FDM vs. OSCV ETF Comparison
Comparison of First Trust DJ Select MicroCap ETF (FDM) to Opus Small Cap Value Plus ETF (OSCV)
FDM
First Trust DJ Select MicroCap ETF
FDM Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Select MicroCap Index(SM) (the "index"). The fund will normally invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in common stocks of U.S. micro-capitalization companies which are publicly traded in the United States. The index is comprised of selected U.S. micro-capitalization companies chosen from all common stocks traded on the NewYork Stock Exchange, the NYSE MKT and NASDAQ(R) with limited partnerships excluded.
Grade (RS Rating)
Last Trade
$70.65
Average Daily Volume
14,160
131
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
$40.16
Average Daily Volume
75,020
67
Performance
Period | FDM | OSCV |
---|---|---|
30 Days | 6.58% | 4.32% |
60 Days | 8.40% | 5.69% |
90 Days | 12.49% | 8.61% |
12 Months | 26.75% | 27.68% |
1 Overlapping Holdings
Symbol | Grade | Weight in FDM | Weight in OSCV | Overlap | |
---|---|---|---|---|---|
HCKT | B | 1.35% | 1.31% | 1.31% |
FDM Overweight 130 Positions Relative to OSCV
Symbol | Grade | Weight | |
---|---|---|---|
LEU | C | 1.98% | |
TPB | A | 1.79% | |
VMEO | B | 1.78% | |
LMB | A | 1.59% | |
ASTE | C | 1.48% | |
BJRI | C | 1.47% | |
CPF | B | 1.46% | |
GLDD | B | 1.42% | |
IBCP | B | 1.38% | |
ASIX | B | 1.38% | |
HAYN | A | 1.34% | |
MLR | C | 1.34% | |
NBN | B | 1.16% | |
ETD | D | 1.15% | |
ANET | D | 1.14% | |
RGR | F | 1.13% | |
PTLO | F | 1.13% | |
IMXI | B | 1.13% | |
MCB | B | 1.1% | |
SMBC | B | 1.08% | |
EZPW | A | 1.08% | |
SPTN | F | 1.06% | |
SNCY | C | 1.05% | |
SWBI | D | 1.02% | |
PLOW | F | 1.01% | |
DAKT | B | 1.01% | |
UVE | A | 1.0% | |
WLFC | C | 0.99% | |
LQDT | B | 0.97% | |
EGY | F | 0.96% | |
WLDN | C | 0.96% | |
NWPX | A | 0.92% | |
CCBG | B | 0.92% | |
LYTS | B | 0.92% | |
MPB | B | 0.88% | |
SHBI | B | 0.86% | |
KELYA | F | 0.85% | |
CSV | B | 0.85% | |
KE | C | 0.85% | |
AROW | B | 0.84% | |
EE | A | 0.82% | |
DHIL | A | 0.82% | |
ESQ | B | 0.82% | |
MOFG | B | 0.82% | |
NRIM | A | 0.81% | |
ARKO | D | 0.8% | |
TIPT | B | 0.8% | |
LINC | C | 0.79% | |
TTI | B | 0.79% | |
LXU | C | 0.78% | |
TRDA | C | 0.77% | |
CCSI | C | 0.77% | |
HNRG | B | 0.75% | |
FISI | B | 0.73% | |
FC | F | 0.71% | |
FMAO | B | 0.7% | |
ITIC | A | 0.7% | |
PLPC | B | 0.69% | |
BSRR | C | 0.69% | |
WRLD | D | 0.68% | |
CMPO | B | 0.68% | |
NPK | C | 0.68% | |
NECB | B | 0.67% | |
USAP | B | 0.67% | |
DCGO | B | 0.65% | |
GLRE | B | 0.65% | |
TCMD | B | 0.65% | |
SD | D | 0.65% | |
CWCO | C | 0.64% | |
LGTY | B | 0.63% | |
ODC | C | 0.62% | |
RMR | F | 0.62% | |
OPY | B | 0.62% | |
CENT | C | 0.61% | |
NGVC | A | 0.6% | |
NEWT | B | 0.6% | |
KODK | B | 0.59% | |
INBK | B | 0.57% | |
ARTNA | F | 0.56% | |
REPX | A | 0.55% | |
ACIC | B | 0.55% | |
CCRN | F | 0.55% | |
SENEA | A | 0.53% | |
LOCO | D | 0.53% | |
MOV | D | 0.53% | |
HVT | F | 0.52% | |
LEGH | D | 0.5% | |
RM | D | 0.48% | |
MCFT | C | 0.47% | |
VPG | F | 0.46% | |
PKOH | B | 0.46% | |
SIGA | F | 0.45% | |
AMPY | F | 0.44% | |
HRTG | C | 0.44% | |
CRCT | F | 0.44% | |
FSTR | B | 0.43% | |
TASK | C | 0.41% | |
NGS | A | 0.41% | |
PWOD | A | 0.37% | |
VLGEA | C | 0.37% | |
KRT | B | 0.36% | |
FLXS | A | 0.35% | |
MITT | D | 0.35% | |
NATR | B | 0.34% | |
JILL | D | 0.33% | |
SGC | C | 0.33% | |
LSEA | F | 0.33% | |
JRVR | F | 0.31% | |
REI | F | 0.3% | |
EML | D | 0.29% | |
RCKY | F | 0.28% | |
EARN | C | 0.28% | |
ACTG | F | 0.28% | |
ESOA | A | 0.27% | |
AVNW | F | 0.27% | |
BTMD | C | 0.26% | |
VIRC | C | 0.25% | |
FF | F | 0.24% | |
ACU | C | 0.24% | |
PEBK | B | 0.24% | |
TAYD | F | 0.24% | |
LAKE | B | 0.24% | |
TWIN | F | 0.23% | |
BBCP | C | 0.23% | |
HBB | F | 0.21% | |
LWAY | C | 0.2% | |
FEIM | B | 0.19% | |
INTT | C | 0.16% | |
KEQU | B | 0.14% | |
CSPI | C | 0.14% |
FDM Underweight 66 Positions Relative to OSCV
Symbol | Grade | Weight | |
---|---|---|---|
CASY | A | -2.69% | |
ENSG | D | -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 | B | -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 | A | -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 | B | -1.56% | |
CASH | B | -1.55% | |
LKFN | B | -1.54% | |
WTFC | B | -1.54% | |
PRIM | A | -1.51% | |
ATR | B | -1.48% | |
EPRT | A | -1.47% | |
CODI | B | -1.44% | |
CHRD | F | -1.39% | |
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 | D | -1.12% | |
USLM | B | -1.11% | |
SPNS | F | -1.09% | |
LSTR | D | -1.08% | |
VCTR | B | -1.07% | |
LADR | B | -1.05% | |
NVT | C | -1.05% | |
KMPR | A | -1.04% | |
NJR | A | -1.02% | |
SCI | B | -1.01% | |
HIFS | B | -0.99% | |
ADC | A | -0.93% | |
RRC | B | -0.9% | |
TRNO | D | -0.89% | |
KRP | B | -0.88% | |
CPA | A | -0.87% | |
AMH | C | -0.86% | |
ASH | F | -0.8% | |
DOX | D | -0.77% | |
NSA | C | -0.72% | |
FELE | B | -0.71% | |
CIVI | F | -0.7% | |
AAON | B | -0.69% | |
FCPT | C | -0.65% |
FDM: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords