CRUZ vs. OSCV ETF Comparison
Comparison of Defiance Hotel, Airline, and Cruise ETF (CRUZ) to Opus Small Cap Value Plus ETF (OSCV)
CRUZ
Defiance Hotel, Airline, and Cruise ETF
CRUZ Description
The investment seeks to track the total return performance, before fees and expenses, of the BlueStar Global Hotels, Airlines, and Cruises Index (the âindexâ). The index is a rules-based index that consists of globally-listed stocks of companies that derive at least 50% of their revenues from the passenger airline, hotel and resort, or cruise industries (âTravel Companiesâ) as determined by MV Index Solutions. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in Travel Companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$22.04
Average Daily Volume
11,497
29
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
$35.25
Average Daily Volume
52,643
71
Performance
| Period | CRUZ | OSCV |
|---|---|---|
| 30 Days | 0.06% | 1.73% |
| 60 Days | 0.33% | 0.91% |
| 90 Days | 3.59% | 5.35% |
| 12 Months | 20.98% | 18.07% |
CRUZ Overweight 27 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| DAL | A | 7.93% | |
| HLT | D | 7.85% | |
| MAR | D | 7.65% | |
| RCL | A | 7.48% | |
| CCL | F | 5.13% | |
| UAL | B | 3.61% | |
| IHG | D | 3.28% | |
| LUV | D | 2.69% | |
| HST | D | 2.54% | |
| AAL | C | 2.29% | |
| HTHT | B | 2.1% | |
| NCLH | F | 2.07% | |
| RHP | D | 1.5% | |
| WH | F | 1.42% | |
| ALK | C | 1.39% | |
| CHH | F | 1.21% | |
| H | D | 1.2% | |
| PK | D | 0.86% | |
| SKYW | B | 0.82% | |
| JBLU | F | 0.58% | |
| SHO | D | 0.57% | |
| RLJ | F | 0.53% | |
| DRH | F | 0.49% | |
| PEB | F | 0.39% | |
| SVC | F | 0.38% | |
| ALGT | F | 0.31% | |
| SAVE | F | 0.24% |
CRUZ Underweight 69 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | D | -2.91% | |
| CASY | A | -2.44% | |
| KBH | B | -2.41% | |
| VVV | D | -2.36% | |
| CHE | D | -2.36% | |
| TXRH | B | -2.33% | |
| LECO | D | -2.26% | |
| TTEK | B | -2.23% | |
| CHRD | B | -2.14% | |
| NOG | B | -2.03% | |
| OC | B | -1.96% | |
| ICFI | C | -1.81% | |
| UFPI | C | -1.8% | |
| THG | A | -1.79% | |
| FIX | A | -1.73% | |
| PRI | D | -1.71% | |
| KAI | D | -1.67% | |
| CODI | D | -1.64% | |
| EHC | A | -1.62% | |
| ACA | B | -1.55% | |
| OTTR | B | -1.52% | |
| KFRC | D | -1.48% | |
| GNTX | D | -1.46% | |
| CW | A | -1.46% | |
| ATR | A | -1.42% | |
| HP | F | -1.39% | |
| CWT | B | -1.38% | |
| MUSA | D | -1.34% | |
| EGP | D | -1.34% | |
| SPNS | B | -1.33% | |
| SBCF | C | -1.32% | |
| EPRT | A | -1.25% | |
| LKFN | D | -1.24% | |
| EFSC | B | -1.24% | |
| HWKN | B | -1.23% | |
| POOL | F | -1.16% | |
| GGG | D | -1.14% | |
| HOMB | B | -1.13% | |
| SYBT | B | -1.12% | |
| LSTR | D | -1.12% | |
| ASH | A | -1.12% | |
| CIVI | B | -1.11% | |
| NJR | B | -1.1% | |
| OSBC | B | -1.08% | |
| GABC | D | -1.08% | |
| HCKT | F | -1.06% | |
| WTBA | D | -1.06% | |
| GPK | C | -1.05% | |
| EVTC | F | -1.04% | |
| LADR | B | -1.01% | |
| BYD | F | -0.99% | |
| SCI | D | -0.98% | |
| AMH | B | -0.96% | |
| KRP | A | -0.96% | |
| TRNO | F | -0.91% | |
| KMPR | B | -0.91% | |
| MSM | F | -0.87% | |
| BRKR | D | -0.86% | |
| ADC | B | -0.82% | |
| RICK | F | -0.82% | |
| DOX | D | -0.81% | |
| HIFS | C | -0.8% | |
| WASH | B | -0.74% | |
| FELE | D | -0.73% | |
| NSA | D | -0.69% | |
| VAC | D | -0.69% | |
| FCPT | B | -0.64% | |
| CHCT | F | -0.41% | |
| AUDC | F | -0.27% |
CRUZ: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
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