1.94%
KAI A -1.88%
THG B -1.87%
EHC A -1.8%
UFPI C -1.8%
ACA B -1.76%
HWKN D -1.76%
NOG F -1.7%
EFSC B -1.56%
SYBT B -1.56%
EPRT C -1.54%
ATR A -1.52%
SPNS B -1.5%
SBCF B -1.49%
CHRD F -1.43%
CODI D -1.39%
EGP D -1.37%
GABC A -1.35%
CWT D -1.31%
WTBA A -1.29%
HOMB B -1.29%
OTTR F -1.28%
KFRC D -1.24%
LKFN B -1.24%
BYD A -1.23%
OSBC B -1.2%
GGG D -1.19%
GPK D -1.18%
HP C -1.11%
HCKT D -1.1%
NVT D -1.09%
LSTR D -1.08%
LADR B -1.06%
NJR D -1.06%
KMPR B -1.03%
LECO B -0.97%
ADC C -0.96%
ASH F -0.95%
TRNO F -0.94%
HIFS B -0.93%
AMH F -0.93%
KRP B -0.91%
WASH B -0.91%
CPA B -0.91%
USLM A -0.9%
RRC D -0.87%
EVTC D -0.82%
DOX B -0.79%
NSA D -0.76%
CIVI F -0.7%
FCPT D -0.7%
FELE D -0.66%
AAON A -0.63%
BRKR D -0.58%
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