OSCV vs. UPGD ETF Comparison
Comparison of Opus Small Cap Value Plus ETF (OSCV) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
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
67
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD Description
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations ("ANR"), an affiliate of the index provider.Grade (RS Rating)
Last Trade
$73.97
Average Daily Volume
1,708
48
Performance
| Period | OSCV | UPGD |
|---|---|---|
| 30 Days | 5.66% | 3.42% |
| 60 Days | 6.63% | 4.83% |
| 90 Days | 7.17% | 5.85% |
| 12 Months | 28.16% | 33.71% |
0 Overlapping Holdings
| Symbol | Grade | Weight in OSCV | Weight in UPGD | Overlap |
|---|
OSCV Overweight 67 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| CASY | A | 2.69% | |
| ENSG | C | 2.57% | |
| TXRH | B | 2.47% | |
| TTEK | F | 2.39% | |
| FIX | A | 2.29% | |
| KAI | B | 2.23% | |
| KBH | D | 2.11% | |
| PRI | B | 2.05% | |
| 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% | |
| ICFI | F | 1.84% | |
| NOG | B | 1.81% | |
| HWKN | B | 1.77% | |
| SBCF | B | 1.76% | |
| EHC | B | 1.73% | |
| HLI | A | 1.66% | |
| GABC | B | 1.65% | |
| MUSA | B | 1.57% | |
| 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% | |
| KMPR | A | 1.04% | |
| 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 48 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -3.48% | |
| CVNA | B | -3.0% | |
| TOST | B | -2.95% | |
| KMI | A | -2.45% | |
| SNAP | D | -2.37% | |
| RL | C | -2.36% | |
| EPAM | B | -2.28% | |
| PCAR | B | -2.28% | |
| IP | A | -2.25% | |
| INTC | C | -2.2% | |
| T | A | -2.15% | |
| ODFL | C | -2.15% | |
| XEL | A | -2.15% | |
| CAH | B | -2.09% | |
| CARR | C | -2.06% | |
| CLX | A | -2.06% | |
| SHW | B | -2.05% | |
| CHRW | B | -2.04% | |
| HPQ | B | -2.01% | |
| CTSH | B | -2.0% | |
| EBAY | D | -2.0% | |
| CHD | A | -1.98% | |
| NOC | D | -1.98% | |
| DGX | A | -1.97% | |
| MMM | D | -1.94% | |
| LMT | D | -1.94% | |
| BBY | D | -1.93% | |
| ECL | D | -1.91% | |
| SO | C | -1.9% | |
| MOS | F | -1.89% | |
| EIX | B | -1.87% | |
| VZ | C | -1.85% | |
| HSIC | C | -1.84% | |
| STX | C | -1.83% | |
| SJM | D | -1.77% | |
| BALL | F | -1.77% | |
| AMCR | C | -1.77% | |
| HRL | D | -1.76% | |
| TSN | B | -1.75% | |
| KMX | B | -1.75% | |
| KHC | F | -1.73% | |
| KMB | C | -1.73% | |
| CPB | D | -1.66% | |
| LYB | F | -1.65% | |
| SIRI | C | -1.58% | |
| TFX | F | -1.56% | |
| HII | F | -1.43% | |
| DG | F | -1.16% |
OSCV: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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