OSCV vs. RISN ETF Comparison
Comparison of Opus Small Cap Value Plus ETF (OSCV) to Inspire Tactical Balanced ESG ETF (RISN)
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
$39.94
Average Daily Volume
74,853
Number of Holdings
*
67
* may have additional holdings in another (foreign) market
RISN
Inspire Tactical Balanced ESG ETF
RISN Description
The investment seeks to provide capital appreciation with lower volatility than the U.S. large cap stock market over the long term. The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Treasury bonds via third-party ETFs, investment grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products and exchange-traded notes such as SPDR Gold Shares (GLD) when the strategy identifies a downtrend in the U.S. large cap stock market.Grade (RS Rating)
Last Trade
$27.81
Average Daily Volume
8,079
Number of Holdings
*
75
* may have additional holdings in another (foreign) market
Performance
| Period | OSCV | RISN |
|---|---|---|
| 30 Days | 5.66% | 3.18% |
| 60 Days | 6.63% | 3.50% |
| 90 Days | 7.17% | 3.96% |
| 12 Months | 28.16% | 18.52% |
OSCV Overweight 62 Positions Relative to RISN
| Symbol | Grade | Weight | |
|---|---|---|---|
| CASY | A | 2.69% | |
| ENSG | C | 2.57% | |
| TTEK | F | 2.39% | |
| FIX | A | 2.29% | |
| KAI | B | 2.23% | |
| KBH | D | 2.11% | |
| PRI | B | 2.05% | |
| CW | C | 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 | A | 1.66% | |
| GABC | B | 1.65% | |
| MUSA | B | 1.57% | |
| HOMB | A | 1.56% | |
| CASH | B | 1.55% | |
| LKFN | C | 1.54% | |
| WTFC | A | 1.54% | |
| PRIM | A | 1.51% | |
| ATR | B | 1.48% | |
| EPRT | B | 1.47% | |
| CODI | B | 1.44% | |
| CHRD | D | 1.39% | |
| HCKT | B | 1.31% | |
| WTBA | B | 1.3% | |
| KFRC | D | 1.25% | |
| OTTR | C | 1.23% | |
| CWT | C | 1.23% | |
| CHDN | B | 1.18% | |
| BYD | B | 1.18% | |
| HP | C | 1.15% | |
| GPK | C | 1.12% | |
| USLM | A | 1.11% | |
| SPNS | F | 1.09% | |
| VCTR | B | 1.07% | |
| LADR | B | 1.05% | |
| NVT | B | 1.05% | |
| KMPR | A | 1.04% | |
| NJR | A | 1.02% | |
| SCI | B | 1.01% | |
| HIFS | C | 0.99% | |
| ADC | A | 0.93% | |
| RRC | B | 0.9% | |
| TRNO | F | 0.89% | |
| KRP | B | 0.88% | |
| CPA | D | 0.87% | |
| AMH | C | 0.86% | |
| ASH | F | 0.8% | |
| DOX | D | 0.77% | |
| NSA | C | 0.72% | |
| FELE | B | 0.71% | |
| CIVI | D | 0.7% | |
| AAON | B | 0.69% | |
| FCPT | C | 0.65% |
OSCV Underweight 70 Positions Relative to RISN
| Symbol | Grade | Weight | |
|---|---|---|---|
| USFR | A | -19.16% | |
| NVR | D | -1.32% | |
| EPAM | B | -1.3% | |
| CIVB | B | -1.28% | |
| AX | B | -1.23% | |
| MKL | A | -1.23% | |
| LAD | A | -1.23% | |
| G | B | -1.22% | |
| WST | C | -1.21% | |
| AME | A | -1.2% | |
| COLB | B | -1.17% | |
| PFC | B | -1.17% | |
| CFR | B | -1.16% | |
| EME | A | -1.15% | |
| DAR | C | -1.15% | |
| ODFL | C | -1.15% | |
| SNA | A | -1.13% | |
| CSX | C | -1.12% | |
| EOG | A | -1.11% | |
| PCAR | B | -1.11% | |
| ACIW | B | -1.11% | |
| NFBK | C | -1.11% | |
| ALG | B | -1.11% | |
| CPRT | B | -1.11% | |
| JBHT | C | -1.11% | |
| MLM | C | -1.1% | |
| FAST | B | -1.1% | |
| MVBF | C | -1.1% | |
| MOH | F | -1.1% | |
| NTES | D | -1.1% | |
| LECO | C | -1.1% | |
| BOTJ | B | -1.09% | |
| NECB | C | -1.09% | |
| OFLX | D | -1.09% | |
| MNST | C | -1.09% | |
| PBHC | B | -1.08% | |
| IBN | C | -1.07% | |
| BRO | B | -1.07% | |
| PAG | B | -1.07% | |
| NICE | D | -1.07% | |
| ROL | B | -1.06% | |
| MAA | B | -1.06% | |
| MED | D | -1.06% | |
| GNTX | C | -1.06% | |
| COKE | C | -1.05% | |
| UDR | B | -1.05% | |
| ROP | B | -1.05% | |
| EXPD | C | -1.04% | |
| MSCI | C | -1.04% | |
| POOL | C | -1.03% | |
| ON | D | -1.01% | |
| MIDD | C | -1.01% | |
| RMD | C | -1.0% | |
| PSA | C | -1.0% | |
| LFUS | D | -1.0% | |
| CSGP | D | -1.0% | |
| EW | C | -1.0% | |
| CACI | D | -0.99% | |
| CNI | F | -0.99% | |
| GIII | D | -0.98% | |
| ASR | D | -0.98% | |
| CSL | C | -0.97% | |
| IDXX | F | -0.97% | |
| KRC | B | -0.96% | |
| TSM | B | -0.95% | |
| MKTX | D | -0.95% | |
| FCNCA | A | -0.93% | |
| ELV | F | -0.93% | |
| SWKS | F | -0.89% | |
| CRI | F | -0.83% |
OSCV: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Diversified Industrials
Building Materials
Engineering & Construction
REIT - Industrial
Business Services
Medical Care
Packaging & Containers
REIT - Diversified
Savings & Cooperative Banks
Software - Infrastructure
Airlines
Asset Management
Capital Markets
Chemicals
Conglomerates
Electronic Components
Gambling
Grocery Stores
RISN: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Auto & Truck Dealerships
Integrated Shipping & Logistics
Savings & Cooperative Banks
Semiconductors
Apparel Manufacturing
Beverages - Soft Drinks
Business Services
Capital Markets
Health Care Plans
Information Technology Services
Medical Instruments & Supplies
REIT - Industrial
REIT - Residential
Railroads
Software - Application
Tools & Accessories
Airports & Air Services
Auto Parts
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