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Opus Small Cap Value ETF

OSCV
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jul 18 2018
Expense Ratio
0.79%
Type
US Equities
Fund Owner
Aptus Capital Advisors
Volume (1m avg. daily)
$885,500
AUM
$227,128,280
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
Yes
Prospectus

Top 10 Holdings

n/a
Cash & Other
4.30%
CHE
Chemed Corp.
2.74%
ENSG
Ensign Group Inc
2.39%
TXRH
Texas Roadhouse Inc
2.27%
CHDN
Churchill Downs, Inc.
2.11%
VNOM
Viper Energy Partners LP - Unit
2.09%
VVV
Valvoline Inc
2.06%
LECO
Lincoln Electric Holdings, Inc.
1.88%
THG
Hanover Insurance Group Inc
1.85%
KBH
KB Home
1.85%
Invest with OSCV

What is OSCV?

The Opus Small Cap Value Plus ETF (the Fund or the Value Fund ) 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 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 s sub-adviser selects stocks across a variety of sectors and industries for the Fund by combining factor-based analysis with rigorous fundamental research to identify high-quality, growing companies that the sub-adviser believes are undervalued.

ETFs related toOSCV

ETFs correlated to OSCV include VBR, DFAS, DON

OSCV
ETF Series Solutions Trust - Opus Small Cap Value Plus ETF
VBR
Vanguard Group, Inc. - Vanguard Small Cap Value ETF
DFAS
Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
DON
WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
FNDA
Schwab Strategic Trust - Schwab Fundamental U.S. Small Company Index ETF
DFAT
Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IVOO
Vanguard Group, Inc. - Vanguard S&P Mid-Cap 400 ETF
IJH
BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap ETF
MDY
State Street Global Advisors - S&P MidCap 400 ETF
SPMD
SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
MIDU
Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3x Shares

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toOSCV

#TSMO

Treasury and Stock Momentum

Category

Momentum, Be Risk Aware

Risk Rating

Aggressive

#BUTTERFLY

Golden Butterfly

Category

Getting Defensive

Risk Rating

Moderate

Create your own algorithmic trading strategy with OSCV using Composer

FAQ

OSCV is a US Equities ETF. The Opus Small Cap Value Plus ETF (the Fund or the Value Fund ) 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 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 s sub-adviser selects stocks across a variety of sectors and industries for the Fund by combining factor-based analysis with rigorous fundamental research to identify high-quality, growing companies that the sub-adviser believes are undervalued.

Yes, OSCV is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, OSCV is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on OSCV is -0.0646%. This is the percent change in the value of OSCV over the most recent 1-month period. The 3-month return on OSCV is -0.0286%. This is the percent change in the value of OSCV over the most recent 3-month period.

The standard deviation of OSCV for the past year is 0.2133%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to OSCV include SPHQ, QUAL, and SUSA.

ETFs correlated to OSCV include VBR, DFAS, and DON.

ETFs that are inversely correlated to OSCV include RWM, TWM, and TZA.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.