OSCV vs. FINX ETF Comparison
Comparison of Opus Small Cap Value Plus ETF (OSCV) to Global X FinTech Thematic ETF (FINX)
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
$40.58
Average Daily Volume
74,482
66
FINX
Global X FinTech Thematic ETF
FINX Description
The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutionsGrade (RS Rating)
Last Trade
$33.55
Average Daily Volume
66,750
42
Performance
| Period | OSCV | FINX |
|---|---|---|
| 30 Days | 7.61% | 14.94% |
| 60 Days | 7.76% | 20.34% |
| 90 Days | 8.89% | 23.94% |
| 12 Months | 30.21% | 57.52% |
1 Overlapping Holdings
| Symbol | Grade | Weight in OSCV | Weight in FINX | Overlap | |
|---|---|---|---|---|---|
| SPNS | F | 1.04% | 0.37% | 0.37% |
OSCV Overweight 65 Positions Relative to FINX
| Symbol | Grade | Weight | |
|---|---|---|---|
| CASY | A | 2.78% | |
| TXRH | C | 2.53% | |
| ENSG | D | 2.52% | |
| FIX | A | 2.4% | |
| KAI | A | 2.21% | |
| PRI | A | 2.07% | |
| TTEK | F | 2.06% | |
| KBH | D | 2.04% | |
| CHE | D | 2.03% | |
| OC | A | 1.99% | |
| THG | A | 1.96% | |
| CW | B | 1.91% | |
| ACA | A | 1.89% | |
| SYBT | B | 1.88% | |
| NOG | A | 1.88% | |
| EFSC | B | 1.87% | |
| HWKN | B | 1.83% | |
| UFPI | B | 1.8% | |
| SBCF | A | 1.76% | |
| EHC | B | 1.7% | |
| HLI | B | 1.68% | |
| GABC | B | 1.65% | |
| MUSA | A | 1.62% | |
| HOMB | A | 1.58% | |
| WTFC | A | 1.56% | |
| CASH | A | 1.55% | |
| PRIM | A | 1.53% | |
| EPRT | B | 1.53% | |
| LKFN | B | 1.51% | |
| ICFI | F | 1.51% | |
| CODI | B | 1.47% | |
| ATR | B | 1.45% | |
| CHRD | D | 1.41% | |
| WTBA | B | 1.31% | |
| HCKT | B | 1.3% | |
| EGP | F | 1.29% | |
| CWT | D | 1.25% | |
| GGG | B | 1.24% | |
| OTTR | C | 1.23% | |
| CHDN | B | 1.2% | |
| KFRC | D | 1.2% | |
| BYD | C | 1.18% | |
| GPK | C | 1.12% | |
| KMPR | B | 1.1% | |
| HP | B | 1.08% | |
| NJR | A | 1.07% | |
| LADR | B | 1.05% | |
| VCTR | B | 1.04% | |
| NVT | B | 1.04% | |
| LSTR | D | 1.03% | |
| SCI | B | 1.03% | |
| ADC | B | 0.96% | |
| CPA | D | 0.95% | |
| RRC | B | 0.94% | |
| USLM | A | 0.91% | |
| HIFS | B | 0.91% | |
| AMH | D | 0.88% | |
| TRNO | F | 0.88% | |
| KRP | B | 0.87% | |
| NSA | D | 0.75% | |
| DOX | D | 0.72% | |
| CIVI | D | 0.71% | |
| FELE | B | 0.69% | |
| FCPT | C | 0.69% | |
| AAON | B | 0.66% |
OSCV Underweight 41 Positions Relative to FINX
| Symbol | Grade | Weight | |
|---|---|---|---|
| PYPL | B | -7.2% | |
| FI | A | -7.15% | |
| FIS | C | -6.47% | |
| INTU | C | -5.35% | |
| SQ | B | -5.31% | |
| COIN | C | -5.2% | |
| SSNC | B | -4.33% | |
| TOST | B | -4.08% | |
| XRX | F | -3.95% | |
| GWRE | A | -3.77% | |
| GPN | B | -3.4% | |
| AFRM | B | -3.26% | |
| SOFI | A | -3.09% | |
| JKHY | D | -2.96% | |
| BILL | A | -2.14% | |
| HQY | B | -1.94% | |
| ACIW | B | -1.41% | |
| UPST | B | -1.37% | |
| FOUR | B | -1.33% | |
| NCNO | B | -1.09% | |
| MARA | C | -1.08% | |
| PAYO | A | -0.88% | |
| ENV | B | -0.81% | |
| VIRT | B | -0.74% | |
| VERX | B | -0.69% | |
| STNE | F | -0.65% | |
| FLYW | C | -0.61% | |
| RIOT | C | -0.57% | |
| LMND | B | -0.52% | |
| MLNK | B | -0.41% | |
| DLO | C | -0.39% | |
| LC | A | -0.39% | |
| PAGS | F | -0.38% | |
| CIFR | B | -0.38% | |
| BLND | B | -0.24% | |
| LPRO | C | -0.18% | |
| PAY | B | -0.16% | |
| CTLP | B | -0.15% | |
| IIIV | C | -0.14% | |
| TREE | F | -0.14% | |
| MITK | C | -0.1% |
OSCV: Top Represented Industries & Keywords
FINX: Top Represented Industries & Keywords
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