EHLS vs. OSCV ETF Comparison
Comparison of Even Herd Long Short ETF (EHLS) to Opus Small Cap Value Plus ETF (OSCV)
EHLS
Even Herd Long Short ETF
EHLS Description
EHLS seeks long-term capital appreciation through a momentum-focused strategy that takes both long and short positions in US equity securities. In selecting securities, the fund employs a proprietary algorithm that emphasizes a dynamic, trend-focused analysis, instead of a strictly bottom-up valuation analysis, driven by price movements and other data points based on market trends and stock momentum. The sub-adviser may adjust its proprietary system that is continuously optimized and refined. The fund strategy involves taking long positions in equity securities exhibiting strong upward momentum and short positions in those showing downward momentum. The actively managed fund targets a net equity exposure from 40% to 90% net long, subject to adjustments based on market conditions. The fund aims to maintain 100% long and 10-60% short exposure. Short sales may include entering into swap agreements or the use of leverage.
Grade (RS Rating)
Last Trade
$21.18
Average Daily Volume
4,594
Number of Holdings
*
236
* 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 | EHLS | OSCV |
|---|---|---|
| 30 Days | 1.49% | 0.85% |
| 60 Days | 2.80% | -0.23% |
| 90 Days | 11.41% | -0.53% |
| 12 Months | 24.29% |
EHLS Overweight 229 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| CSWI | B | 2.02% | |
| BMA | B | 2.0% | |
| GRBK | D | 1.87% | |
| NVDA | B | 1.79% | |
| IRM | B | 1.78% | |
| GDS | B | 1.77% | |
| HWM | B | 1.75% | |
| SLG | B | 1.71% | |
| QTWO | A | 1.64% | |
| MSI | B | 1.58% | |
| LMB | B | 1.58% | |
| FICO | B | 1.56% | |
| VST | B | 1.52% | |
| CTAS | B | 1.52% | |
| PIPR | B | 1.51% | |
| META | B | 1.41% | |
| THC | C | 1.4% | |
| SE | B | 1.33% | |
| CLBT | A | 1.28% | |
| GVA | A | 1.28% | |
| SPOT | A | 1.28% | |
| SLVM | B | 1.27% | |
| CBRE | A | 1.27% | |
| BRO | B | 1.26% | |
| IIPR | C | 1.22% | |
| CEG | B | 1.22% | |
| CRS | B | 1.2% | |
| CASH | A | 1.12% | |
| CVNA | A | 1.11% | |
| SFM | A | 1.11% | |
| ADMA | B | 1.1% | |
| IGIC | A | 1.08% | |
| CNX | B | 1.05% | |
| NPAB | D | 1.05% | |
| TPL | A | 1.05% | |
| TPB | A | 1.05% | |
| WELL | A | 1.03% | |
| TIGO | C | 1.03% | |
| CLH | C | 1.02% | |
| SKT | B | 1.0% | |
| AFL | D | 1.0% | |
| RSI | A | 1.0% | |
| FTDR | B | 1.0% | |
| GLNG | B | 0.99% | |
| NRG | B | 0.99% | |
| PLTR | B | 0.99% | |
| ANET | B | 0.98% | |
| COKE | D | 0.98% | |
| RDNT | D | 0.97% | |
| YOU | A | 0.96% | |
| PNTG | D | 0.96% | |
| COOP | D | 0.94% | |
| REAX | C | 0.92% | |
| ANET | B | 0.9% | |
| PAM | B | 0.89% | |
| DASH | A | 0.81% | |
| RNA | C | 0.8% | |
| PSN | A | 0.79% | |
| ISRG | B | 0.78% | |
| OHI | B | 0.78% | |
