IYZ vs. OCFS ETF Comparison
Comparison of iShares U.S. Telecommunications ETF (IYZ) to Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS)
IYZ
iShares U.S. Telecommunications ETF
IYZ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the telecommunications 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 Telecommunications Index (the "underlying index"), which measures the performance of the telecommunications sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$25.90
Average Daily Volume
644,199
19
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
$26.88
Average Daily Volume
753
20
Performance
| Period | IYZ | OCFS |
|---|---|---|
| 30 Days | 1.41% | -0.27% |
| 60 Days | 10.41% | 3.64% |
| 90 Days | 16.33% | 7.07% |
| 12 Months | 24.01% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IYZ | Weight in OCFS | Overlap |
|---|
IYZ Overweight 19 Positions Relative to OCFS
IYZ Underweight 20 Positions Relative to OCFS
IYZ: Top Represented Industries & Keywords
OCFS: Top Represented Industries & Keywords
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