OCIO vs. FCEF ETF Comparison
Comparison of ClearShares OCIO ETF (OCIO) to First Trust CEF Income Opportunity ETF (FCEF)
OCIO
ClearShares OCIO ETF
OCIO Description
The investment seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in underlying funds that principally invest in equity securities of any market capitalization. It is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.
Grade (RS Rating)
Last Trade
$31.51
Average Daily Volume
970
Number of Holdings
*
15
* may have additional holdings in another (foreign) market
FCEF
First Trust CEF Income Opportunity ETF
FCEF Description
The First Trust CEF Income Opportunity ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide current income with a secondary emphasis on total return. Under normal market conditions, the Fund will seek to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of closed-end investment companies that are listed and traded in the United States on registered exchanges.Grade (RS Rating)
Last Trade
$20.46
Average Daily Volume
5,916
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
Performance
| Period | OCIO | FCEF |
|---|---|---|
| 30 Days | -2.00% | -0.90% |
| 60 Days | -2.36% | 0.86% |
| 90 Days | 0.07% | 2.57% |
| 12 Months | 9.29% | 14.03% |
0 Overlapping Holdings
| Symbol | Grade | Weight in OCIO | Weight in FCEF | Overlap |
|---|
OCIO Underweight 48 Positions Relative to FCEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| ETG | C | -3.95% | |
| ARDC | A | -3.52% | |
| HQH | C | -3.52% | |
| THQ | A | -3.52% | |
| HTD | A | -3.35% | |
| SOR | A | -3.31% | |
| VRIG | A | -3.24% | |
| ETO | C | -3.23% | |
| ASGI | A | -3.22% | |
| EVT | B | -3.2% | |
| GDV | D | -3.01% | |
| JQC | A | -2.8% | |
| TY | C | -2.76% | |
| BST | C | -2.66% | |
| GHY | B | -2.51% | |
| RNP | D | -2.5% | |
| UTF | A | -2.49% | |
| JPC | A | -2.49% | |
| BGB | A | -2.29% | |
| PDO | A | -2.26% | |
| BCAT | B | -1.99% | |
| CET | A | -1.98% | |
| GAM | A | -1.97% | |
| JFR | A | -1.75% | |
| UTG | A | -1.74% | |
| RVT | C | -1.72% | |
| EVG | A | -1.54% | |
| PEO | B | -1.52% | |
| NPFD | B | -1.5% | |
| JRI | B | -1.49% | |
| PGZ | C | -1.48% | |
| DSL | C | -1.25% | |
| CII | C | -0.99% | |
| AIO | A | -0.98% | |
| BCX | A | -0.78% | |
| BUI | A | -0.77% | |
| QQQX | C | -0.74% | |
| HIO | C | -0.72% | |
| BIT | B | -0.66% | |
| KYN | B | -0.52% | |
| HQL | B | -0.51% | |
| PDX | B | -0.5% | |
| JLS | A | -0.5% | |
| RMT | C | -0.49% | |
| TPZ | A | -0.48% | |
| DLY | C | -0.25% | |
| BME | C | -0.25% | |
| IGI | C | -0.02% |
OCIO: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
U.S. Treasury
Bond
Bloomberg Barclays Us Aggregate Bond Index
Bond Market
Stock Market Index
U.S. Government
Index Fund
Bond Market Indices
Exchange Traded Funds
Government Bonds
Fixed Income
Merrill Lynch
Yield
Bear Market ETF
Betashares
Bond Fund
Corporate Bond
Debt
FCEF: Top Represented Industries & Keywords
Industries:
Asset Management
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