MEDX vs. OUSA ETF Comparison
Comparison of Horizon Kinetics Medical ETF (MEDX) to O'Shares FTSE U.S. Quality Dividend ETF (OUSA)
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.81
Average Daily Volume
1,083
32
OUSA
O'Shares FTSE U.S. Quality Dividend ETF
OUSA Description
The investment seeks to track the performance (before fees and expenses) of its target index, the FTSE US Qual / Vol / Yield Factor 5% Capped Index (the "target index"). The U.S. target index is designed to measure the performance of publicly-listed large-capitalization and mid-capitalization dividend-paying issuers in the United States that meet certain market capitalization, liquidity, high quality, low volatility and dividend yield thresholds, as determined by FTSE-Russell (the "index provider"). Under normal market conditions, the fund will invest at least 80% of its total assets in the components of the U.S. target index.Grade (RS Rating)
Last Trade
$54.59
Average Daily Volume
33,026
99
Performance
Period | MEDX | OUSA |
---|---|---|
30 Days | -8.29% | 1.26% |
60 Days | -10.35% | 1.99% |
90 Days | -12.38% | 4.58% |
12 Months | -2.56% | 25.26% |
MEDX Overweight 27 Positions Relative to OUSA
Symbol | Grade | Weight | |
---|---|---|---|
BMY | B | 6.23% | |
NVS | D | 5.95% | |
AZN | D | 4.86% | |
ALNY | D | 4.45% | |
PFE | D | 4.04% | |
ALKS | B | 3.91% | |
REGN | F | 3.38% | |
BIIB | F | 3.08% | |
CRSP | D | 2.97% | |
IONS | F | 2.78% | |
GSK | F | 2.32% | |
BCYC | F | 1.95% | |
BEAM | D | 1.51% | |
NTLA | F | 1.3% | |
REPL | B | 0.98% | |
GALT | C | 0.89% | |
HLN | D | 0.79% | |
VNDA | C | 0.79% | |
LTRN | F | 0.6% | |
EDIT | F | 0.53% | |
GEHC | F | 0.48% | |
TSVT | F | 0.41% | |
ALLO | F | 0.28% | |
VTRS | A | 0.27% | |
PACB | F | 0.13% | |
BLUE | F | 0.08% | |
MURA | D | 0.05% |
MEDX Underweight 94 Positions Relative to OUSA
Symbol | Grade | Weight | |
---|---|---|---|
HD | A | -5.35% | |
V | A | -5.33% | |
AAPL | C | -4.96% | |
MSFT | F | -4.78% | |
GOOGL | C | -3.96% | |
MA | C | -3.95% | |
CMCSA | B | -3.75% | |
MCD | D | -3.36% | |
CSCO | B | -3.07% | |
ACN | C | -2.77% | |
PG | A | -2.62% | |
TXN | C | -2.36% | |
MMC | B | -2.2% | |
UNH | C | -1.86% | |
ABT | B | -1.49% | |
LOW | D | -1.48% | |
TJX | A | -1.39% | |
ITW | B | -1.34% | |
CTAS | B | -1.11% | |
LMT | D | -1.07% | |
TMUS | B | -1.06% | |
FAST | B | -0.86% | |
COST | B | -0.82% | |
PEP | F | -0.79% | |
T | A | -0.77% | |
ADP | B | -0.76% | |
KO | D | -0.76% | |
UNP | C | -0.75% | |
VZ | C | -0.74% | |
HON | B | -0.72% | |
TROW | B | -0.71% | |
CB | C | -0.7% | |
SBUX | A | -0.69% | |
ORCL | B | -0.68% | |
UPS | C | -0.67% | |
MO | A | -0.66% | |
MCO | B | -0.63% | |
QCOM | F | -0.62% | |
CAT | B | -0.61% | |
PM | B | -0.61% | |
YUM | B | -0.57% | |
EA | A | -0.56% | |
IBM | C | -0.56% | |
BLK | C | -0.55% | |
MSCI | C | -0.53% | |
PAYX | C | -0.53% | |
GRMN | B | -0.52% | |
OTIS | C | -0.5% | |
WMT | A | -0.47% | |
JPM | A | -0.47% | |
ZTS | D | -0.47% | |
SPGI | C | -0.43% | |
APH | A | -0.42% | |
AVGO | D | -0.41% | |
PCAR | B | -0.41% | |
CTSH | B | -0.4% | |
WM | A | -0.39% | |
AON | A | -0.39% | |
NKE | D | -0.39% | |
MSI | B | -0.37% | |
CL | D | -0.34% | |
EBAY | D | -0.33% | |
ETN | A | -0.32% | |
TSCO | D | -0.31% | |
GD | F | -0.31% | |
CBOE | B | -0.31% | |
SYK | C | -0.31% | |
GWW | B | -0.29% | |
MDT | D | -0.29% | |
CSX | B | -0.29% | |
SNA | A | -0.27% | |
TT | A | -0.25% | |
MDLZ | F | -0.23% | |
HSY | F | -0.22% | |
KMB | D | -0.21% | |
DE | A | -0.21% | |
ELV | F | -0.19% | |
GILD | C | -0.19% | |
IEX | B | -0.17% | |
CMI | A | -0.16% | |
GGG | B | -0.16% | |
EXPD | D | -0.16% | |
A | D | -0.16% | |
INTU | C | -0.16% | |
AME | A | -0.15% | |
VRSK | A | -0.15% | |
ADI | D | -0.14% | |
TMO | F | -0.13% | |
NOC | D | -0.13% | |
GIS | D | -0.11% | |
TGT | F | -0.11% | |
KR | B | -0.08% | |
KVUE | A | -0.08% | |
CHD | B | -0.06% |
MEDX: Top Represented Industries & Keywords
OUSA: Top Represented Industries & Keywords