OCFS vs. IYZ ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to iShares U.S. Telecommunications ETF (IYZ)
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
$27.24
Average Daily Volume
1,098
20
IYZ
iShares U.S. Telecommunications ETF
IYZ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the telecommunications sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Telecommunications Index (the "underlying index"), which measures the performance of the telecommunications sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.18
Average Daily Volume
793,583
19
Performance
| Period | OCFS | IYZ |
|---|---|---|
| 30 Days | -2.55% | 5.47% |
| 60 Days | 5.21% | 12.94% |
| 90 Days | 9.42% | 19.10% |
| 12 Months | 28.28% |
0 Overlapping Holdings
| Symbol | Grade | Weight in OCFS | Weight in IYZ | Overlap |
|---|
OCFS Overweight 20 Positions Relative to IYZ
OCFS Underweight 19 Positions Relative to IYZ
OCFS: Top Represented Industries & Keywords
IYZ: Top Represented Industries & Keywords
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