REIT vs. OSCV ETF Comparison
Comparison of ALPS Active REIT ETF (REIT) to Opus Small Cap Value Plus ETF (OSCV)
REIT
ALPS Active REIT ETF
REIT Description
The investment seeks total return through dividends and capital appreciation. The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.
Grade (RS Rating)
Last Trade
$24.46
Average Daily Volume
5,245
28
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
$34.43
Average Daily Volume
53,574
70
Performance
| Period | REIT | OSCV |
|---|---|---|
| 30 Days | -2.08% | -2.60% |
| 60 Days | -5.81% | -1.30% |
| 90 Days | -3.62% | 4.27% |
| 12 Months | 3.12% | 16.56% |
1 Overlapping Holdings
| Symbol | Grade | Weight in REIT | Weight in OSCV | Overlap | |
|---|---|---|---|---|---|
| EPRT | A | 2.55% | 1.21% | 1.21% |
REIT Overweight 27 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| EQIX | F | 8.78% | |
| VICI | D | 6.62% | |
| AVB | A | 6.1% | |
| PSA | D | 5.64% | |
| INVH | B | 5.12% | |
| SPG | D | 4.94% | |
| WELL | A | 4.22% | |
| LXP | D | 3.95% | |
| PLD | D | 3.91% | |
| EQR | A | 3.61% | |
| O | B | 3.28% | |
| DLR | B | 3.19% | |
| STAG | D | 2.95% | |
| FR | D | 2.79% | |
| BNL | C | 2.76% | |
| EXR | C | 2.64% | |
| ELS | D | 2.53% | |
| MAC | D | 2.53% | |
| PK | D | 2.43% | |
| KRC | D | 2.31% | |
| BRX | C | 2.21% | |
| OHI | A | 2.11% | |
| HIW | A | 2.09% | |
| COLD | F | 2.04% | |
| DOC | A | 1.71% | |
| ROIC | D | 1.53% | |
| ESRT | D | 1.46% |
REIT Underweight 69 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | D | -2.82% | |
| CASY | B | -2.4% | |
| CHE | F | -2.36% | |
| KBH | B | -2.33% | |
| VVV | B | -2.33% | |
| LECO | D | -2.32% | |
| TXRH | A | -2.29% | |
| CHRD | B | -2.24% | |
| TTEK | A | -2.21% | |
| NOG | B | -2.18% | |
| OC | A | -1.9% | |
| UFPI | C | -1.77% | |
| THG | A | -1.77% | |
| FIX | C | -1.76% | |
| KAI | D | -1.76% | |
| ICFI | C | -1.75% | |
| PRI | D | -1.72% | |
| CODI | D | -1.6% | |
| EHC | A | -1.59% | |
| ACA | B | -1.54% | |
| KFRC | D | -1.49% | |
| OTTR | B | -1.48% | |
| GNTX | D | -1.47% | |
| HP | F | -1.45% | |
| CW | A | -1.43% | |
| MUSA | D | -1.35% | |
| ATR | A | -1.35% | |
| SPNS | B | -1.34% | |
| SBCF | C | -1.32% | |
| CWT | B | -1.31% | |
| EGP | F | -1.31% | |
| EFSC | C | -1.22% | |
| LKFN | D | -1.21% | |
| POOL | F | -1.18% | |
| GGG | D | -1.16% | |
| BYD | F | -1.15% | |
| HOMB | A | -1.14% | |
| CIVI | B | -1.14% | |
| LSTR | D | -1.14% | |
| ASH | A | -1.12% | |
| SYBT | B | -1.11% | |
| GABC | D | -1.09% | |
| GPK | C | -1.08% | |
| OSBC | B | -1.08% | |
| NJR | B | -1.06% | |
| EVTC | F | -1.04% | |
| HCKT | D | -1.04% | |
| WTBA | D | -1.02% | |
| CPA | C | -1.0% | |
| LADR | A | -0.99% | |
| KRP | A | -0.98% | |
| SCI | D | -0.96% | |
| AMH | D | -0.94% | |
| TRNO | D | -0.9% | |
| KMPR | B | -0.9% | |
| MSM | F | -0.88% | |
| BRKR | F | -0.86% | |
| DOX | F | -0.82% | |
| RICK | F | -0.81% | |
| ADC | B | -0.81% | |
| HIFS | C | -0.79% | |
| FELE | D | -0.76% | |
| VAC | C | -0.73% | |
| WASH | C | -0.72% | |
| APLE | F | -0.7% | |
| NSA | D | -0.67% | |
| FCPT | C | -0.63% | |
| AUDC | D | -0.42% | |
| CHCT | F | -0.41% |
REIT: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
Compare ETFs
