KONG vs. OSCV ETF Comparison
Comparison of Formidable Fortress ETF (KONG) to Opus Small Cap Value Plus ETF (OSCV)
KONG
Formidable Fortress ETF
KONG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks, related depository receipts, real estate investment trusts (REITs), and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks of large- and mid-cap companies (the "Investable Universe"). The fund's derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; and (iii) volatility-linked exchange-traded notes (ETNs). It is non-diversified.
Grade (RS Rating)
Last Trade
$26.95
Average Daily Volume
3,445
32
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
$34.05
Average Daily Volume
41,050
71
Performance
| Period | KONG | OSCV |
|---|---|---|
| 30 Days | 1.85% | -0.33% |
| 60 Days | 0.94% | -1.98% |
| 90 Days | -1.93% | -3.21% |
| 12 Months | 9.53% | 9.83% |
KONG Overweight 28 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | B | 4.95% | |
| ADM | C | 3.91% | |
| PSA | B | 3.26% | |
| MSFT | A | 3.23% | |
| SPGI | B | 3.23% | |
| GOOG | A | 3.23% | |
| REGN | B | 3.22% | |
| CSCO | D | 3.2% | |
| JKHY | C | 3.18% | |
| GLPI | B | 3.17% | |
| ERIE | C | 3.16% | |
| META | A | 3.16% | |
| NVDA | B | 3.16% | |
| MKTX | C | 3.15% | |
| CTSH | C | 3.12% | |
| FAST | D | 3.09% | |
| WST | F | 3.09% | |
| IBKR | B | 3.08% | |
| RS | D | 3.08% | |
| JNJ | F | 3.06% | |
| MNST | D | 3.05% | |
| VRTX | B | 3.03% | |
| SNA | F | 3.01% | |
| ADP | D | 2.97% | |
| CTRA | D | 2.93% | |
| EME | D | 2.77% | |
| UTHR | B | 2.15% | |
| ADBE | B | 1.83% |
KONG Underweight 67 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | B | -2.9% | |
| CASY | B | -2.88% | |
| TXRH | B | -2.54% | |
| TTEK | D | -2.45% | |
| VVV | B | -2.34% | |
| KBH | D | -2.03% | |
| CHRD | C | -2.02% | |
| OC | D | -1.97% | |
| NOG | C | -1.9% | |
| ICFI | D | -1.88% | |
| PRI | C | -1.85% | |
| KAI | B | -1.84% | |
| FIX | D | -1.78% | |
| UFPI | D | -1.71% | |
| THG | D | -1.66% | |
| ACA | D | -1.65% | |
| EHC | B | -1.65% | |
| CODI | D | -1.55% | |
| CW | C | -1.53% | |
| MUSA | C | -1.51% | |
| OTTR | D | -1.51% | |
| SPNS | A | -1.46% | |
| KFRC | D | -1.43% | |
| HWKN | B | -1.42% | |
| EGP | B | -1.42% | |
| ATR | D | -1.38% | |
| CWT | C | -1.32% | |
| SBCF | D | -1.29% | |
| EPRT | A | -1.29% | |
| HP | D | -1.27% | |
| EFSC | C | -1.23% | |
| LKFN | D | -1.2% | |
| NVT | D | -1.19% | |
| GABC | B | -1.18% | |
| SYBT | C | -1.18% | |
| LSTR | D | -1.17% | |
| OSBC | B | -1.11% | |
| ASH | D | -1.1% | |
| HOMB | D | -1.09% | |
| WTBA | D | -1.07% | |
| CIVI | D | -1.06% | |
| GPK | D | -1.04% | |
| NJR | D | -1.04% | |
| HCKT | D | -1.03% | |
| LADR | A | -1.03% | |
| BYD | C | -1.01% | |
| KRP | B | -0.99% | |
| LECO | F | -0.98% | |
| TRNO | B | -0.97% | |
| AMH | A | -0.96% | |
| SCI | C | -0.96% | |
| CPA | D | -0.95% | |
| EVTC | F | -0.9% | |
| KMPR | C | -0.89% | |
| ADC | B | -0.86% | |
| NSA | B | -0.78% | |
| MSM | F | -0.74% | |
| WASH | C | -0.73% | |
| FELE | D | -0.71% | |
| RICK | F | -0.69% | |
| BRKR | F | -0.68% | |
| HIFS | B | -0.67% | |
| APLE | D | -0.67% | |
| FCPT | B | -0.66% | |
| VAC | F | -0.6% | |
| USLM | C | -0.51% | |
| RRC | D | -0.49% |
KONG: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
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