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
71
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 solutionsGrade (RS Rating)
Last Trade
$27.86
Average Daily Volume
112,033
41
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% |
OSCV: Top Represented Industries & Keywords
FINX: Top Represented Industries & Keywords