AOTG vs. IQSM ETF Comparison
Comparison of AOT Growth and Innovation ETF (AOTG) to IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
AOTG
AOT Growth and Innovation ETF
AOTG Description
EA Series Trust - AOT Growth and Innovation ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by AOT Invest LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis with top-down stock picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. EA Series Trust - AOT Growth and Innovation ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$46.48
Average Daily Volume
523
Number of Holdings
*
47
* may have additional holdings in another (foreign) market
IQSM
IQ Candriam ESG U.S. Mid Cap Equity ETF
IQSM Description
IQ Candriam ESG U.S. Mid Cap Equity ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the IQ Candriam ESG U.S. Mid Cap Equity Index, by using full replication technique. IQ Candriam ESG U.S. Mid Cap Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$34.29
Average Daily Volume
13,747
Number of Holdings
*
214
* may have additional holdings in another (foreign) market
Performance
| Period | AOTG | IQSM |
|---|---|---|
| 30 Days | 9.55% | 4.29% |
| 60 Days | 12.90% | 5.32% |
| 90 Days | 15.34% | 6.64% |
| 12 Months | 49.34% | 27.71% |
AOTG Overweight 41 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 10.8% | |
| AMD | F | 7.3% | |
| TOST | B | 6.25% | |
| CRM | B | 5.88% | |
| NU | C | 4.82% | |
| AMZN | C | 4.78% | |
| TSM | B | 4.74% | |
| GOOGL | C | 4.13% | |
| SHOP | B | 4.06% | |
| MSFT | F | 3.98% | |
| V | A | 3.87% | |
| TSLA | B | 2.67% | |
| ADBE | C | 2.59% | |
| MELI | D | 2.42% | |
| PYPL | B | 2.42% | |
| NOW | A | 2.26% | |
| TYL | B | 1.86% | |
| TTD | B | 1.83% | |
| NFLX | A | 1.82% | |
| SPOT | B | 1.77% | |
| WDAY | B | 1.73% | |
| LLY | F | 1.52% | |
| SOFI | A | 1.08% | |
| SQ | B | 1.04% | |
| DLO | C | 1.0% | |
| DDOG | A | 0.92% | |
| IOT | A | 0.62% | |
| DOCN | D | 0.56% | |
| ZM | B | 0.52% | |
| ADSK | A | 0.45% | |
| VEEV | C | 0.43% | |
| SNOW | C | 0.35% | |
| BILL | A | 0.35% | |
| PAYX | C | 0.35% | |
| AXP | A | 0.32% | |
| PANW | C | 0.3% | |
| MA | C | 0.26% | |
| OKTA | C | 0.19% | |
| MDB | C | 0.15% | |
| FSLY | D | 0.07% | |
| NTLA | F | 0.06% |
AOTG Underweight 208 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | C | -1.17% | |
| PKG | A | -1.05% | |
| YUMC | C | -0.87% | |
| KEY | B | -0.86% | |
| BURL | A | -0.84% | |
| PNR | A | -0.83% | |
| RPM | A | -0.82% | |
| XPO | B | -0.81% | |
| MAS | D | -0.81% | |
| FIX | A | -0.81% | |
| OC | A | -0.81% | |
| NTNX | A | -0.81% | |
| MANH | D | -0.8% | |
| KIM | A | -0.79% | |
| TWLO | A | -0.78% | |
| GEN | B | -0.78% | |
| FLEX | A | -0.77% | |
| TOL | B | -0.76% | |
| EQH | B | -0.74% | |
| USFD | A | -0.73% | |
| GWRE | A | -0.73% | |
| ACM | A | -0.72% | |
| RGA | A | -0.72% | |
| EWBC | A | -0.71% | |
| GGG | B | -0.71% | |
| UTHR | C | -0.71% | |
| SFM | A | -0.69% | |
| SAIA | B | -0.68% | |
| FFIV | B | -0.68% | |
| POOL | C | -0.67% | |
| UNM | A | -0.66% | |
| RNR | C | -0.66% | |
| DT | C | -0.65% | |
| UDR | B | -0.65% | |
| EPAM | C | -0.63% | |
| ALB | C | -0.62% | |
| TPR | B | -0.61% | |
| CHRW | C | -0.61% | |
| CPT | B | -0.61% | |
| REG | B | -0.6% | |
| JKHY | D | -0.6% | |
| FTI | A | -0.6% | |
| ITT | A | -0.6% | |
| AMH | D | -0.6% | |
| ELS | C | -0.6% | |
| JLL | D | -0.59% | |
| NVT | B | -0.59% | |
| HST | C | -0.59% | |
| NBIX | C | -0.59% | |
