OSCV vs. DVOL ETF Comparison
Comparison of Opus Small Cap Value Plus ETF (OSCV) to First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL)
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
$37.93
Average Daily Volume
31,539
69
DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Low Volatility Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ US Large Mid Index that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." The fund is non-diversified.Grade (RS Rating)
Last Trade
$33.01
Average Daily Volume
5,848
48
Performance
| Period | OSCV | DVOL |
|---|---|---|
| 30 Days | 4.52% | 3.67% |
| 60 Days | 3.52% | 6.81% |
| 90 Days | 11.13% | 7.80% |
| 12 Months | 23.02% | 28.98% |
OSCV Overweight 65 Positions Relative to DVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| CASY | D | 2.77% | |
| TTEK | C | 2.6% | |
| CHE | C | 2.31% | |
| KBH | A | 2.31% | |
| ICFI | B | 1.98% | |
| PRI | B | 1.94% | |
| THG | B | 1.93% | |
| KAI | C | 1.9% | |
| HWKN | C | 1.79% | |
| OC | D | 1.78% | |
| MUSA | D | 1.77% | |
| UFPI | C | 1.76% | |
| FIX | B | 1.75% | |
| EHC | C | 1.73% | |
| NOG | D | 1.68% | |
| ACA | B | 1.62% | |
| EPRT | B | 1.61% | |
| EFSC | B | 1.57% | |
| CHRD | F | 1.57% | |
| EGP | B | 1.53% | |
| CWT | C | 1.47% | |
| SPNS | D | 1.47% | |
| SBCF | C | 1.45% | |
| KFRC | D | 1.44% | |
| CODI | D | 1.43% | |
| ATR | B | 1.43% | |
| SYBT | A | 1.38% | |
| OTTR | F | 1.29% | |
| GABC | C | 1.27% | |
| LKFN | C | 1.27% | |
| OSBC | C | 1.26% | |
| GNTX | F | 1.21% | |
| HOMB | B | 1.21% | |
| HCKT | C | 1.18% | |
| GPK | B | 1.14% | |
| WTBA | D | 1.14% | |
| LSTR | D | 1.14% | |
| NJR | B | 1.13% | |
| GGG | C | 1.12% | |
| TRNO | C | 1.11% | |
| HP | F | 1.07% | |
| BYD | C | 1.07% | |
| LADR | B | 1.07% | |
| SCI | B | 1.05% | |
| ADC | C | 1.05% | |
| KMPR | D | 1.03% | |
| AMH | C | 1.03% | |
| ASH | D | 0.97% | |
| NVT | D | 0.96% | |
| KRP | C | 0.91% | |
| HIFS | B | 0.9% | |
| LECO | F | 0.89% | |
| EVTC | D | 0.88% | |
| NSA | B | 0.88% | |
| WASH | A | 0.86% | |
| CPA | D | 0.84% | |
| RRC | D | 0.82% | |
| CIVI | F | 0.8% | |
| DOX | C | 0.8% | |
| FCPT | C | 0.77% | |
| USLM | B | 0.69% | |
| FELE | C | 0.69% | |
| BRKR | D | 0.66% | |
| CHDN | C | 0.52% | |
| AAON | B | 0.49% |
OSCV Underweight 44 Positions Relative to DVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| RSG | D | -3.44% | |
| V | C | -3.3% | |
| MMC | C | -3.2% | |
| MA | B | -3.11% | |
| LIN | B | -2.87% | |
| TJX | B | -2.86% | |
| MSI | B | -2.85% | |
| WMT | C | -2.84% | |
| REGN | C | -2.73% | |
| BRO | C | -2.73% | |
| JPM | D | -2.67% | |
| CTAS | B | -2.58% | |
| AMP | A | -2.53% | |
| OTIS | C | -2.53% | |
| COST | B | -2.48% | |
| CACI | B | -2.42% | |
| AIG | D | -2.41% | |
| TRV | C | -2.4% | |
| OKE | B | -2.35% | |
| AFL | C | -2.31% | |
| MCK | F | -2.12% | |
| WELL | C | -2.04% | |
| HLT | B | -1.95% | |
| RGA | C | -1.86% | |
| WAB | B | -1.8% | |
| GWW | B | -1.62% | |
| MAR | C | -1.56% | |
| PKG | B | -1.44% | |
| PTC | D | -1.38% | |
| MSFT | C | -1.38% | |
| TDG | B | -1.31% | |
| AOS | D | -1.28% | |
| CPRT | D | -1.28% | |
| AXP | B | -1.27% | |
| GS | C | -1.21% | |
| TRGP | B | -1.2% | |
| SF | A | -1.17% | |
| SPG | B | -1.15% | |
| TW | B | -1.11% | |
| USFD | B | -1.08% | |
| AAPL | C | -0.94% | |
| ITT | B | -0.94% | |
| WFC | D | -0.9% | |
| IR | C | -0.88% |
OSCV: Top Represented Industries & Keywords
DVOL: Top Represented Industries & Keywords
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