OSCV vs. SDVY ETF Comparison
Comparison of Opus Small Cap Value Plus ETF (OSCV) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
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
$34.37
Average Daily Volume
55,706
Number of Holdings
*
70
* may have additional holdings in another (foreign) market
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.Grade (RS Rating)
Last Trade
$33.44
Average Daily Volume
1,030,823
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | OSCV | SDVY |
|---|---|---|
| 30 Days | -2.20% | -2.00% |
| 60 Days | 0.01% | 2.37% |
| 90 Days | 3.57% | 3.09% |
| 12 Months | 15.59% | 33.21% |
OSCV Overweight 63 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | C | 2.85% | |
| CHE | D | 2.54% | |
| CASY | A | 2.38% | |
| VVV | C | 2.31% | |
| CHRD | A | 2.26% | |
| TXRH | A | 2.23% | |
| TTEK | A | 2.2% | |
| NOG | A | 2.19% | |
| KAI | D | 1.85% | |
| ICFI | C | 1.77% | |
| THG | B | 1.76% | |
| PRI | C | 1.7% | |
| CODI | D | 1.62% | |
| ACA | D | 1.6% | |
| EHC | A | 1.56% | |
| KFRC | D | 1.51% | |
| HP | B | 1.49% | |
| OTTR | B | 1.45% | |
| GNTX | C | 1.44% | |
| EGP | F | 1.42% | |
| CW | A | 1.42% | |
| ATR | B | 1.35% | |
| MUSA | A | 1.35% | |
| SPNS | A | 1.33% | |
| SBCF | D | 1.24% | |
| CWT | C | 1.21% | |
| LKFN | C | 1.21% | |
| EFSC | D | 1.21% | |
| BYD | D | 1.2% | |
| POOL | D | 1.19% | |
| EPRT | A | 1.18% | |
| CIVI | A | 1.15% | |
| ASH | A | 1.11% | |
| GPK | A | 1.1% | |
| HCKT | D | 1.08% | |
| GABC | C | 1.06% | |
| HOMB | B | 1.05% | |
| SYBT | B | 1.04% | |
| OSBC | B | 1.03% | |
| EVTC | D | 1.02% | |
| NJR | A | 1.02% | |
| WTBA | D | 0.99% | |
| TRNO | D | 0.97% | |
| CPA | C | 0.97% | |
| KRP | A | 0.97% | |
| LADR | B | 0.95% | |
| SCI | C | 0.94% | |
| AMH | B | 0.92% | |
| BRKR | D | 0.91% | |
| MSM | D | 0.88% | |
| KMPR | B | 0.87% | |
| DOX | D | 0.82% | |
| RICK | F | 0.82% | |
| ADC | B | 0.78% | |
| HIFS | B | 0.76% | |
| FELE | B | 0.75% | |
| APLE | D | 0.73% | |
| VAC | A | 0.71% | |
| NSA | D | 0.69% | |
| WASH | C | 0.68% | |
| FCPT | C | 0.61% | |
| AUDC | F | 0.44% | |
| CHCT | D | 0.4% |
OSCV Underweight 92 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| DELL | A | -1.14% | |
| AMR | C | -1.13% | |
| CHX | B | -1.12% | |
| MGY | A | -1.11% | |
| NSP | A | -1.1% | |
| EDR | A | -1.08% | |
| SM | A | -1.08% | |
| TPL | A | -1.08% | |
| CHK | A | -1.07% | |
| BCC | D | -1.07% | |
| WHD | A | -1.06% | |
| JXN | A | -1.06% | |
| CMC | D | -1.06% | |
| CRBG | B | -1.06% | |
| TEX | B | -1.05% | |
| EME | A | -1.05% | |
| CALM | B | -1.04% | |
| SXC | C | -1.03% | |
| RS | D | -1.03% | |
| PHIN | A | -1.03% | |
| SLVM | A | -1.03% | |
| WTTR | A | -1.03% | |
| MATX | C | -1.03% | |
| CMA | A | -1.03% | |
| STLD | B | -1.03% | |
| HBAN | A | -1.03% | |
| EQH | A | -1.03% | |
| WLK | B | -1.03% | |
| WSM | B | -1.02% | |
| CRC | A | -1.02% | |
| AGCO | B | -1.02% | |
| AESI | A | -1.02% | |
| SLM | A | -1.02% | |
| OMC | A | -1.02% | |
| ITT | B | -1.01% | |
| NTAP | A | -1.01% | |
| CFG | A | -1.01% | |
| FBP | A | -1.01% | |
| ZION | B | -1.01% | |
| RF | B | -1.01% | |
| MLI | A | -1.01% | |
| AOS | B | -1.01% | |
| IBOC | A | -1.0% | |
| WTFC | B | -1.0% | |
| SNA | D | -1.0% | |
| OZK | A | -1.0% | |
| MCRI | D | -1.0% | |
| BPOP | A | -1.0% | |
| CADE | B | -1.0% | |
| SNV | C | -0.99% | |
| FITB | A | -0.99% | |
| GRMN | A | -0.99% | |
| RGA | A | -0.99% | |
| PHM | B | -0.98% | |
| J | C | -0.98% | |
| WMS | C | -0.98% | |
| VOYA | D | -0.98% | |
| DINO | C | -0.98% | |
| CINF | A | -0.98% | |
| UNM | B | -0.98% | |
| AMKR | C | -0.98% | |
| ALLY | A | -0.98% | |
| IEX | D | -0.97% | |
| ESNT | C | -0.97% | |
| SYF | A | -0.97% | |
| VSH | C | -0.97% | |
| EWBC | B | -0.97% | |
| ETD | D | -0.97% | |
| PRDO | B | -0.97% | |
| EXPD | D | -0.97% | |
| MTH | B | -0.97% | |
| RDN | C | -0.96% | |
| IBP | C | -0.96% | |
| AFG | C | -0.96% | |
| BKE | D | -0.96% | |
| WGO | D | -0.96% | |
| TOL | C | -0.96% | |
| KTB | B | -0.95% | |
| LEA | D | -0.95% | |
| DKS | A | -0.95% | |
| CF | C | -0.95% | |
| IPG | D | -0.95% | |
| BEN | D | -0.94% | |
| G | F | -0.94% | |
| MTG | C | -0.94% | |
| EBC | D | -0.94% | |
| EG | D | -0.93% | |
| CCS | D | -0.92% | |
| RL | C | -0.9% | |
| RHI | D | -0.9% | |
| CRI | D | -0.85% | |
| SSTK | D | -0.85% |
OSCV: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Oil & Gas E&P
REIT - Industrial
Software - Infrastructure
Business Services
Engineering & Construction
Medical Care
Packaging & Containers
REIT - Diversified
REIT - Hotel & Motel
Resorts & Casinos
Restaurants
Airlines
Auto Parts
Building Materials
Chemicals
Communication Equipment
Conglomerates
Diagnostics & Research
SDVY: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Residential Construction
Asset Management
Diversified Industrials
Oil & Gas E&P
Apparel Manufacturing
Engineering & Construction
Oil & Gas Equipment & Services
Steel
Advertising Agencies
Auto Parts
Building Materials
Coal
Credit Services
Farm & Construction Equipment
Insurance - Property & Casualty
Insurance - Reinsurance
Insurance - Specialty
Integrated Shipping & Logistics
Lumber & Wood Production
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