DVLU vs. OSCV ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to Opus Small Cap Value Plus ETF (OSCV)
DVLU
First Trust Dorsey Wright Momentum & Value ETF
DVLU Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Value Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 most undervalued stocks comprising the NASDAQ US Large Mid Index that exhibit high levels of "relative strength." The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.50
Average Daily Volume
5,775
50
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
$34.05
Average Daily Volume
41,050
71
Performance
| Period | DVLU | OSCV |
|---|---|---|
| 30 Days | -3.64% | -0.33% |
| 60 Days | -4.37% | -1.98% |
| 90 Days | -7.36% | -3.21% |
| 12 Months | 19.68% | 9.83% |
DVLU Overweight 48 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| THC | C | 3.48% | |
| CRBG | C | 3.37% | |
| RGA | C | 3.3% | |
| MTH | D | 2.99% | |
| ORI | D | 2.97% | |
| AIG | D | 2.94% | |
| FCNCA | C | 2.89% | |
| TMHC | D | 2.87% | |
| OMF | D | 2.72% | |
| COF | D | 2.72% | |
| TOL | D | 2.62% | |
| PHM | D | 2.61% | |
| CAH | D | 2.61% | |
| VLO | D | 2.6% | |
| NRG | D | 2.56% | |
| LEN | D | 2.53% | |
| PBF | F | 2.43% | |
| PSX | D | 2.39% | |
| DHI | D | 2.37% | |
| MPC | D | 2.31% | |
| KR | C | 2.19% | |
| STWD | D | 2.11% | |
| GPS | C | 2.04% | |
| DELL | C | 1.99% | |
| TPR | C | 1.98% | |
| CLF | D | 1.93% | |
| JLL | B | 1.8% | |
| CROX | C | 1.73% | |
| TRV | D | 1.69% | |
| NUE | F | 1.64% | |
| MCK | B | 1.5% | |
| NSIT | C | 1.49% | |
| STLD | D | 1.41% | |
| SSB | D | 1.39% | |
| USFD | C | 1.33% | |
| RS | D | 1.33% | |
| PR | C | 1.28% | |
| OKE | B | 1.24% | |
| AFL | B | 1.24% | |
| HCA | C | 1.15% | |
| WLK | D | 1.13% | |
| CE | F | 1.12% | |
| JPM | B | 1.09% | |
| RL | C | 1.09% | |
| PCAR | D | 1.04% | |
| TXT | D | 0.92% | |
| MOH | F | 0.8% | |
| BLDR | F | 0.78% |
DVLU Underweight 69 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | B | -2.9% | |
| CASY | B | -2.88% | |
| TXRH | B | -2.54% | |
| TTEK | D | -2.45% | |
| VVV | B | -2.34% | |
| CHE | D | -2.24% | |
| KBH | D | -2.03% | |
| CHRD | C | -2.02% | |
| NOG | C | -1.9% | |
| ICFI | D | -1.88% | |
| PRI | C | -1.85% | |
| KAI | B | -1.84% | |
| FIX | D | -1.78% | |
| THG | D | -1.66% | |
| ACA | D | -1.65% | |
| EHC | B | -1.65% | |
| CODI | D | -1.55% | |
| CW | C | -1.53% | |
| MUSA | C | -1.51% | |
| OTTR | D | -1.51% | |
| SPNS | A | -1.46% | |
| KFRC | D | -1.43% | |
| HWKN | B | -1.42% | |
| EGP | B | -1.42% | |
| GNTX | D | -1.41% | |
| ATR | D | -1.38% | |
| CWT | C | -1.32% | |
| SBCF | D | -1.29% | |
| EPRT | A | -1.29% | |
| HP | D | -1.27% | |
| EFSC | C | -1.23% | |
| LKFN | D | -1.2% | |
| NVT | D | -1.19% | |
| GABC | B | -1.18% | |
| SYBT | C | -1.18% | |
| LSTR | D | -1.17% | |
| OSBC | B | -1.11% | |
| GGG | D | -1.11% | |
| ASH | D | -1.1% | |
| HOMB | D | -1.09% | |
| WTBA | D | -1.07% | |
| CIVI | D | -1.06% | |
| GPK | D | -1.04% | |
| NJR | D | -1.04% | |
| HCKT | D | -1.03% | |
| LADR | A | -1.03% | |
| BYD | C | -1.01% | |
| KRP | B | -0.99% | |
| LECO | F | -0.98% | |
| TRNO | B | -0.97% | |
| AMH | A | -0.96% | |
| SCI | C | -0.96% | |
| CPA | D | -0.95% | |
| EVTC | F | -0.9% | |
| KMPR | C | -0.89% | |
| ADC | B | -0.86% | |
| NSA | B | -0.78% | |
| DOX | D | -0.75% | |
| MSM | F | -0.74% | |
| WASH | C | -0.73% | |
| FELE | D | -0.71% | |
| RICK | F | -0.69% | |
| BRKR | F | -0.68% | |
| HIFS | B | -0.67% | |
| APLE | D | -0.67% | |
| FCPT | B | -0.66% | |
| VAC | F | -0.6% | |
| USLM | C | -0.51% | |
| RRC | D | -0.49% |
DVLU: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
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