OCFS vs. BUSA ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to Brandes U.S. Value ETF (BUSA)
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
$26.90
Average Daily Volume
746
20
BUSA
Brandes U.S. Value ETF
BUSA Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to attain its investment objective by investing primarily in equity securities of U.S. companies. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes), measured at the time of purchase, in securities of U.S. companies.Grade (RS Rating)
Last Trade
$31.62
Average Daily Volume
24,078
54
Performance
| Period | OCFS | BUSA |
|---|---|---|
| 30 Days | -2.55% | -0.33% |
| 60 Days | 7.46% | 1.67% |
| 90 Days | 13.87% | 5.60% |
| 12 Months | 24.35% |
OCFS Underweight 52 Positions Relative to BUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| FI | A | -3.41% | |
| CVX | A | -3.23% | |
| WFC | B | -3.06% | |
| BAC | B | -2.69% | |
| MCK | C | -2.61% | |
| DOX | B | -2.59% | |
| CMCSA | A | -2.5% | |
| PNC | B | -2.42% | |
| WTW | A | -2.32% | |
| CTVA | A | -2.32% | |
| GOOG | A | -2.26% | |
| C | B | -2.24% | |
| MRK | F | -2.15% | |
| OMC | A | -2.14% | |
| FDX | D | -2.13% | |
| TXT | F | -2.1% | |
| CI | F | -2.09% | |
| JPM | B | -2.08% | |
| CTSH | D | -2.06% | |
| HCA | D | -2.04% | |
| SNY | D | -1.99% | |
| PFE | F | -1.98% | |
| HAL | F | -1.97% | |
| BK | B | -1.96% | |
| SSNC | D | -1.94% | |
| INGR | C | -1.89% | |
| EMR | A | -1.79% | |
| AIG | B | -1.69% | |
| ACGL | F | -1.64% | |
| CAH | B | -1.52% | |
| KVUE | A | -1.51% | |
| LH | A | -1.48% | |
| AZO | D | -1.48% | |
| JCI | C | -1.47% | |
| JNJ | D | -1.46% | |
| MU | C | -1.46% | |
| ETR | A | -1.45% | |
| STT | A | -1.26% | |
| WKC | D | -1.25% | |
| CVS | F | -1.22% | |
| GTES | A | -1.19% | |
| LKQ | D | -1.18% | |
| CSCO | A | -1.06% | |
| TFC | C | -1.03% | |
| KNX | A | -1.02% | |
| GD | C | -0.99% | |
| SLB | F | -0.97% | |
| BRK.A | D | -0.97% | |
| MHK | D | -0.95% | |
| OMF | A | -0.89% | |
| QRVO | F | -0.76% | |
| OTEX | F | -0.65% |
OCFS: Top Represented Industries & Keywords
BUSA: Top Represented Industries & Keywords
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