KIE vs. OSCV ETF Comparison
Comparison of SPDR S&P Insurance ETF (KIE) to Opus Small Cap Value Plus ETF (OSCV)
KIE
SPDR S&P Insurance ETF
KIE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$59.40
Average Daily Volume
1,137,067
50
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
$39.32
Average Daily Volume
74,389
67
Performance
| Period | KIE | OSCV |
|---|---|---|
| 30 Days | 2.04% | 2.24% |
| 60 Days | 5.39% | 6.22% |
| 90 Days | 10.00% | 10.21% |
| 12 Months | 37.48% | 27.10% |
KIE Overweight 47 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| UNM | A | 2.4% | |
| GSHD | A | 2.37% | |
| BHF | A | 2.28% | |
| LNC | A | 2.28% | |
| CNO | A | 2.22% | |
| RYAN | A | 2.11% | |
| RLI | A | 2.09% | |
| WTM | A | 2.08% | |
| AON | A | 2.08% | |
| WTW | B | 2.07% | |
| AGO | A | 2.06% | |
| CINF | A | 2.06% | |
| SIGI | A | 2.05% | |
| BRO | B | 2.04% | |
| AIZ | A | 2.04% | |
| AXS | A | 2.03% | |
| PRU | A | 2.03% | |
| TRV | A | 2.02% | |
| MET | A | 2.02% | |
| PFG | C | 2.01% | |
| L | A | 2.0% | |
| MKL | A | 2.0% | |
| GNW | A | 2.0% | |
| GL | B | 1.99% | |
| AIG | B | 1.99% | |
| ORI | A | 1.97% | |
| RNR | D | 1.96% | |
| RGA | A | 1.96% | |
| WRB | A | 1.95% | |
| ALL | A | 1.93% | |
| ESGR | B | 1.93% | |
| PGR | B | 1.9% | |
| HIG | C | 1.9% | |
| AFG | A | 1.9% | |
| AFL | C | 1.88% | |
| AJG | A | 1.86% | |
| FNF | C | 1.86% | |
| MMC | C | 1.85% | |
| KNSL | C | 1.84% | |
| CB | C | 1.83% | |
| EG | D | 1.8% | |
| FAF | C | 1.79% | |
| ACGL | C | 1.69% | |
| PLMR | A | 1.64% | |
| ERIE | F | 1.55% | |
| STC | A | 1.38% | |
| OSCR | F | 1.2% |
KIE Underweight 64 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| CASY | B | -2.69% | |
| ENSG | D | -2.57% | |
| TXRH | A | -2.47% | |
| TTEK | D | -2.39% | |
| FIX | A | -2.29% | |
| KAI | A | -2.23% | |
| KBH | D | -2.11% | |
| CW | B | -2.01% | |
| CHE | D | -2.01% | |
| OC | A | -1.93% | |
| SYBT | A | -1.92% | |
| UFPI | C | -1.88% | |
| EFSC | A | -1.86% | |
| ACA | B | -1.85% | |
| ICFI | F | -1.84% | |
| NOG | A | -1.81% | |
| HWKN | C | -1.77% | |
| SBCF | A | -1.76% | |
| EHC | B | -1.73% | |
| HLI | A | -1.66% | |
| GABC | A | -1.65% | |
| MUSA | A | -1.57% | |
| HOMB | A | -1.56% | |
| CASH | A | -1.55% | |
| LKFN | A | -1.54% | |
| WTFC | A | -1.54% | |
| PRIM | A | -1.51% | |
| ATR | B | -1.48% | |
| EPRT | C | -1.47% | |
| CODI | A | -1.44% | |
| CHRD | F | -1.39% | |
| HCKT | A | -1.31% | |
| WTBA | A | -1.3% | |
| EGP | D | -1.28% | |
| KFRC | D | -1.25% | |
| OTTR | C | -1.23% | |
| CWT | C | -1.23% | |
| GGG | A | -1.21% | |
| CHDN | C | -1.18% | |
| BYD | A | -1.18% | |
| HP | C | -1.15% | |
| GPK | D | -1.12% | |
| USLM | A | -1.11% | |
| SPNS | F | -1.09% | |
| LSTR | D | -1.08% | |
| VCTR | B | -1.07% | |
| LADR | A | -1.05% | |
| NVT | B | -1.05% | |
| 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 | C | -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 | A | -0.69% | |
| FCPT | C | -0.65% |
KIE: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
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