OSCV vs. BSMC ETF Comparison
Comparison of Opus Small Cap Value Plus ETF (OSCV) to Brandes U.S. Small-Mid Cap Value ETF (BSMC)
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
$39.56
Average Daily Volume
75,161
67
BSMC
Brandes U.S. Small-Mid Cap Value ETF
BSMC Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to attain its investment objective by investing primarily in equity securities of U.S. companies with small- and mid-market capitalizations (market value of publicly traded equity securities).Grade (RS Rating)
Last Trade
$31.03
Average Daily Volume
8,885
63
Performance
Period | OSCV | BSMC |
---|---|---|
30 Days | 3.18% | -0.38% |
60 Days | 5.61% | 0.40% |
90 Days | 8.28% | 2.57% |
12 Months | 27.05% | 20.21% |
OSCV Overweight 65 Positions Relative to BSMC
Symbol | Grade | Weight | |
---|---|---|---|
CASY | A | 2.69% | |
ENSG | D | 2.57% | |
TXRH | B | 2.47% | |
TTEK | F | 2.39% | |
FIX | A | 2.29% | |
KAI | B | 2.23% | |
KBH | D | 2.11% | |
PRI | A | 2.05% | |
CW | B | 2.01% | |
CHE | F | 2.01% | |
OC | A | 1.93% | |
SYBT | B | 1.92% | |
THG | A | 1.91% | |
UFPI | C | 1.88% | |
EFSC | B | 1.86% | |
ACA | A | 1.85% | |
ICFI | F | 1.84% | |
NOG | B | 1.81% | |
HWKN | B | 1.77% | |
SBCF | B | 1.76% | |
EHC | B | 1.73% | |
HLI | B | 1.66% | |
GABC | B | 1.65% | |
MUSA | B | 1.57% | |
HOMB | A | 1.56% | |
CASH | B | 1.55% | |
LKFN | B | 1.54% | |
WTFC | B | 1.54% | |
PRIM | A | 1.51% | |
ATR | B | 1.48% | |
EPRT | A | 1.47% | |
CODI | B | 1.44% | |
CHRD | F | 1.39% | |
HCKT | B | 1.31% | |
WTBA | B | 1.3% | |
EGP | D | 1.28% | |
KFRC | D | 1.25% | |
OTTR | C | 1.23% | |
CWT | C | 1.23% | |
GGG | B | 1.21% | |
CHDN | C | 1.18% | |
BYD | B | 1.18% | |
HP | C | 1.15% | |
GPK | D | 1.12% | |
USLM | A | 1.11% | |
SPNS | F | 1.09% | |
VCTR | B | 1.07% | |
LADR | B | 1.05% | |
NVT | C | 1.05% | |
KMPR | A | 1.04% | |
NJR | A | 1.02% | |
SCI | A | 1.01% | |
HIFS | B | 0.99% | |
ADC | A | 0.93% | |
RRC | B | 0.9% | |
TRNO | D | 0.89% | |
KRP | B | 0.88% | |
CPA | A | 0.87% | |
AMH | C | 0.86% | |
ASH | F | 0.8% | |
NSA | C | 0.72% | |
FELE | B | 0.71% | |
CIVI | D | 0.7% | |
AAON | B | 0.69% | |
FCPT | C | 0.65% |
OSCV Underweight 61 Positions Relative to BSMC
Symbol | Grade | Weight | |
---|---|---|---|
NTGR | A | -3.0% | |
PINC | B | -2.77% | |
ERJ | A | -2.6% | |
EPC | F | -2.35% | |
TAP | B | -2.16% | |
IPGP | D | -2.13% | |
HCSG | C | -2.08% | |
CFG | B | -2.07% | |
DGX | A | -2.07% | |
MD | C | -1.96% | |
UNF | B | -1.89% | |
NPK | C | -1.84% | |
IPG | F | -1.78% | |
IFF | D | -1.74% | |
INGR | B | -1.73% | |
TXT | D | -1.73% | |
EQC | A | -1.7% | |
KMT | C | -1.66% | |
SXT | C | -1.61% | |
OMF | A | -1.6% | |
SEIC | B | -1.58% | |
MOG.A | B | -1.55% | |
FFIV | B | -1.55% | |
GRFS | C | -1.54% | |
PAHC | B | -1.52% | |
IMKTA | C | -1.51% | |
ELAN | D | -1.49% | |
UTHR | C | -1.42% | |
QRVO | F | -1.29% | |
SHC | F | -1.21% | |
FTRE | D | -1.19% | |
SMG | C | -1.19% | |
WTW | B | -1.18% | |
STT | B | -1.12% | |
WHR | B | -1.11% | |
PBH | A | -1.1% | |
ORI | A | -1.1% | |
XRAY | D | -1.09% | |
LEVI | F | -1.06% | |
OGN | F | -1.06% | |
PHG | F | -1.05% | |
SCHL | F | -1.03% | |
KNX | B | -1.02% | |
WKC | D | -0.99% | |
SON | F | -0.98% | |
SEB | F | -0.96% | |
LANC | D | -0.92% | |
WMK | B | -0.91% | |
ARLO | C | -0.88% | |
WTM | A | -0.88% | |
CPB | D | -0.87% | |
AVT | C | -0.86% | |
MCY | B | -0.86% | |
CNA | C | -0.83% | |
SEE | D | -0.83% | |
ZBH | C | -0.76% | |
SKX | F | -0.74% | |
ARW | F | -0.72% | |
HSIC | C | -0.71% | |
KELYA | F | -0.67% | |
HTLD | B | -0.33% |
OSCV: Top Represented Industries & Keywords
BSMC: Top Represented Industries & Keywords