| BK | B | 0.78% | |
| HIG | D | 0.77% | |
| TKO | D | 0.77% | |
| NMIH | D | 0.76% | |
| PEG | B | 0.76% | |
| KKR | B | 0.74% | |
| ZETA | C | 0.73% | |
| MOD | C | 0.73% | |
| FTI | B | 0.72% | |
| CDNA | D | 0.71% | |
| PATK | F | 0.69% | |
| IESC | A | 0.68% | |
| BBSI | D | 0.68% | |
| AXS | C | 0.63% | |
| WAB | B | 0.6% | |
| ARES | B | 0.6% | |
| AMAL | B | 0.57% | |
| USAP | A | 0.53% | |
| WMT | A | 0.52% | |
| HOOD | B | 0.52% | |
| TEVA | A | 0.51% | |
| JXN | B | 0.5% | |
| SMG | A | 0.5% | |
| MMYT | A | 0.5% | |
| HRB | D | 0.5% | |
| PGR | D | 0.49% | |
| ALSN | A | 0.49% | |
| HUBB | B | 0.49% | |
| TYL | A | 0.49% | |
| AXP | A | 0.48% | |
| AIT | A | 0.48% | |
| JD | A | 0.44% | |
| ESEA | D | 0.42% | |
| BEKE | A | 0.42% | |
| HLNE | A | 0.41% | |
| ALHC | A | 0.4% | |
| OSCR | C | 0.39% | |
| GATO | B | 0.29% | |
| PPTA | B | 0.27% | |
| FRHC | B | 0.27% | |
| BBW | A | 0.26% | |
| PKG | A | 0.26% | |
| VIST | B | 0.25% | |
| YPF | A | 0.25% | |
| MLR | A | 0.25% | |
| EBAY | D | 0.24% | |
| KTB | A | 0.24% | |
| UFPT | D | 0.23% | |
| ONON | D | 0.23% | |
| NSIT | F | 0.23% | |
| CSTM | F | -0.17% | |
| ELF | F | -0.19% | |
| DVAX | A | -0.2% | |
| FLNG | F | -0.2% | |
| AES | F | -0.22% | |
| VAL | F | -0.22% | |
| ADNT | F | -0.23% | |
| NUE | F | -0.23% | |
| VSAT | F | -0.23% | |
| DOOO | F | -0.24% | |
| FIVN | C | -0.24% | |
| CC | F | -0.24% | |
| NEP | F | -0.24% | |
| ROG | D | -0.24% | |
| VC | F | -0.24% | |
| FIVE | C | -0.24% | |
| PD | C | -0.24% | |
| DG | F | -0.24% | |
| ALV | F | -0.25% | |
| NTST | F | -0.25% | |
| PENN | B | -0.25% | |
| MTDR | D | -0.25% | |
| LEA | F | -0.25% | |
| HTH | D | -0.25% | |
| ELV | F | -0.25% | |
| SCL | F | -0.25% | |
| ETSY | D | -0.25% | |
| ENPH | F | -0.25% | |
| IGT | F | -0.25% | |
| DKNG | F | -0.25% | |
| SNAP | B | -0.25% | |
| CENTA | D | -0.26% | |
| VTLE | F | -0.26% | |
| W | F | -0.26% | |
| CAR | C | -0.26% | |
| F | D | -0.26% | |
| GO | F | -0.26% | |
| APLS | F | -0.26% | |
| NEO | D | -0.27% | |
| MRTN | F | -0.27% | |
| MRK | F | -0.27% | |
| DXCM | C | -0.27% | |
| ZD | F | -0.27% | |
| BG | F | -0.27% | |
| ENTG | D | -0.27% | |
| APA | F | -0.27% | |
| SON | F | -0.28% | |
| RLJ | F | -0.28% | |
| URBN | F | -0.28% | |
| ADM | F | -0.28% | |
| HSY | F | -0.28% | |
| CARS | D | -0.28% | |
| AIN | F | -0.28% | |
| YELP | F | -0.28% | |
| AMN | F | -0.28% | |
| CENT | D | -0.28% | |
| STZ | F | -0.28% | |
| REXR | F | -0.28% | |
| MGM | D | -0.29% | |
| VNT | B | -0.29% | |
| SIGI | C | -0.29% | |
| FMX | F | -0.29% | |
| CRL | F | -0.29% | |
| IPG | F | -0.29% | |
| CNI | F | -0.29% | |
| OKTA | D | -0.29% | |
| RPD | C | -0.29% | |
| SNOW | C | -0.29% | |
| MCHP | F | -0.29% | |
| DDS | C | -0.3% | |
| HXL | F | -0.3% | |
| KMX | F | -0.3% | |
| NSP | F | -0.3% | |
