BAMU vs. OSCV ETF Comparison
Comparison of Brookstone Ultra-Short Bond ETF (BAMU) to Opus Small Cap Value Plus ETF (OSCV)
BAMU
Brookstone Ultra-Short Bond ETF
BAMU Description
The fund is an actively managed exchange traded fund ("ETF") that, under normal circumstances, invests at least 80% of its net assets in U.S. Treasuries and investment grade corporate bonds with a 0-2 year maturity range, including unaffiliated ETFs purchased in the secondary market that invest substantially all of their assets in such fixed income instruments.
Grade (RS Rating)
Last Trade
$25.47
Average Daily Volume
7,673
Number of Holdings
*
4
* may have additional holdings in another (foreign) market
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
$40.58
Average Daily Volume
74,482
Number of Holdings
*
66
* may have additional holdings in another (foreign) market
Performance
| Period | BAMU | OSCV |
|---|---|---|
| 30 Days | 0.34% | 7.61% |
| 60 Days | 0.65% | 7.76% |
| 90 Days | 1.08% | 8.89% |
| 12 Months | 4.32% | 30.21% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BAMU | Weight in OSCV | Overlap |
|---|
BAMU Underweight 66 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| CASY | A | -2.78% | |
| TXRH | C | -2.53% | |
| ENSG | D | -2.52% | |
| FIX | A | -2.4% | |
| KAI | A | -2.21% | |
| PRI | A | -2.07% | |
| TTEK | F | -2.06% | |
| KBH | D | -2.04% | |
| CHE | D | -2.03% | |
| OC | A | -1.99% | |
| THG | A | -1.96% | |
| CW | B | -1.91% | |
| ACA | A | -1.89% | |
| SYBT | B | -1.88% | |
| NOG | A | -1.88% | |
| EFSC | B | -1.87% | |
| HWKN | B | -1.83% | |
| UFPI | B | -1.8% | |
| SBCF | A | -1.76% | |
| EHC | B | -1.7% | |
| HLI | B | -1.68% | |
| GABC | B | -1.65% | |
| MUSA | A | -1.62% | |
| HOMB | A | -1.58% | |
| WTFC | A | -1.56% | |
| CASH | A | -1.55% | |
| PRIM | A | -1.53% | |
| EPRT | B | -1.53% | |
| LKFN | B | -1.51% | |
| ICFI | F | -1.51% | |
| CODI | B | -1.47% | |
| ATR | B | -1.45% | |
| CHRD | D | -1.41% | |
| WTBA | B | -1.31% | |
| HCKT | B | -1.3% | |
| EGP | F | -1.29% | |
| CWT | D | -1.25% | |
| GGG | B | -1.24% | |
| OTTR | C | -1.23% | |
| CHDN | B | -1.2% | |
| KFRC | D | -1.2% | |
| BYD | C | -1.18% | |
| GPK | C | -1.12% | |
| KMPR | B | -1.1% | |
| HP | B | -1.08% | |
| NJR | A | -1.07% | |
| LADR | B | -1.05% | |
| VCTR | B | -1.04% | |
| SPNS | F | -1.04% | |
| NVT | B | -1.04% | |
| LSTR | D | -1.03% | |
| SCI | B | -1.03% | |
| ADC | B | -0.96% | |
| CPA | D | -0.95% | |
| RRC | B | -0.94% | |
| USLM | A | -0.91% | |
| HIFS | B | -0.91% | |
| AMH | D | -0.88% | |
| TRNO | F | -0.88% | |
| KRP | B | -0.87% | |
| NSA | D | -0.75% | |
| DOX | D | -0.72% | |
| CIVI | D | -0.71% | |
| FELE | B | -0.69% | |
| FCPT | C | -0.69% | |
| AAON | B | -0.66% |
BAMU: Top Represented Industries & Keywords
Industries:
Keywords:
Exchange Traded Fund
Index Fund
U.S. Treasury
Us Treasury
Barclays
Bloomberg Barclays Us Aggregate Bond Index
Bond
Bond Market
Cash And Cash Equivalents
Clan Barclay
Public–Private Investment Program For Legacy Assets
Structured Finance
Swaps
United States Savings Bonds
United States Treasury Security
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
Conglomerates
Electronic Components
Gambling
Grocery Stores
Infrastructure Operations
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