REZ vs. OSCV ETF Comparison
Comparison of iShares Residential Real Estate Capped ETF (REZ) to Opus Small Cap Value Plus ETF (OSCV)
REZ
iShares Residential Real Estate Capped ETF
REZ Description
The investment seeks to track the investment results of an index composed of U.S. residential, healthcare and self-storage real estate equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the residential, healthcare and self-storage real estate sectors of the U.S. equity market. Components primarily include real estate investment trusts ("REITs"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$73.68
Average Daily Volume
36,681
37
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
$35.27
Average Daily Volume
53,972
71
Performance
| Period | REZ | OSCV |
|---|---|---|
| 30 Days | 0.75% | -0.44% |
| 60 Days | 2.63% | 0.56% |
| 90 Days | 7.51% | 5.41% |
| 12 Months | 4.01% | 17.25% |
REZ Overweight 34 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| WELL | A | 13.52% | |
| PSA | C | 10.5% | |
| EXR | C | 7.42% | |
| AVB | A | 6.93% | |
| EQR | A | 6.21% | |
| VTR | B | 4.63% | |
| ESS | A | 4.58% | |
| INVH | B | 4.41% | |
| MAA | B | 4.39% | |
| SUI | D | 3.88% | |
| DOC | A | 3.88% | |
| UDR | B | 3.54% | |
| ELS | D | 3.22% | |
| CPT | B | 2.99% | |
| CUBE | D | 2.66% | |
| OHI | C | 2.19% | |
| AIRC | A | 1.62% | |
| HR | B | 1.59% | |
| IRT | B | 1.03% | |
| SBRA | B | 0.94% | |
| CTRE | C | 0.86% | |
| MPW | D | 0.82% | |
| NHI | A | 0.77% | |
| LTC | A | 0.39% | |
| ELME | B | 0.38% | |
| VRE | C | 0.34% | |
| AIV | B | 0.33% | |
| CSR | A | 0.3% | |
| UMH | B | 0.28% | |
| NXRT | B | 0.22% | |
| DHC | F | 0.16% | |
| GMRE | D | 0.14% | |
| UHT | C | 0.13% | |
| BRT | C | 0.06% |
REZ Underweight 68 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | D | -2.91% | |
| CASY | A | -2.44% | |
| KBH | B | -2.41% | |
| VVV | D | -2.36% | |
| CHE | D | -2.36% | |
| TXRH | B | -2.33% | |
| LECO | D | -2.26% | |
| TTEK | A | -2.23% | |
| CHRD | B | -2.14% | |
| NOG | C | -2.03% | |
| OC | A | -1.96% | |
| ICFI | C | -1.81% | |
| UFPI | C | -1.8% | |
| THG | A | -1.79% | |
| FIX | A | -1.73% | |
| PRI | D | -1.71% | |
| KAI | D | -1.67% | |
| CODI | D | -1.64% | |
| EHC | A | -1.62% | |
| ACA | A | -1.55% | |
| OTTR | B | -1.52% | |
| KFRC | D | -1.48% | |
| GNTX | D | -1.46% | |
| CW | A | -1.46% | |
| ATR | A | -1.42% | |
| HP | D | -1.39% | |
| CWT | B | -1.38% | |
| MUSA | C | -1.34% | |
| EGP | D | -1.34% | |
| SPNS | B | -1.33% | |
| SBCF | C | -1.32% | |
| EPRT | A | -1.25% | |
| LKFN | C | -1.24% | |
| EFSC | B | -1.24% | |
| HWKN | A | -1.23% | |
| POOL | D | -1.16% | |
| GGG | D | -1.14% | |
| HOMB | B | -1.13% | |
| SYBT | B | -1.12% | |
| LSTR | D | -1.12% | |
| ASH | A | -1.12% | |
| CIVI | B | -1.11% | |
| NJR | B | -1.1% | |
| OSBC | B | -1.08% | |
| GABC | C | -1.08% | |
| HCKT | F | -1.06% | |
| WTBA | B | -1.06% | |
| GPK | C | -1.05% | |
| EVTC | D | -1.04% | |
| LADR | B | -1.01% | |
| BYD | F | -0.99% | |
| CPA | C | -0.99% | |
| SCI | D | -0.98% | |
| KRP | A | -0.96% | |
| TRNO | D | -0.91% | |
| KMPR | B | -0.91% | |
| MSM | D | -0.87% | |
| BRKR | D | -0.86% | |
| ADC | B | -0.82% | |
| RICK | F | -0.82% | |
| DOX | F | -0.81% | |
| HIFS | B | -0.8% | |
| WASH | B | -0.74% | |
| FELE | C | -0.73% | |
| APLE | D | -0.71% | |
| VAC | C | -0.69% | |
| FCPT | B | -0.64% | |
| AUDC | F | -0.27% |
REZ: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
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