IHI vs. OCFS ETF Comparison
Comparison of iShares U.S. Medical Devices ETF (IHI) to Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS)
IHI
iShares U.S. Medical Devices ETF
IHI Description
The investment seeks to track the investment results of an index composed of U.S. equities in the medical devices sector. 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. It seeks to track the investment results of the Dow Jones U.S. Select Medical Equipment Index (the "underlying index"), which measures the performance of the medical equipment sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$60.17
Average Daily Volume
468,507
48
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.Grade (RS Rating)
Last Trade
$28.32
Average Daily Volume
1,136
20
Performance
Period | IHI | OCFS |
---|---|---|
30 Days | 1.23% | 2.89% |
60 Days | 1.40% | 5.34% |
90 Days | 3.51% | 10.85% |
12 Months | 20.95% |
1 Overlapping Holdings
Symbol | Grade | Weight in IHI | Weight in OCFS | Overlap | |
---|---|---|---|---|---|
GEHC | D | 4.38% | 3.17% | 3.17% |
IHI Overweight 47 Positions Relative to OCFS
Symbol | Grade | Weight | |
---|---|---|---|
ABT | C | 16.82% | |
ISRG | B | 15.61% | |
SYK | B | 11.15% | |
BSX | A | 4.67% | |
EW | D | 4.42% | |
MDT | C | 4.31% | |
BDX | F | 4.29% | |
RMD | C | 4.04% | |
IDXX | C | 3.82% | |
DXCM | B | 3.56% | |
ZBH | C | 2.69% | |
STE | F | 2.54% | |
PODD | D | 2.14% | |
HOLX | D | 2.14% | |
BAX | C | 1.91% | |
PEN | D | 1.08% | |
GMED | F | 1.07% | |
TFX | C | 1.06% | |
GKOS | F | 0.89% | |
MASI | D | 0.83% | |
INSP | F | 0.6% | |
PRCT | C | 0.54% | |
ITGR | B | 0.52% | |
AXNX | C | 0.42% | |
NVST | F | 0.41% | |
LIVN | F | 0.33% | |
TMDX | B | 0.31% | |
NARI | F | 0.3% | |
ENOV | D | 0.3% | |
IRTC | C | 0.29% | |
CNMD | D | 0.26% | |
QDEL | D | 0.25% | |
OMCL | F | 0.25% | |
LMAT | D | 0.24% | |
TNDM | D | 0.21% | |
ATRC | D | 0.2% | |
NVCR | F | 0.19% | |
IART | C | 0.18% | |
AORT | B | 0.12% | |
ATEC | C | 0.1% | |
OFIX | F | 0.08% | |
AXGN | D | 0.07% | |
VREX | D | 0.07% | |
SIBN | D | 0.06% | |
SRDX | C | 0.06% | |
FNA | D | 0.05% | |
TMCI | F | 0.04% |
IHI Underweight 19 Positions Relative to OCFS
IHI: Top Represented Industries & Keywords
OCFS: Top Represented Industries & Keywords