OSCV vs. FTRI ETF Comparison
Comparison of Opus Small Cap Value Plus ETF (OSCV) to First Trust Indxx Global Natural Resources Income ETF (FTRI)
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
$40.58
Average Daily Volume
74,482
66
FTRI
First Trust Indxx Global Natural Resources Income ETF
FTRI Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Indxx Global Natural Resources Income Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and/or depositary receipts that comprise the index. The index is a 50-stock free float adjusted market capitalization weighted index designed to measure the market performance of the 50 highest dividend yielding companies involved in the upstream segment of the natural resources sector. The fund is non-diversified.Grade (RS Rating)
Last Trade
$13.16
Average Daily Volume
46,812
20
Performance
| Period | OSCV | FTRI |
|---|---|---|
| 30 Days | 7.61% | -1.71% |
| 60 Days | 7.76% | -1.12% |
| 90 Days | 8.89% | -1.51% |
| 12 Months | 30.21% | 9.67% |
OSCV Overweight 63 Positions Relative to FTRI
| Symbol | Grade | Weight | |
|---|---|---|---|
| CASY | A | 2.78% | |
| TXRH | C | 2.53% | |
| ENSG | D | 2.52% | |
| FIX | A | 2.4% | |
| KAI | A | 2.21% | |
| PRI | A | 2.07% | |
| TTEK | F | 2.06% | |
| KBH | D | 2.04% | |
| CHE | D | 2.03% | |
| OC | A | 1.99% | |
| THG | A | 1.96% | |
| CW | B | 1.91% | |
| ACA | A | 1.89% | |
| SYBT | B | 1.88% | |
| EFSC | B | 1.87% | |
| HWKN | B | 1.83% | |
| SBCF | A | 1.76% | |
| EHC | B | 1.7% | |
| HLI | B | 1.68% | |
| GABC | B | 1.65% | |
| MUSA | A | 1.62% | |
| HOMB | A | 1.58% | |
| WTFC | A | 1.56% | |
| CASH | A | 1.55% | |
| PRIM | A | 1.53% | |
| EPRT | B | 1.53% | |
| LKFN | B | 1.51% | |
| ICFI | F | 1.51% | |
| CODI | B | 1.47% | |
| ATR | B | 1.45% | |
| CHRD | D | 1.41% | |
| WTBA | B | 1.31% | |
| HCKT | B | 1.3% | |
| EGP | F | 1.29% | |
| GGG | B | 1.24% | |
| OTTR | C | 1.23% | |
| CHDN | B | 1.2% | |
| KFRC | D | 1.2% | |
| BYD | C | 1.18% | |
| GPK | C | 1.12% | |
| KMPR | B | 1.1% | |
| HP | B | 1.08% | |
| NJR | A | 1.07% | |
| LADR | B | 1.05% | |
| VCTR | B | 1.04% | |
| SPNS | F | 1.04% | |
| NVT | B | 1.04% | |
| LSTR | D | 1.03% | |
| SCI | B | 1.03% | |
| ADC | B | 0.96% | |
| CPA | D | 0.95% | |
| RRC | B | 0.94% | |
| USLM | A | 0.91% | |
| HIFS | B | 0.91% | |
| AMH | D | 0.88% | |
| TRNO | F | 0.88% | |
| KRP | B | 0.87% | |
| NSA | D | 0.75% | |
| DOX | D | 0.72% | |
| CIVI | D | 0.71% | |
| FELE | B | 0.69% | |
| FCPT | C | 0.69% | |
| AAON | B | 0.66% |
OSCV: Top Represented Industries & Keywords
FTRI: Top Represented Industries & Keywords
Compare ETFs
