OCFS vs. ECLN ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to First Trust EIP Carbon Impact ETF (ECLN)
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
$28.37
Average Daily Volume
985
20
ECLN
First Trust EIP Carbon Impact ETF
ECLN Description
The investment seeks to achieve a competitive risk-adjusted total return balanced between dividends and capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in the equity securities of companies identified by the fund's investment sub-advisor as having or seeking to have a positive carbon impact. Its investments will be concentrated in the industries constituting the energy infrastructure sector. The fund is non-diversified.Grade (RS Rating)
Last Trade
$29.65
Average Daily Volume
7,195
40
Performance
| Period | OCFS | ECLN |
|---|---|---|
| 30 Days | 1.98% | 2.95% |
| 60 Days | 14.78% | 6.21% |
| 90 Days | 17.23% | 9.60% |
| 12 Months | 31.48% |
1 Overlapping Holdings
| Symbol | Grade | Weight in OCFS | Weight in ECLN | Overlap | |
|---|---|---|---|---|---|
| PWR | A | 5.13% | 2.16% | 2.16% |
OCFS Underweight 39 Positions Relative to ECLN
| Symbol | Grade | Weight | |
|---|---|---|---|
| DTM | A | -6.21% | |
| TRGP | A | -4.99% | |
| SRE | A | -3.92% | |
| ATO | A | -3.88% | |
| AEP | D | -3.79% | |
| XEL | B | -3.67% | |
| PPL | B | -3.51% | |
| WMB | B | -3.41% | |
| WEC | B | -3.26% | |
| PEG | D | -3.03% | |
| CMS | D | -2.92% | |
| LNT | D | -2.86% | |
| CQP | C | -2.83% | |
| CWEN | D | -2.77% | |
| NFG | C | -2.63% | |
| DTE | D | -2.57% | |
| EVRG | B | -2.34% | |
| AES | F | -2.23% | |
| IDA | A | -2.19% | |
| OGS | C | -1.98% | |
| LNG | A | -1.79% | |
| VST | B | -1.58% | |
| FLR | C | -1.47% | |
| ETR | B | -1.17% | |
| DUK | D | -1.04% | |
| SO | D | -0.98% | |
| CEG | D | -0.97% | |
| NEP | F | -0.8% | |
| WTRG | B | -0.66% | |
| OGE | A | -0.63% | |
| GNRC | A | -0.58% | |
| D | C | -0.53% | |
| CPK | B | -0.45% | |
| CNP | B | -0.42% | |
| AWK | D | -0.36% | |
| AEE | A | -0.32% | |
| J | C | -0.23% | |
| NJR | C | -0.18% | |
| EIX | D | -0.18% |
OCFS: Top Represented Industries & Keywords
ECLN: Top Represented Industries & Keywords
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