OSCV vs. SMIZ ETF Comparison
Comparison of Opus Small Cap Value Plus ETF (OSCV) to Zacks Small/Mid Cap ETF (SMIZ)
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
$39.94
Average Daily Volume
74,853
Number of Holdings
*
67
* may have additional holdings in another (foreign) market
SMIZ
Zacks Small/Mid Cap ETF
SMIZ Description
The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.Grade (RS Rating)
Last Trade
$35.78
Average Daily Volume
15,588
Number of Holdings
*
189
* may have additional holdings in another (foreign) market
Performance
| Period | OSCV | SMIZ |
|---|---|---|
| 30 Days | 5.66% | 6.77% |
| 60 Days | 6.63% | 8.62% |
| 90 Days | 7.17% | 10.36% |
| 12 Months | 28.16% | 37.44% |
OSCV Overweight 61 Positions Relative to SMIZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| CASY | A | 2.69% | |
| ENSG | C | 2.57% | |
| TXRH | B | 2.47% | |
| TTEK | F | 2.39% | |
| KAI | B | 2.23% | |
| CW | C | 2.01% | |
| CHE | D | 2.01% | |
| OC | A | 1.93% | |
| SYBT | B | 1.92% | |
| THG | A | 1.91% | |
| UFPI | C | 1.88% | |
| EFSC | B | 1.86% | |
| ACA | A | 1.85% | |
| NOG | B | 1.81% | |
| HWKN | B | 1.77% | |
| SBCF | B | 1.76% | |
| EHC | B | 1.73% | |
| HLI | A | 1.66% | |
| GABC | B | 1.65% | |
| HOMB | A | 1.56% | |
| CASH | B | 1.55% | |
| LKFN | C | 1.54% | |
| WTFC | A | 1.54% | |
| PRIM | A | 1.51% | |
| ATR | B | 1.48% | |
| EPRT | B | 1.47% | |
| CODI | B | 1.44% | |
| CHRD | D | 1.39% | |
| HCKT | B | 1.31% | |
| WTBA | B | 1.3% | |
| EGP | D | 1.28% | |
| KFRC | D | 1.25% | |
| OTTR | C | 1.23% | |
| CWT | C | 1.23% | |
| GGG | B | 1.21% | |
| CHDN | B | 1.18% | |
| BYD | B | 1.18% | |
| HP | C | 1.15% | |
| GPK | C | 1.12% | |
| USLM | A | 1.11% | |
| SPNS | F | 1.09% | |
| LSTR | D | 1.08% | |
| VCTR | B | 1.07% | |
| LADR | B | 1.05% | |
| NVT | B | 1.05% | |
| NJR | A | 1.02% | |
| SCI | B | 1.01% | |
| HIFS | C | 0.99% | |
| ADC | A | 0.93% | |
| RRC | B | 0.9% | |
| TRNO | F | 0.89% | |
| KRP | B | 0.88% | |
| CPA | D | 0.87% | |
| AMH | C | 0.86% | |
| ASH | F | 0.8% | |
| DOX | D | 0.77% | |
| NSA | C | 0.72% | |
| FELE | B | 0.71% | |
| CIVI | D | 0.7% | |
| AAON | B | 0.69% | |
| FCPT | C | 0.65% |
OSCV Underweight 183 Positions Relative to SMIZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | A | -1.73% | |
| BRBR | A | -1.19% | |
| PRA | C | -1.12% | |
| MCY | A | -1.06% | |
| PODD | C | -1.05% | |
| ADMA | B | -1.05% | |
| NTRS | A | -1.04% | |
| ENR | B | -1.01% | |
| SLVM | B | -1.01% | |
| CBSH | B | -0.96% | |
| SNV | C | -0.96% | |
| COFS | A | -0.95% | |
| KW | C | -0.92% | |
| FISI | B | -0.92% | |
| ANET | C | -0.91% | |
| NTAP | C | -0.9% | |
| DDOG | A | -0.9% | |
| FULT | A | -0.89% | |
| RYAN | A | -0.88% | |
| FLS | B | -0.86% | |
| LRN | A | -0.84% | |
| MCK | A | -0.84% | |
| LNG | A | -0.84% | |
| TROW | B | -0.81% | |
| NPAB | F | -0.8% | |
| GWRE | A | -0.79% | |
| PRM | C | -0.79% | |
| ALX | D | -0.79% | |
| WMB | A | -0.78% | |
| ICUI | D | -0.76% | |
| CBAN | B | -0.76% | |
| TOL | B | -0.76% | |
| NRIM | A | -0.74% | |
| AXTA | B | -0.73% | |
| RMBS | B | -0.72% | |
| AYI | B | -0.71% | |
| MEDP | D | -0.71% | |
| TMHC | C | -0.71% | |
| PK | C | -0.69% | |
| IBKR | A | -0.69% | |
| HHH | B | -0.69% | |
| CEG | C | -0.68% | |
| ZUO | B | -0.68% | |
| NI | A | -0.67% | |
| CHCO | B | -0.65% | |
| RCL | A | -0.65% | |
| BMI | B | -0.65% | |
| YEXT | B | -0.64% | |
| BSRR | B | -0.63% | |
| IR | B | -0.62% | |
| SOFI | B | -0.62% | |
| VMI | B | -0.61% | |
| CINF | A | -0.61% | |
| OHI | C | -0.6% | |
| WTS | B | -0.59% | |
| TTWO | A | -0.59% | |
| VECO | F | -0.58% | |
| GLW | B | -0.57% | |
| HQY | A | -0.57% | |
| HUBB | B | -0.57% | |
| HIG | B | -0.57% | |
| VST | A | -0.57% | |
