OWSMX
Old Westbury Small & Mid Cap Strategies Fund
1W: -1.2%
1M: -2.8%
3M: -3.4%
YTD: +7.6%
1Y: +2.6%
3Y: +35.7%
5Y: +3.5%
$18.97
+0.12 (+0.64%)
Weekly Expected Move ±1.2%
$18
$19
$19
$19
$19
Similar ETFs
20 peers by holdings overlap (2292 holdings)
DFSTX
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34.7%
Shared1590 holdings
Total2,256
AUM$19.6B
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DFSCX
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Shared794 holdings
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DFFVX
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DFSVX
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TRDFX
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22.8%
Shared332 holdings
Total837
AUM$195M
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FZIPX
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22.6%
Shared447 holdings
Total2,162
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PEXMX
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22.1%
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FSMAX
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NAESX
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Shared425 holdings
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DFIEX
DFA International Core Equity Portfolio
20.6%
Shared1392 holdings
Total4,628
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FSSNX
Fidelity Small Cap Index Fund
20.3%
Shared302 holdings
Total1,900
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SWSSX
Schwab Small-Cap Index Fund-Select Shares
20.3%
Shared303 holdings
Total1,901
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SFSNX
Schwab Fundamental US Small Company Idx
19.5%
Shared295 holdings
Total931
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Price$21.50
DFAS
Dimensional - US Small Cap ETF
19.0%
Shared319 holdings
Total2,034
AUM$14.8B
Price$78.73
BBSD.L
ETF
18.8%
Shared337 holdings
Total—
AUM—
Price—
JPSC.DE
ETF
18.8%
Shared337 holdings
Total—
AUM—
Price—
BBSC.SW
ETF
18.8%
Shared337 holdings
Total—
AUM—
Price—
JPSD.DE
ETF
18.8%
Shared337 holdings
Total—
AUM—
Price—
BBSC.L
ETF
18.8%
Shared337 holdings
Total—
AUM—
Price—
BBCS.L
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18.8%
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AUM—
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OWSMX | $9.5B | 2251 | 8.5% | 10.5 | 2.0 | 2.1 | 23.1% | 20.0% | 2.39% | +13.7% | +37.9% | 55.8 | 6.1 |
| DFSTX | $19.6B | 2256 | 28.8% | 19.4 | 2.0 | 1.4 | 9.7% | 6.0% | 1.39% | +10.8% | +28.1% | 53.1 | 6.0 |
| DFSCX | $7.8B | 1876 | 24.6% | 18.0 | 1.2 | 1.2 | 6.4% | 4.7% | 1.42% | +11.1% | +33.1% | 51.4 | 5.9 |
| DFFVX | $15.6B | 1565 | 34.5% | 15.2 | 1.4 | 0.9 | 8.1% | 4.8% | 1.94% | +7.7% | +29.0% | 49.4 | 6.1 |
| DFSVX | $18.2B | 1160 | 36.6% | 15.2 | 1.3 | 0.9 | 6.4% | 4.3% | 2.00% | +6.1% | +28.3% | 48.2 | 6.0 |
| TRDFX | $195M | 837 | 5.3% | 21.6 | 2.4 | 1.5 | 11.2% | 6.4% | 1.59% | +11.5% | +29.7% | 55.0 | 6.2 |
| FZIPX | $2.6B | 2162 | 3.1% | 34.2 | 3.7 | 2.5 | 7.8% | 4.8% | 1.58% | +18.4% | +30.8% | 52.3 | 5.8 |
| PEXMX | $1.2B | 1556 | 6.8% | 47.4 | 5.5 | 3.7 | 3.8% | 2.4% | 1.31% | +22.5% | +30.5% | 52.7 | 5.8 |
| FSMAX | $43.4B | 3169 | 7.2% | 40.1 | 5.3 | 3.6 | -1.3% | -1.0% | 1.28% | +22.6% | +33.5% | 52.8 | 5.8 |
| NAESX | $133.4B | 1303 | 4.0% | 33.5 | 3.9 | 2.3 | 9.1% | 5.1% | 1.56% | +18.3% | +31.5% | 53.8 | 6.0 |
| DFIEX | $41.2B | 4628 | 7.5% | 10.7 | 1.4 | 1.1 | 13.2% | 10.6% | 3.30% | +16.2% | +36.2% | 53.5 | 5.9 |