OSCV vs. FINX ETF Comparison

Comparison of Opus Small Cap Value Plus ETF (OSCV) to Global X FinTech Thematic ETF (FINX)
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

$35.96

Average Daily Volume

36,812

Number of Holdings *

71

* may have additional holdings in another (foreign) market
FINX

Global X FinTech Thematic ETF

FINX Description The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$27.86

Average Daily Volume

112,033

Number of Holdings *

41

* may have additional holdings in another (foreign) market
Performance
Period OSCV FINX
30 Days 4.91% 5.17%
60 Days 8.68% 14.41%
90 Days 7.44% 8.96%
12 Months 18.22% 38.53%
1 Overlapping Holdings
Symbol Grade Weight in OSCV Weight in FINX Overlap
SPNS B 1.32% 0.47% 0.47%
OSCV Overweight 70 Positions Relative to FINX
Symbol Grade Weight
ENSG B 2.87%
CHE B 2.59%
LECO B 2.54%
KBH C 2.4%
CASY B 2.35%
VVV B 2.34%
TXRH B 2.16%
CHRD B 2.03%
TTEK B 2.02%
KAI C 1.95%
NOG C 1.94%
PRI B 1.91%
OC A 1.85%
UFPI C 1.81%
ICFI C 1.8%
FIX B 1.76%
THG D 1.69%
ACA B 1.64%
CODI B 1.64%
KFRC B 1.57%
GNTX B 1.48%
HP C 1.47%
EGP C 1.47%
EHC B 1.43%
OTTR D 1.38%
CW A 1.36%
ATR B 1.34%
SBCF D 1.33%
MUSA C 1.29%
GGG A 1.27%
POOL B 1.26%
LKFN D 1.25%
CWT F 1.21%
EFSC D 1.2%
EPRT B 1.18%
LSTR D 1.15%
BYD D 1.13%
HCKT C 1.12%
GPK B 1.11%
CIVI C 1.11%
ASH C 1.09%
GABC B 1.07%
HOMB D 1.06%
SYBT D 1.05%
WTBA F 1.03%
TRNO B 1.02%
NJR D 1.01%
OSBC D 1.01%
EVTC F 1.01%
CPA C 0.99%
HIFS F 0.98%
LADR C 0.98%
BRKR B 0.97%
SCI C 0.95%
KRP B 0.93%
AMH B 0.92%
MSM C 0.91%
KMPR B 0.9%
RICK F 0.86%
DOX D 0.83%
ADC F 0.76%
FELE B 0.75%
APLE C 0.74%
WASH D 0.71%
VAC C 0.7%
NSA C 0.69%
FCPT C 0.62%
AUDC C 0.53%
CHCT D 0.4%
NEWT F 0.14%
OSCV Underweight 40 Positions Relative to FINX
Symbol Grade Weight
PYPL C -6.41%
SQ C -6.18%
FIS B -6.1%
INTU C -5.75%
COIN C -5.64%
GPN D -4.55%
SSNC B -4.34%
XRX D -3.66%
JKHY D -3.41%
TOST C -2.84%
AFRM D -2.65%
GWRE D -2.53%
SOFI F -1.98%
HQY C -1.92%
BILL F -1.9%
MARA D -1.32%
STNE D -1.28%
FOUR D -1.14%
ACIW B -0.97%
NCNO D -0.93%
ENV C -0.85%
FLYW D -0.82%
PAGS C -0.79%
AMK C -0.73%
DLO F -0.69%
RIOT F -0.67%
UPST F -0.62%
VIRT B -0.49%
VERX C -0.48%
MLNK F -0.39%
CIFR C -0.33%
LMND F -0.31%
LPRO F -0.25%
LC D -0.25%
BLND C -0.2%
TREE C -0.15%
MITK C -0.15%
IIIV C -0.14%
PAY B -0.13%
CTLP F -0.12%
Compare ETFs