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OSCV: Solid Small-Cap Value Strategy Weakened By High Fees
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.
Seekingalpha | 1 year ago