| TWLO | A | -0.57% | |
| BMRC | B | -0.57% | |
| NCLH | B | -0.56% | |
| ALRS | D | -0.55% | |
| JHG | B | -0.55% | |
| ARVN | F | -0.55% | |
| EIX | B | -0.54% | |
| KREF | C | -0.54% | |
| MATX | C | -0.54% | |
| APH | A | -0.54% | |
| ANF | F | -0.54% | |
| UAL | A | -0.53% | |
| PHM | D | -0.51% | |
| LDOS | C | -0.5% | |
| WING | D | -0.5% | |
| ALTR | B | -0.5% | |
| MASI | B | -0.49% | |
| IRDM | D | -0.49% | |
| UNM | A | -0.49% | |
| COIN | C | -0.49% | |
| ZBRA | B | -0.49% | |
| FLR | B | -0.48% | |
| BAH | F | -0.47% | |
| WEAV | C | -0.47% | |
| CMTG | F | -0.46% | |
| SPT | C | -0.46% | |
| ALKS | C | -0.46% | |
| RMD | C | -0.45% | |
| SIRI | C | -0.44% | |
| JANX | C | -0.44% | |
| MHO | D | -0.44% | |
| CHRW | B | -0.43% | |
| UIS | B | -0.43% | |
| NWPX | A | -0.43% | |
| TAP | C | -0.43% | |
| ITT | A | -0.43% | |
| WAB | B | -0.43% | |
| DUOL | A | -0.42% | |
| TXT | D | -0.41% | |
| HCAT | D | -0.41% | |
| CSL | C | -0.4% | |
| GTLB | B | -0.4% | |
| POWL | C | -0.4% | |
| BTU | B | -0.39% | |
| TSN | B | -0.38% | |
| EXPD | C | -0.38% | |
| ILMN | C | -0.38% | |
| CARG | B | -0.38% | |
| KRYS | C | -0.38% | |
| AGNC | C | -0.37% | |
| APPF | B | -0.37% | |
| SPSC | D | -0.36% | |
| THC | D | -0.36% | |
| DRI | B | -0.36% | |
| HY | D | -0.36% | |
| VCYT | B | -0.36% | |
| CRS | B | -0.36% | |
| HOLX | D | -0.36% | |
| FTNT | C | -0.35% | |
| GAP | C | -0.35% | |
| URBN | C | -0.35% | |
| AOSL | C | -0.35% | |
| QLYS | B | -0.34% | |
| OKTA | C | -0.34% | |
| GRBK | D | -0.34% | |
| KKR | A | -0.34% | |
| CBOE | C | -0.33% | |
| DOCU | B | -0.33% | |
| ROST | D | -0.32% | |
| UI | B | -0.32% | |
| RDFN | D | -0.32% | |
| ACGL | C | -0.32% | |
| OMC | C | -0.32% | |
| RIOT | C | -0.31% | |
| HAE | C | -0.31% | |
| LHX | C | -0.3% | |
| HSTM | B | -0.3% | |
| CCS | D | -0.3% | |
| COOP | B | -0.29% | |
| ALLO | F | -0.29% | |
| UHS | D | -0.28% | |
| FSLY | D | -0.28% | |
| RBB | B | -0.28% | |
| HRB | D | -0.27% | |
| MGM | D | -0.27% | |
| PCVX | D | -0.26% | |
| WMS | F | -0.26% | |
| EPC | F | -0.26% | |
| MTG | C | -0.26% | |
| EVTC | B | -0.25% | |
| GNTY | A | -0.24% | |
| AZEK | A | -0.24% | |
| INSP | D | -0.24% | |
| WASH | C | -0.23% | |
| NYT | D | -0.23% | |
| EVER | D | -0.23% | |
| IRM | C | -0.22% | |
| ZM | C | -0.22% | |
| OPCH | D | -0.21% | |
| BRO | B | -0.21% | |
| PARR | F | -0.21% | |
| AIZ | A | -0.21% | |
| SN | D | -0.2% | |
| HL | D | -0.2% | |
| CPF | B | -0.19% | |
| POST | C | -0.19% | |
| PHR | F | -0.19% | |
| TMDX | F | -0.19% | |
| EXAS | D | -0.19% | |
| STNE | F | -0.19% | |
| AXS | A | -0.17% | |
| DFH | D | -0.17% | |
| CWCO | C | -0.16% | |
| BMRN | F | -0.16% | |
| AFL | B | -0.14% | |
| AEO | F | -0.13% | |
| STKS | F | -0.12% | |
| COUR | F | -0.12% | |
| HRTX | F | -0.09% | |
| RUN | F | -0.08% | |
| SPCE | D | -0.04% |
OSCV: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Diversified Industrials
Building Materials
Engineering & Construction
REIT - Industrial
Business Services
Medical Care
Packaging & Containers
REIT - Diversified
Savings & Cooperative Banks
Software - Infrastructure
Airlines
Asset Management
Capital Markets
Chemicals
Conglomerates
Electronic Components
Gambling
Grocery Stores
SMIZ: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Software - Application
Biotechnology
Residential Construction
Diversified Industrials
Software - Infrastructure
Apparel Stores
Electronic Components
Medical Instruments & Supplies
Asset Management
Health Information Services
Insurance - Diversified
Insurance - Property & Casualty
Business Services
Diagnostics & Research
Engineering & Construction
Insurance - Life
Medical Care
Medical Devices
Metal Fabrication
Compare ETFs
