OCFS vs. FPX ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to First Trust IPOX-100 Index Fund (FPX)
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
$27.60
Average Daily Volume
1,237
20
FPX
First Trust IPOX-100 Index Fund
FPX Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the IPOX(R)-100 U.S. Index. The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is a modified, value-weighted price index measuring the performance of the top U.S. companies ranked quarterly by market capitalization in the IPOX(R) Global Composite Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$126.75
Average Daily Volume
14,891
84
Performance
| Period | OCFS | FPX |
|---|---|---|
| 30 Days | -1.99% | 8.88% |
| 60 Days | 3.23% | 12.56% |
| 90 Days | 9.77% | 22.18% |
| 12 Months | 43.91% |
OCFS Underweight 79 Positions Relative to FPX
| Symbol | Grade | Weight | |
|---|---|---|---|
| IOT | A | -6.76% | |
| CARR | D | -6.73% | |
| PLTR | B | -6.59% | |
| APP | B | -5.68% | |
| REGN | F | -4.46% | |
| DASH | B | -4.27% | |
| GEV | A | -3.56% | |
| CEG | C | -3.51% | |
| KVUE | A | -3.15% | |
| CRWD | B | -2.52% | |
| DUOL | A | -2.51% | |
| RBLX | B | -2.04% | |
| ABNB | C | -1.69% | |
| TPG | A | -1.64% | |
| DTM | A | -1.54% | |
| HOOD | B | -1.42% | |
| COIN | B | -1.38% | |
| PCVX | D | -1.22% | |
| CR | A | -1.19% | |
| DKNG | B | -1.19% | |
| OWL | A | -0.99% | |
| VERX | A | -0.92% | |
| RKT | F | -0.92% | |
| RYAN | B | -0.92% | |
| HQY | A | -0.91% | |
| CRBG | B | -0.9% | |
| TOST | A | -0.9% | |
| JXN | C | -0.9% | |
| RDDT | A | -0.87% | |
| SNOW | C | -0.86% | |
| KNF | B | -0.85% | |
| FNF | D | -0.83% | |
| ESAB | B | -0.76% | |
| NRG | B | -0.75% | |
| UTHR | C | -0.68% | |
| AZEK | B | -0.67% | |
| THC | C | -0.62% | |
| NSIT | F | -0.59% | |
| DOCS | C | -0.58% | |
| COOP | B | -0.56% | |
| KNTK | A | -0.54% | |
| GKOS | A | -0.53% | |
| NUVL | D | -0.47% | |
| SOLV | F | -0.47% | |
| CNX | A | -0.46% | |
| OSCR | D | -0.45% | |
| ACT | D | -0.42% | |
| ACLX | C | -0.41% | |
| NPAB | F | -0.37% | |
| FOUR | A | -0.35% | |
| PRCT | B | -0.35% | |
| RVMD | B | -0.34% | |
| SLVM | B | -0.34% | |
| LNW | F | -0.33% | |
| RBRK | A | -0.32% | |
| STEP | B | -0.31% | |
| BROS | A | -0.29% | |
| BSY | D | -0.29% | |
| CRDO | C | -0.28% | |
| PECO | B | -0.28% | |
| SGBX | F | -0.27% | |
| ROIV | D | -0.27% | |
| KYMR | D | -0.24% | |
| RNA | C | -0.23% | |
| TMDX | F | -0.23% | |
| ITRI | B | -0.21% | |
| KRYS | C | -0.2% | |
| LTH | D | -0.19% | |
| KROS | D | -0.18% | |
| PHIN | A | -0.18% | |
| INTA | A | -0.17% | |
| OGN | F | -0.16% | |
| ZETA | D | -0.16% | |
| GRND | A | -0.15% | |
| VRRM | F | -0.15% | |
| RXST | F | -0.14% | |
| ACVA | A | -0.13% | |
| DYN | D | -0.12% | |
| FA | C | -0.1% |
OCFS: Top Represented Industries & Keywords
FPX: Top Represented Industries & Keywords
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