DIVY vs. OCFS ETF Comparison
Comparison of Sound Equity Income ETF (DIVY) to Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS)
DIVY
Sound Equity Income ETF
DIVY Description
The investment seeks to produce long-term capital appreciation. The fund's principal investment strategy is designed to provide exposure to the aggregate value of ordinary dividends expected to be paid on a portfolio of large capitalization equity securities listed for trading in the U.S. (Large Cap Securities). The fund may use a variety of investment strategies to achieve this objective. Under normal circumstances, it generally invests in a combination of dividend swaps, dividend futures and forwards on indexes of Large Cap Securities (Large Cap Securities Indexes). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.15
Average Daily Volume
4,431
8
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.Grade (RS Rating)
Last Trade
$26.88
Average Daily Volume
753
20
Performance
| Period | DIVY | OCFS |
|---|---|---|
| 30 Days | -1.84% | -0.27% |
| 60 Days | -1.63% | 3.64% |
| 90 Days | 2.77% | 7.07% |
| 12 Months | 10.66% |
0 Overlapping Holdings
| Symbol | Grade | Weight in DIVY | Weight in OCFS | Overlap |
|---|
DIVY Underweight 20 Positions Relative to OCFS
DIVY: Top Represented Industries & Keywords
OCFS: Top Represented Industries & Keywords
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