IYM vs. OCFS ETF Comparison
Comparison of iShares U.S. Basic Materials ETF (IYM) to Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS)
IYM
iShares U.S. Basic Materials ETF
IYM Description
The investment seeks to track the investment results of an index composed of U.S. equities in the basic materials 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. Basic Materials Index (the "underlying index"), which measures the performance of the basic materials sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$146.04
Average Daily Volume
12,335
35
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
$28.08
Average Daily Volume
1,237
20
Performance
| Period | IYM | OCFS |
|---|---|---|
| 30 Days | -3.76% | 0.57% |
| 60 Days | 0.80% | 5.02% |
| 90 Days | 1.43% | 9.91% |
| 12 Months | 14.73% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IYM | Weight in OCFS | Overlap |
|---|
IYM Overweight 35 Positions Relative to OCFS
| Symbol | Grade | Weight | |
|---|---|---|---|
| LIN | C | 21.46% | |
| APD | A | 8.43% | |
| FCX | F | 7.45% | |
| ECL | D | 7.43% | |
| FAST | B | 4.33% | |
| NUE | C | 3.6% | |
| NEM | D | 3.53% | |
| STLD | B | 3.39% | |
| IP | A | 3.26% | |
| RS | B | 2.93% | |
| IFF | D | 2.7% | |
| LYB | F | 2.68% | |
| CF | A | 2.59% | |
| AVY | F | 2.54% | |
| ALB | B | 1.98% | |
| EMN | C | 1.95% | |
| AA | A | 1.71% | |
| RGLD | C | 1.52% | |
| RBC | A | 1.47% | |
| MOS | F | 1.39% | |
| X | B | 1.34% | |
| CE | F | 1.33% | |
| FMC | D | 1.14% | |
| ESI | B | 1.05% | |
| CLF | F | 0.91% | |
| HXL | F | 0.81% | |
| OLN | F | 0.81% | |
| TKR | D | 0.8% | |
| WLK | D | 0.7% | |
| ASH | F | 0.65% | |
| NEU | D | 0.61% | |
| HUN | F | 0.52% | |
| SMG | C | 0.52% | |
| CC | C | 0.48% | |
| MP | C | 0.4% |
IYM Underweight 20 Positions Relative to OCFS
IYM: Top Represented Industries & Keywords
OCFS: Top Represented Industries & Keywords
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