FINX vs. OSCV ETF Comparison

Comparison of Global X FinTech Thematic ETF (FINX) to Opus Small Cap Value Plus ETF (OSCV)

FINX

Global X FinTech Thematic ETF

FINX Description

The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$27.92

Average Daily Volume

63,870

Number of Holdings ^*

* 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

$37.35

Average Daily Volume

36,106

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	FINX	OSCV
30 Days	4.57%	2.27%
60 Days	16.09%	6.61%
90 Days	9.79%	10.05%
12 Months	42.43%	26.58%

1 Overlapping Holdings

	Symbol	Grade	Weight in FINX	Weight in OSCV	Overlap
	SPNS	B	0.55%	1.47%	0.55%

FINX Overweight 41 Positions Relative to OSCV

Symbol	Grade	Weight
PYPL	A	7.57%
FI	A	7.17%
FIS	A	7.13%
INTU	F	5.39%
SSNC	C	5.01%
SQ	D	4.89%
XRX	D	4.29%
GWRE	A	4.08%
JKHY	A	3.6%
COIN	F	3.59%
GPN	F	3.43%
TOST	B	3.37%
AFRM	C	2.74%
SOFI	C	2.05%
HQY	B	1.89%
ACIW	A	1.51%
BILL	D	1.48%
FOUR	A	1.38%
NCNO	F	0.97%
ENV	C	0.94%
MARA	F	0.92%
UPST	C	0.9%
STNE	F	0.85%
PAYO	A	0.76%
VIRT	B	0.75%
VERX	B	0.64%
FLYW	F	0.52%
PAGS	F	0.47%
MLNK	F	0.42%
RIOT	F	0.4%
DLO	D	0.36%
LC	D	0.34%
LMND	F	0.31%
CIFR	C	0.25%
BLND	C	0.23%
TREE	C	0.2%
LPRO	D	0.19%
CTLP	B	0.16%
IIIV	D	0.13%
PAY	D	0.12%
MITK	F	0.11%

FINX Underweight 67 Positions Relative to OSCV

Symbol	Grade	Weight
ENSG	D	-2.79%
CASY	D	-2.66%
TTEK	A	-2.56%
TXRH	A	-2.46%
CHE	D	-2.33%
KBH	D	-2.3%
FIX	A	-2.11%
KAI	C	-1.99%
PRI	A	-1.97%
ICFI	C	-1.97%
UFPI	C	-1.92%
THG	A	-1.89%
OC	C	-1.86%
CW	A	-1.83%
HWKN	B	-1.83%
ACA	C	-1.78%
EHC	C	-1.77%
NOG	D	-1.75%
EPRT	C	-1.64%
MUSA	D	-1.6%
HLI	A	-1.53%
CHRD	F	-1.53%
EGP	D	-1.51%
EFSC	D	-1.51%
CODI	D	-1.5%
SYBT	C	-1.49%
SBCF	D	-1.47%
ATR	A	-1.44%
CWT	D	-1.36%
KFRC	F	-1.33%
GABC	D	-1.31%
OTTR	F	-1.29%
HOMB	D	-1.27%
GGG	C	-1.26%
LKFN	D	-1.23%
CHDN	C	-1.2%
GPK	D	-1.2%
HCKT	D	-1.17%
LADR	D	-1.14%
OSBC	D	-1.12%
LSTR	F	-1.12%
BYD	B	-1.11%
NJR	C	-1.1%
WTBA	D	-1.09%
TRNO	D	-1.06%
HP	D	-1.06%
NVT	C	-1.04%
KMPR	D	-1.0%
SCI	D	-1.0%
ADC	C	-0.99%
AMH	D	-0.98%
ASH	F	-0.95%
LECO	D	-0.94%
KRP	B	-0.92%
NSA	D	-0.88%
RRC	D	-0.87%
CPA	B	-0.86%
HIFS	D	-0.86%
EVTC	D	-0.85%
WASH	C	-0.83%
USLM	C	-0.81%
DOX	B	-0.78%
FCPT	C	-0.75%
CIVI	F	-0.75%
FELE	C	-0.72%
BRKR	D	-0.68%
AAON	A	-0.57%