| ON | D | -0.3% | |
| IAC | F | -0.3% | |
| QLYS | F | -0.3% | |
| ALLY | F | -0.3% | |
| SLB | F | -0.3% | |
| MUR | F | -0.3% | |
| DVN | F | -0.3% | |
| NARI | A | -0.31% | |
| HELE | C | -0.31% | |
| IRTC | C | -0.31% | |
| ODP | C | -0.31% | |
| ARE | F | -0.31% | |
| SJW | F | -0.31% | |
| AMR | F | -0.31% | |
| DIS | C | -0.31% | |
| CVX | A | -0.31% | |
| NXST | A | -0.31% | |
| MTRN | D | -0.31% | |
| OXM | F | -0.32% | |
| FIZZ | B | -0.32% | |
| PZZA | A | -0.32% | |
| BHF | B | -0.33% | |
| TENB | D | -0.34% | |
| RYI | C | -0.35% | |
| PINS | C | -0.36% | |
| GTLS | B | -0.37% | |
| DIOD | F | -0.37% | |
| UPS | C | -0.38% | |
| PGNY | F | -0.38% | |
| EPAM | F | -0.39% | |
| ALGT | B | -0.39% | |
| JBT | A | -0.44% | |
| PRGO | D | -0.44% | |
| WRLD | D | -0.45% | |
| CSGP | F | -0.49% | |
| PARR | F | -0.49% | |
| WST | B | -0.49% | |
| CVI | F | -0.5% | |
| OMI | F | -0.51% | |
| USPH | F | -0.51% | |
| IMCR | F | -0.53% | |
| COHU | B | -0.54% | |
| ALRM | F | -0.58% | |
| SPT | F | -0.58% | |
| LW | B | -0.59% | |
| PLAY | C | -0.63% |
EHLS Underweight 61 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | A | -2.86% | |
| CASY | A | -2.8% | |
| TTEK | B | -2.7% | |
| TXRH | A | -2.64% | |
| CHE | F | -2.34% | |
| KBH | D | -2.15% | |
| FIX | B | -2.08% | |
| PRI | B | -2.03% | |
| ICFI | 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% | |
| NOG | F | -1.7% | |
| EFSC | B | -1.56% | |
| SYBT | B | -1.56% | |
| HLI | A | -1.56% | |
| 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% | |
| CHDN | B | -1.29% | |
| 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% | |
| SCI | A | -0.96% | |
| 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% | |
| RRC | D | -0.87% | |
| DOX | B | -0.79% | |
| NSA | D | -0.76% | |
| FCPT | D | -0.7% | |
| FELE | D | -0.66% | |
| AAON | A | -0.63% | |
| BRKR | D | -0.58% |
EHLS: Top Represented Industries & Keywords
Industries:
Software - Infrastructure
Oil & Gas E&P
Specialty Retail
Software - Application
Auto Parts
Asset Management
Internet Content & Information
Biotechnology
Diagnostics & Research
Diversified Industrials
Insurance - Property & Casualty
Real Estate Services
Semiconductors
Utilities - Independent Power Producers
Business Services
Engineering & Construction
Medical Care
Medical Instruments & Supplies
Metal Fabrication
Packaged Foods
OSCV: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Diversified Industrials
Building Materials
REIT - Industrial
Software - Infrastructure
Business Services
Engineering & Construction
Medical Care
Packaging & Containers
REIT - Diversified
Airlines
Capital Markets
Chemicals
Conglomerates
Diagnostics & Research
Electronic Components
Gambling
Grocery Stores
Infrastructure Operations
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