FCTE vs. OCFS ETF Comparison
Comparison of SMI 3Fourteen Full-Cycle Trend ETF (FCTE) to Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS)
FCTE
SMI 3Fourteen Full-Cycle Trend ETF
FCTE Description
The fund is actively managed and typically owns 20 domestic stocks that are normally included in the S&P 500 Index ("S&P 500"). The FCT strategy is based on a proprietary model developed by 3Fourteen that selects stocks based on quality stock screens and trend factors such as return on capital and cash flow stability, earnings growth, return on investment, momentum, linear regression and trend analysis. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.30
Average Daily Volume
105,642
20
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
$26.91
Average Daily Volume
1,209
20
Performance
Period | FCTE | OCFS |
---|---|---|
30 Days | -3.98% | -4.50% |
60 Days | -1.33% | 3.24% |
90 Days | -2.32% | 8.10% |
12 Months |
FCTE Underweight 18 Positions Relative to OCFS
FCTE: Top Represented Industries & Keywords
OCFS: Top Represented Industries & Keywords