OCFS vs. KNGZ ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ)
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
$28.08
Average Daily Volume
1,237
20
KNGZ
First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ Description
The fund will normally invest at least 90% of its net assets (plus any borrowings for investment purposes) in the securities that comprise the index. According to the index provider to the new index, the new index measures the performance of companies within the S&P 500 Index that have demonstrated stable or increasing dividend per share amounts.Grade (RS Rating)
Last Trade
$34.45
Average Daily Volume
7,265
94
Performance
| Period | OCFS | KNGZ |
|---|---|---|
| 30 Days | 0.57% | 0.65% |
| 60 Days | 5.02% | 1.70% |
| 90 Days | 9.91% | 3.50% |
| 12 Months | 24.94% |
OCFS Underweight 92 Positions Relative to KNGZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | B | -3.88% | |
| IBM | C | -3.61% | |
| HPE | B | -3.52% | |
| TXN | C | -3.36% | |
| VZ | C | -3.2% | |
| MCHP | F | -2.54% | |
| QCOM | F | -2.44% | |
| IPG | D | -2.27% | |
| BEN | C | -2.11% | |
| ACN | B | -2.01% | |
| BMY | B | -1.92% | |
| ADI | D | -1.87% | |
| CMCSA | B | -1.73% | |
| HAS | D | -1.67% | |
| BBY | D | -1.54% | |
| TROW | B | -1.54% | |
| CVS | D | -1.54% | |
| OMC | C | -1.54% | |
| GPC | D | -1.38% | |
| PRU | A | -1.37% | |
| APH | A | -1.3% | |
| NTRS | A | -1.11% | |
| UPS | C | -1.1% | |
| MDT | D | -1.1% | |
| MTB | A | -1.07% | |
| ABBV | F | -1.06% | |
| JNJ | C | -1.06% | |
| PFG | D | -1.05% | |
| MCD | D | -1.03% | |
| HD | B | -1.0% | |
| GRMN | B | -0.99% | |
| MRK | D | -0.94% | |
| MSFT | D | -0.93% | |
| KLAC | F | -0.91% | |
| OKE | A | -0.86% | |
| PM | B | -0.85% | |
| CINF | A | -0.84% | |
| MET | A | -0.82% | |
| CAG | F | -0.82% | |
| CVX | A | -0.81% | |
| LOW | C | -0.76% | |
| PAYX | B | -0.74% | |
| KVUE | A | -0.74% | |
| CAH | B | -0.73% | |
| DGX | A | -0.72% | |
| NKE | F | -0.72% | |
| ABT | B | -0.71% | |
| HRL | D | -0.7% | |
| SNA | A | -0.69% | |
| KMB | C | -0.67% | |
| CTRA | B | -0.66% | |
| CME | B | -0.66% | |
| TSN | B | -0.66% | |
| CI | D | -0.64% | |
| SWK | D | -0.63% | |
| EG | C | -0.62% | |
| GIS | D | -0.61% | |
| UNH | B | -0.59% | |
| CMI | A | -0.59% | |
| FAST | B | -0.59% | |
| ITW | B | -0.59% | |
| XOM | B | -0.58% | |
| TRV | B | -0.58% | |
| AMCR | C | -0.58% | |
| AFL | B | -0.57% | |
| BDX | F | -0.57% | |
| K | A | -0.57% | |
| CHRW | B | -0.56% | |
| EOG | A | -0.56% | |
| NSC | B | -0.56% | |
| POOL | C | -0.56% | |
| UNP | C | -0.55% | |
| EMR | B | -0.55% | |
| LMT | D | -0.53% | |
| ADP | A | -0.52% | |
| FMC | D | -0.48% | |
| O | C | -0.48% | |
| LEN | C | -0.46% | |
| EVRG | A | -0.46% | |
| PNW | A | -0.45% | |
| ES | C | -0.42% | |
| FRT | B | -0.41% | |
| ETR | B | -0.41% | |
| MAA | B | -0.4% | |
| EMN | C | -0.39% | |
| EIX | B | -0.38% | |
| AEP | C | -0.36% | |
| DLR | B | -0.35% | |
| ESS | B | -0.35% | |
| CF | A | -0.34% | |
| APD | A | -0.33% | |
| AVB | B | -0.32% |
OCFS: Top Represented Industries & Keywords
KNGZ: Top Represented Industries & Keywords
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