OSCV vs. DDLS ETF Comparison
Comparison of Opus Small Cap Value Plus ETF (OSCV) to WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS)
OSCV
Opus Small Cap Value Plus ETF
OSCV Description
The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").
Grade (RS Rating)
Last Trade
$34.86
Average Daily Volume
53,698
70
DDLS
WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund
DDLS Description
The investment seeks to track the WisdomTree Dynamic Currency Hedged International SmallCap Equity Index. The fund will invest at least 80% of its total assets in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a dividend weighted index designed to provide exposure to small-capitalization equity securities in the industrialized world, excluding Canada and U.S., while at the same time dynamically hedging currency exposure to fluctuations between the value of foreign currencies and the USD. It is non-diversified.Grade (RS Rating)
Last Trade
$34.58
Average Daily Volume
26,724
4
Performance
Period | OSCV | DDLS |
---|---|---|
30 Days | -1.25% | 1.53% |
60 Days | -0.75% | 3.43% |
90 Days | 6.12% | 6.66% |
12 Months | 16.00% | 10.69% |
1 Overlapping Holdings
Symbol | Grade | Weight in OSCV | Weight in DDLS | Overlap | |
---|---|---|---|---|---|
AUDC | D | 0.42% | 0.05% | 0.05% |
OSCV Overweight 69 Positions Relative to DDLS
Symbol | Grade | Weight | |
---|---|---|---|
ENSG | D | 2.82% | |
CASY | A | 2.4% | |
CHE | D | 2.36% | |
KBH | C | 2.33% | |
VVV | C | 2.33% | |
LECO | D | 2.32% | |
TXRH | A | 2.29% | |
CHRD | B | 2.24% | |
TTEK | A | 2.21% | |
NOG | B | 2.18% | |
OC | A | 1.9% | |
UFPI | C | 1.77% | |
THG | A | 1.77% | |
FIX | A | 1.76% | |
KAI | D | 1.76% | |
ICFI | C | 1.75% | |
PRI | D | 1.72% | |
CODI | D | 1.6% | |
EHC | A | 1.59% | |
ACA | C | 1.54% | |
KFRC | F | 1.49% | |
OTTR | B | 1.48% | |
GNTX | D | 1.47% | |
HP | F | 1.45% | |
CW | B | 1.43% | |
MUSA | D | 1.35% | |
ATR | A | 1.35% | |
SPNS | B | 1.34% | |
SBCF | C | 1.32% | |
CWT | B | 1.31% | |
EGP | F | 1.31% | |
EFSC | C | 1.22% | |
EPRT | A | 1.21% | |
LKFN | D | 1.21% | |
POOL | D | 1.18% | |
GGG | D | 1.16% | |
BYD | F | 1.15% | |
HOMB | B | 1.14% | |
CIVI | B | 1.14% | |
LSTR | D | 1.14% | |
ASH | B | 1.12% | |
SYBT | B | 1.11% | |
GABC | D | 1.09% | |
GPK | D | 1.08% | |
OSBC | B | 1.08% | |
NJR | B | 1.06% | |
EVTC | F | 1.04% | |
HCKT | D | 1.04% | |
WTBA | D | 1.02% | |
CPA | C | 1.0% | |
LADR | B | 0.99% | |
KRP | A | 0.98% | |
SCI | D | 0.96% | |
AMH | C | 0.94% | |
TRNO | F | 0.9% | |
KMPR | B | 0.9% | |
MSM | F | 0.88% | |
BRKR | D | 0.86% | |
DOX | D | 0.82% | |
RICK | F | 0.81% | |
ADC | B | 0.81% | |
HIFS | B | 0.79% | |
FELE | D | 0.76% | |
VAC | C | 0.73% | |
WASH | C | 0.72% | |
APLE | F | 0.7% | |
NSA | D | 0.67% | |
FCPT | B | 0.63% | |
CHCT | F | 0.41% |
OSCV: Top Represented Industries & Keywords
DDLS: Top Represented Industries & Keywords