OWACX
Old Westbury All Cap Core
1W: -0.7%
1M: -0.4%
3M: -2.1%
YTD: +5.5%
1Y: -0.7%
3Y: +32.6%
5Y: +21.1%
$27.52
+0.25 (+0.92%)
Weekly Expected Move ±1.4%
$27
$27
$27
$28
$28
Similar ETFs
20 peers by holdings overlap (103 holdings)
FFA
First Trust Enhanced Equity Income Fund
55.6%
Shared37 holdings
Total62
AUM$444M
Price$22.21
ROGSX
Red Oak Technology Select Fund
49.5%
Shared16 holdings
Total28
AUM$843M
Price$65.74
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
46.9%
Shared57 holdings
Total500
AUM$2.1B
Price$21.44
GCPAX
Gateway Equity Call Premium A
45.2%
Shared43 holdings
Total266
AUM$346M
Price$24.51
PRCOX
T. Rowe Price U.S. Equity Research Fund
45.2%
Shared50 holdings
Total302
AUM$1.9B
Price$76.56
POGAX
Putnam Large Cap Growth Fund;A
45.1%
Shared23 holdings
Total45
AUM$15.3B
Price$80.87
PREFX
T. Rowe Price Tax-Efficient Equity Fund
44.9%
Shared55 holdings
Total336
AUM$1.6B
Price$96.79
EOI
Eaton Vance Enhanced Equity Income Fund
44.4%
Shared19 holdings
Total50
AUM$814M
Price$19.85
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
44.4%
Shared19 holdings
Total50
AUM$547M
Price$8.13
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
44.4%
Shared19 holdings
Total54
AUM$2.3B
Price$14.18
CAHEX
Calamos Hedged Equity Income Fund Class A
44.1%
Shared35 holdings
Total261
AUM$878M
Price$20.66
SEEKX
Steward Values Enhanced Lg Cap A
44.1%
Shared49 holdings
Total404
AUM$325M
Price$43.85
PEOPX
BNY Mellon S&P 500 Index Fund
43.8%
Shared55 holdings
Total501
AUM$2.8B
Price$69.49
MYSPX
MainStay S&P 500 Index Fund Investor Class
43.8%
Shared55 holdings
Total502
AUM$2.1B
Price$82.12
SWPPX
Schwab S&P 500 Index Fund- Select Shares
43.8%
Shared55 holdings
Total500
AUM$148.8B
Price$19.95
DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I
43.8%
Shared55 holdings
Total501
AUM$1.4B
Price$50.72
GRMAX
Nationwide S&P 500 Index Fund
43.8%
Shared55 holdings
Total502
AUM$1.8B
Price$34.16
DFUSX
DFA US Large Company Portfolio
43.7%
Shared55 holdings
Total502
AUM$14.9B
Price$51.25
CLM
Cornerstone Strategic Value Fund, Inc.
43.7%
Shared27 holdings
Total99
AUM$1.8B
Price$6.38
PLFMX
Principal LargeCap S&P 500 Index Fund
43.7%
Shared55 holdings
Total502
AUM$11.0B
Price$36.76
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OWACX | $3.7B | 102 | 36.7% | 16.6 | 4.2 | 3.9 | 28.4% | 23.5% | 0.90% | +23.0% | +42.9% | 58.9 | 6.4 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| GCPAX | $346M | 266 | 37.4% | 14.3 | 3.9 | 3.9 | 30.8% | 26.9% | 1.46% | +21.4% | +37.1% | 53.9 | 6.2 |
| PRCOX | $1.9B | 302 | 37.2% | 14.9 | 4.1 | 4.0 | 31.6% | 26.5% | 1.23% | +22.5% | +38.1% | 56.2 | 6.3 |
| POGAX | $15.3B | 45 | 63.6% | 16.8 | 5.3 | 5.4 | 37.7% | 32.2% | 0.66% | +29.5% | +49.6% | 58.2 | 6.2 |
| PREFX | $1.6B | 336 | 55.4% | 13.7 | 4.4 | 4.5 | 38.1% | 32.5% | 0.62% | +25.8% | +45.4% | 60.5 | 6.3 |
| EOI | $814M | 50 | 47.7% | 16.1 | 4.8 | 4.4 | 34.8% | 27.2% | 0.88% | +21.5% | +37.4% | 62.1 | 6.5 |
| ETJ | $547M | 50 | 47.0% | 16.0 | 4.8 | 4.4 | 34.9% | 27.2% | 0.88% | +21.5% | +37.6% | 62.1 | 6.5 |
| ETY | $2.3B | 54 | 51.3% | 16.3 | 4.9 | 4.4 | 35.2% | 27.1% | 0.87% | +21.9% | +41.1% | 62.2 | 6.5 |