OSCV vs. INFL ETF Comparison
Comparison of Opus Small Cap Value Plus ETF (OSCV) to Horizon Kinetics Inflation Beneficiaries ETF (INFL)
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
$37.02
Average Daily Volume
35,914
68
INFL
Horizon Kinetics Inflation Beneficiaries ETF
INFL Description
The investment seeks long-term growth of capital in real (inflation-adjusted) terms. The fund is an actively-managed ETF that seeks to achieve its investment objective by investing primarily in the equity securities of domestic and foreign companies that are expected to benefit, either directly or indirectly, from rising prices (inflation). The fund's investments in equity securities are generally expected to include common stock, ownership units of publicly traded MLPs, and units of royalty trusts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$38.38
Average Daily Volume
87,723
16
Performance
Period | OSCV | INFL |
---|---|---|
30 Days | -1.08% | 3.84% |
60 Days | -1.37% | 10.48% |
90 Days | 8.09% | 12.45% |
12 Months | 25.87% | 30.68% |
0 Overlapping Holdings
Symbol | Grade | Weight in OSCV | Weight in INFL | Overlap |
---|
OSCV Overweight 68 Positions Relative to INFL
Symbol | Grade | Weight | |
---|---|---|---|
ENSG | D | 2.79% | |
CASY | D | 2.66% | |
TTEK | B | 2.56% | |
TXRH | A | 2.46% | |
CHE | C | 2.33% | |
KBH | C | 2.3% | |
FIX | A | 2.11% | |
KAI | C | 1.99% | |
PRI | A | 1.97% | |
ICFI | C | 1.97% | |
UFPI | C | 1.92% | |
THG | C | 1.89% | |
OC | C | 1.86% | |
CW | A | 1.83% | |
HWKN | A | 1.83% | |
ACA | C | 1.78% | |
EHC | B | 1.77% | |
NOG | F | 1.75% | |
EPRT | C | 1.64% | |
MUSA | D | 1.6% | |
HLI | C | 1.53% | |
CHRD | F | 1.53% | |
EGP | D | 1.51% | |
EFSC | D | 1.51% | |
CODI | D | 1.5% | |
SYBT | D | 1.49% | |
SBCF | D | 1.47% | |
SPNS | C | 1.47% | |
ATR | A | 1.44% | |
CWT | D | 1.36% | |
KFRC | F | 1.33% | |
GABC | D | 1.31% | |
OTTR | F | 1.29% | |
HOMB | D | 1.27% | |
GGG | B | 1.26% | |
LKFN | F | 1.23% | |
CHDN | D | 1.2% | |
GPK | C | 1.2% | |
HCKT | C | 1.17% | |
LADR | D | 1.14% | |
OSBC | D | 1.12% | |
LSTR | D | 1.12% | |
BYD | C | 1.11% | |
NJR | C | 1.1% | |
WTBA | D | 1.09% | |
TRNO | D | 1.06% | |
HP | F | 1.06% | |
NVT | D | 1.04% | |
KMPR | D | 1.0% | |
SCI | C | 1.0% | |
ADC | B | 0.99% | |
AMH | D | 0.98% | |
ASH | F | 0.95% | |
LECO | D | 0.94% | |
KRP | B | 0.92% | |
NSA | C | 0.88% | |
RRC | D | 0.87% | |
CPA | D | 0.86% | |
HIFS | D | 0.86% | |
EVTC | D | 0.85% | |
WASH | D | 0.83% | |
USLM | C | 0.81% | |
DOX | B | 0.78% | |
FCPT | C | 0.75% | |
CIVI | F | 0.75% | |
FELE | C | 0.72% | |
BRKR | D | 0.68% | |
AAON | A | 0.57% |
OSCV: Top Represented Industries & Keywords
INFL: Top Represented Industries & Keywords