IBAT vs. OCFS ETF Comparison
Comparison of iShares Energy Storage & Materials ETF (IBAT) to Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS)
IBAT
iShares Energy Storage & Materials ETF
IBAT Description
The index measures the performance of equity securities of companies involved in energy storage solutions aiming to support the transition to a low carbon economy, including hydrogen, fuel cells, and batteries as determined by STOXX Ltd. The fund generally will invest at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$23.62
Average Daily Volume
348
14
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
$28.32
Average Daily Volume
1,136
20
Performance
| Period | IBAT | OCFS |
|---|---|---|
| 30 Days | -0.69% | 2.89% |
| 60 Days | -5.25% | 5.34% |
| 90 Days | -2.92% | 10.85% |
| 12 Months |
0 Overlapping Holdings
| Symbol | Grade | Weight in IBAT | Weight in OCFS | Overlap |
|---|
IBAT Underweight 20 Positions Relative to OCFS
IBAT: Top Represented Industries & Keywords
OCFS: Top Represented Industries & Keywords
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