OCFS vs. AQWA ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to Global X Clean Water ETF (AQWA)
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
$26.94
Average Daily Volume
1,193
20
AQWA
Global X Clean Water ETF
AQWA Description
The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Global Clean Water Industry Index. The fund invests at least 80% of its total assets, plus borrowings for investments purposes (if any), in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index is designed to provide exposure to companies that have business operations in the provision of clean water. It is non-diversified.Grade (RS Rating)
Last Trade
$18.03
Average Daily Volume
1,489
21
Performance
Period | OCFS | AQWA |
---|---|---|
30 Days | -5.01% | -2.59% |
60 Days | 0.61% | -1.64% |
90 Days | 7.70% | 1.63% |
12 Months | 19.10% |
0 Overlapping Holdings
Symbol | Grade | Weight in OCFS | Weight in AQWA | Overlap |
---|
OCFS Overweight 20 Positions Relative to AQWA
OCFS Underweight 21 Positions Relative to AQWA
OCFS: Top Represented Industries & Keywords
AQWA: Top Represented Industries & Keywords