OCFS vs. XTL ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to SPDR S&P Telecom ETF (XTL)
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
$28.32
Average Daily Volume
1,136
20
XTL
SPDR S&P Telecom ETF
XTL Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the telecommunications segment of a U.S. total market composite index. In seeking to track the performance of the S&P Telecom 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 telecommunications industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$109.64
Average Daily Volume
15,605
38
Performance
| Period | OCFS | XTL |
|---|---|---|
| 30 Days | 2.89% | 7.61% |
| 60 Days | 5.34% | 10.15% |
| 90 Days | 10.85% | 15.04% |
| 12 Months | 58.28% |
0 Overlapping Holdings
| Symbol | Grade | Weight in OCFS | Weight in XTL | Overlap |
|---|
OCFS Overweight 20 Positions Relative to XTL
OCFS Underweight 38 Positions Relative to XTL
| Symbol | Grade | Weight | |
|---|---|---|---|
| LITE | B | -6.03% | |
| CIEN | B | -4.91% | |
| TMUS | B | -4.63% | |
| CSCO | B | -4.6% | |
| FFIV | B | -4.55% | |
| MSI | B | -4.42% | |
| ANET | C | -4.24% | |
| CCOI | B | -4.22% | |
| LUMN | C | -4.09% | |
| T | A | -4.06% | |
| JNPR | F | -3.93% | |
| FYBR | D | -3.77% | |
| TDS | B | -3.75% | |
| VZ | C | -3.64% | |
| NPAB | B | -3.55% | |
| IRDM | D | -3.43% | |
| EXTR | B | -2.95% | |
| INFN | C | -2.74% | |
| UI | A | -2.04% | |
| CALX | D | -2.02% | |
| VIAV | B | -1.84% | |
| AAOI | B | -1.81% | |
| NTCT | C | -1.8% | |
| VSAT | F | -1.64% | |
| USM | B | -1.46% | |
| HLIT | D | -1.42% | |
| GOGO | C | -0.98% | |
| GSAT | C | -0.97% | |
| COMM | D | -0.82% | |
| LILAK | D | -0.76% | |
| BAND | B | -0.73% | |
| DGII | B | -0.72% | |
| ATEX | D | -0.6% | |
| IDT | B | -0.49% | |
| CLFD | D | -0.43% | |
| NTGR | B | -0.4% | |
| SHEN | F | -0.35% | |
| AVNW | F | -0.14% |
OCFS: Top Represented Industries & Keywords
XTL: Top Represented Industries & Keywords
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