AGOX vs. BULZ ETF Comparison
Comparison of Adaptive Growth Opportunities ETF (AGOX) to MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ)
AGOX
Adaptive Growth Opportunities ETF
AGOX Description
The investment seeks capital appreciation. The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. The manager primarily utilizes ETFs and equities but may also use fixed income securities to diversify its asset classes. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.
Grade (RS Rating)
Last Trade
$29.02
Average Daily Volume
37,866
76
BULZ
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ Description
BULZ provides daily 3x exposure to an index of FANG and technology companies that meet certain requirements. The fund will consistently comprise eight core components (Alphabet, Amazon, Apple, Facebook, Microsoft, Netflix, NVIDIA, and Tesla) and include seven companies determined through a selection methodology. Eligible securities must be listed on a US exchange, classified in the technology sector, and have a market cap of at least 10 billion USD. Selection will begin with ranking the securities by market cap and selecting the 30 largest companies which will then be sorted by 12-month average daily value traded. The top seven stocks will complete the index along with the eight core components and are then equally weighted. The index is rebalanced monthly and reconstituted quarterly. As a leveraged product with 3x factor that resets daily, BULZ is not a buy-and-hold investment and should not be expected to provide index leverage return greater than a one day period.Grade (RS Rating)
Last Trade
$146.77
Average Daily Volume
132,294
15
Performance
| Period | AGOX | BULZ |
|---|---|---|
| 30 Days | 4.73% | 26.06% |
| 60 Days | 9.10% | 46.43% |
| 90 Days | 2.39% | -22.27% |
| 12 Months | 29.44% | 129.69% |
10 Overlapping Holdings
AGOX Overweight 66 Positions Relative to BULZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | D | 9.22% | |
| QQQ | B | 6.61% | |
| XLC | A | 3.53% | |
| HWM | A | 2.03% | |
| BSX | A | 1.86% | |
| SMH | B | 1.47% | |
| PGR | B | 1.3% | |
| GE | B | 1.24% | |
| VRTX | D | 1.05% | |
| VRSK | D | 1.04% | |
| DECK | B | 1.04% | |
| KCE | A | 1.02% | |
| VRT | B | 0.98% | |
| FICO | C | 0.95% | |
| CEG | A | 0.88% | |
| NVO | F | 0.87% | |
| BMI | A | 0.86% | |
| GWW | B | 0.86% | |
| APPF | C | 0.84% | |
| TDG | A | 0.83% | |
| REGN | D | 0.82% | |
| CPRT | B | 0.81% | |
| T | B | 0.8% | |
| ETN | B | 0.79% | |
| CRS | B | 0.76% | |
| XAR | A | 0.67% | |
| SNPS | F | 0.66% | |
| MMS | C | 0.65% | |
| SPSC | D | 0.64% | |
| CBOE | B | 0.59% | |
| SMCI | F | 0.54% | |
| ARGT | C | 0.47% | |
| ANF | D | 0.45% | |
| CDNS | D | 0.45% | |
| PTGX | C | 0.42% | |
| IR | A | 0.42% | |
| BKNG | B | 0.39% | |
| AMP | A | 0.38% | |
| MOG.A | C | 0.37% | |
| IESC | A | 0.34% | |
| RJF | B | 0.3% | |
| FSS | D | 0.3% | |
| ECL | C | 0.29% | |
| GRBK | C | 0.29% | |
| TYL | D | 0.28% | |
| TPH | C | 0.28% | |
| AI | D | 0.26% | |
| HUBB | A | 0.25% | |
| MDGL | F | 0.24% | |
| SWKS | F | 0.22% | |
| BAC | B | 0.21% | |
| AROC | B | 0.2% | |
| WCC | D | 0.2% | |
| MANH | A | 0.2% | |
| WINA | C | 0.2% | |
| SCHW | D | 0.19% | |
| TEX | F | 0.18% | |
| PWR | A | 0.12% | |
| ACLS | F | 0.05% | |
| SAGE | F | 0.03% | |
| ELF | F | 0.03% | |
| ADI | B | 0.01% | |
| MPC | D | 0.01% | |
| XOM | A | 0.01% | |
| BIO | B | 0.0% | |
| OGIG | A | 0.0% |
AGOX: Top Represented Industries & Keywords
BULZ: Top Represented Industries & Keywords
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