AGOX vs. SROI ETF Comparison
Comparison of Adaptive Growth Opportunities ETF (AGOX) to Calamos ETF Trust Calamos Antetokounmpo Global Sustainable Equities ETF (SROI)
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
$29.07
Average Daily Volume
38,969
77
SROI
Calamos ETF Trust Calamos Antetokounmpo Global Sustainable Equities ETF
SROI Description
The fund is an actively managed exchange-traded fund (ETF) that does not seek to replicate the performance of a specified index. The fund will, under normal circumstances, invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of companies in developed markets (including the U.S.) and emerging markets (including frontier market countries) that, in the view of Calamos Advisors LLC, have above average growth potential and meet the environmental, social and governance (ESG) criteria.Grade (RS Rating)
Last Trade
$30.14
Average Daily Volume
467
9
Performance
Period | AGOX | SROI |
---|---|---|
30 Days | -1.44% | 0.90% |
60 Days | 3.09% | 1.95% |
90 Days | 3.64% | 3.80% |
12 Months | 28.58% | 25.12% |
AGOX Overweight 73 Positions Relative to SROI
Symbol | Grade | Weight | |
---|---|---|---|
LLY | C | 11.19% | |
QQQ | C | 6.52% | |
AVGO | C | 2.69% | |
HWM | B | 1.96% | |
BSX | B | 1.91% | |
XLC | A | 1.41% | |
CRM | D | 1.32% | |
PGR | A | 1.31% | |
AMZN | C | 1.28% | |
SMH | D | 1.18% | |
GE | A | 1.16% | |
VRTX | D | 1.11% | |
VRSK | D | 1.07% | |
DECK | D | 1.03% | |
KCE | A | 1.0% | |
FICO | B | 0.94% | |
REGN | C | 0.93% | |
GWW | A | 0.84% | |
BMI | B | 0.83% | |
T | C | 0.82% | |
APPF | D | 0.82% | |
TDG | B | 0.82% | |
CPRT | D | 0.78% | |
ETN | C | 0.73% | |
CRS | A | 0.69% | |
XAR | B | 0.67% | |
CEG | A | 0.65% | |
SPSC | D | 0.64% | |
MMS | C | 0.63% | |
SNPS | D | 0.63% | |
CBOE | C | 0.62% | |
ARGT | B | 0.48% | |
ANF | D | 0.46% | |
CDNS | D | 0.46% | |
PTGX | B | 0.43% | |
IR | C | 0.4% | |
AMD | D | 0.39% | |
BKNG | B | 0.37% | |
AMP | B | 0.36% | |
MOG.A | B | 0.36% | |
JPM | D | 0.3% | |
ECL | A | 0.29% | |
RJF | C | 0.29% | |
TPH | C | 0.28% | |
GRBK | C | 0.28% | |
FSS | D | 0.28% | |
TYL | C | 0.28% | |
MDGL | F | 0.27% | |
IESC | C | 0.27% | |
AI | F | 0.25% | |
HUBB | A | 0.23% | |
META | A | 0.22% | |
SWKS | F | 0.22% | |
BAC | D | 0.21% | |
SMCI | F | 0.19% | |
WINA | D | 0.19% | |
MANH | A | 0.19% | |
AROC | D | 0.19% | |
SCHW | D | 0.19% | |
TEX | F | 0.18% | |
WCC | D | 0.18% | |
PWR | B | 0.11% | |
TSLA | C | 0.05% | |
VRT | C | 0.04% | |
ACLS | F | 0.04% | |
SAGE | F | 0.03% | |
ELF | F | 0.03% | |
ORCL | B | 0.01% | |
ADI | C | 0.01% | |
MPC | D | 0.01% | |
XOM | D | 0.01% | |
BIO | C | 0.0% | |
OGIG | A | 0.0% |
AGOX: Top Represented Industries & Keywords
SROI: Top Represented Industries & Keywords