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Opus Small Cap Value Plus ETF is an actively managed ETF currently comprised of 68 dividend-paying small/mid-cap stocks selected for their quality, value, and growth characteristics. Despite the suggestion, OSCV's trailing yield is minimal at just 1.18%. The fund's 0.80% expense ratio is a key reason why, and will make it challenging for OSCV to compete. OSCV has outperformed the S&P SmallCap 600 Value Index since its inception in 2018 but has trailed several peers that also include mid-caps, namely VBR.
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It's the issuer's first nontransparent active ETF in its lineup.
Data on the rotation between small-cap growth and value stocks goes back decades. Looking back over 40 years, small value beat small growth about two-thirds of the time.
Value stocks have been unloved by investors for years. Coronavirus and recession further pummeled value stocks as investors shun riskier parts of the market. Ye
In each of the past three calendar years, small cap stocks in the U.S. have lagged their large cap counterparts by roughly 6-7% per year. On a strategic basis,
This is a weekly series focused on analyzing the previous week’s economic data releases. The objective is to concentrate on leading indicators of economic activ
Many investors overlook lesser-known smaller companies in favor of well-known behemoths, but there are some mighty values in small-capitalization (cap) stocks.