| WPC | D | -0.59% | |
| KMX | B | -0.58% | |
| INSM | C | -0.56% | |
| SJM | D | -0.56% | |
| RRX | B | -0.55% | |
| BJ | A | -0.55% | |
| AIZ | A | -0.55% | |
| BLD | D | -0.54% | |
| SF | B | -0.54% | |
| JNPR | F | -0.54% | |
| CG | A | -0.54% | |
| LW | C | -0.53% | |
| DKS | C | -0.53% | |
| ATR | B | -0.53% | |
| NCLH | B | -0.53% | |
| NWSA | B | -0.53% | |
| TTEK | F | -0.52% | |
| TECH | D | -0.52% | |
| CUBE | D | -0.52% | |
| FND | C | -0.52% | |
| IPG | D | -0.52% | |
| CTLT | B | -0.51% | |
| WTRG | B | -0.51% | |
| PRI | A | -0.5% | |
| MKTX | D | -0.48% | |
| DTM | B | -0.48% | |
| LAD | A | -0.48% | |
| EXAS | D | -0.47% | |
| BRBR | A | -0.47% | |
| SRPT | D | -0.47% | |
| AYI | B | -0.47% | |
| OHI | C | -0.47% | |
| GL | B | -0.47% | |
| EHC | B | -0.47% | |
| LKQ | D | -0.46% | |
| ORI | A | -0.46% | |
| CRL | C | -0.46% | |
| QGEN | D | -0.46% | |
| ALLY | C | -0.46% | |
| WAL | B | -0.46% | |
| ARMK | B | -0.46% | |
| WCC | B | -0.45% | |
| INGR | B | -0.45% | |
| FBIN | D | -0.45% | |
| GLOB | B | -0.44% | |
| REXR | F | -0.44% | |
| BRX | A | -0.43% | |
| MTZ | B | -0.43% | |
| EXEL | B | -0.43% | |
| PCVX | D | -0.43% | |
| DCI | B | -0.43% | |
| AOS | F | -0.42% | |
| GPK | C | -0.42% | |
| SNX | C | -0.42% | |
| PEN | B | -0.42% | |
| RVMD | C | -0.42% | |
| DVA | B | -0.42% | |
| KNX | B | -0.42% | |
| TFX | F | -0.42% | |
| HSIC | B | -0.41% | |
| TTC | D | -0.41% | |
| X | C | -0.41% | |
| PLNT | A | -0.41% | |
| WMS | D | -0.41% | |
| AXTA | A | -0.41% | |
| FRT | B | -0.4% | |
| ITCI | C | -0.4% | |
| AA | B | -0.39% | |
| VOYA | B | -0.39% | |
| RL | B | -0.39% | |
| MOS | F | -0.39% | |
| CHE | D | -0.39% | |
| FN | D | -0.39% | |
| HRB | D | -0.38% | |
| ONTO | D | -0.38% | |
| NYT | C | -0.38% | |
| HAS | D | -0.38% | |
| MEDP | D | -0.37% | |
| ADC | B | -0.37% | |
| TREX | C | -0.36% | |
| WH | B | -0.36% | |
| ESTC | C | -0.36% | |
| RHI | B | -0.36% | |
| KEX | C | -0.36% | |
| MHK | D | -0.35% | |
| JAZZ | B | -0.35% | |
| RGEN | D | -0.35% | |
| APG | B | -0.35% | |
| OLED | D | -0.35% | |
| G | B | -0.35% | |
| AGNC | D | -0.34% | |
| ALV | C | -0.34% | |
| WEX | D | -0.34% | |
| GTLS | B | -0.34% | |
| RIVN | F | -0.34% | |
| HLNE | B | -0.33% | |
| GXO | B | -0.33% | |
| BEN | C | -0.33% | |
| BPOP | B | -0.33% | |
| FCN | D | -0.33% | |
| GNTX | C | -0.33% | |
| CMC | B | -0.33% | |
| RYAN | B | -0.33% | |
| AZEK | A | -0.33% | |
| FR | C | -0.33% | |
| LSCC | D | -0.33% | |
| DAR | C | -0.32% | |
| FAF | A | -0.32% | |
| DINO | D | -0.32% | |
| ANF | C | -0.32% | |
| AXS | A | -0.32% | |
| CGNX | C | -0.32% | |
| H | B | -0.32% | |
| MKSI | C | -0.32% | |
| MSA | D | -0.31% | |
| NOV | C | -0.31% | |
| LSTR | D | -0.31% | |
| MTN | C | -0.31% | |
| STAG | F | -0.31% | |
| CFLT | B | -0.31% | |
| ARW | D | -0.3% | |
| ESI | A | -0.3% | |
| PARA | C | -0.3% | |
| ALTR | B | -0.28% | |
| SIGI | C | -0.28% | |
| HALO | F | -0.28% | |
| AGCO | D | -0.28% | |
| SUM | B | -0.28% | |
| LFUS | F | -0.28% | |
| WFRD | D | -0.28% | |
| CHX | C | -0.28% | |
| CROX | D | -0.28% | |
| STWD | C | -0.28% | |
| WBA | F | -0.28% | |
| BPMC | C | -0.28% | |
| ETSY | D | -0.28% | |
| WTS | B | -0.27% | |
| PATH | C | -0.27% | |
| VKTX | F | -0.26% | |
| PVH | C | -0.26% | |
| CRUS | D | -0.26% | |
| POST | C | -0.26% | |
| CLF | F | -0.26% | |
| AM | A | -0.25% | |
| LEA | D | -0.25% | |
| IBP | D | -0.24% | |
| TKR | D | -0.23% | |
| DLB | B | -0.23% | |
| FIVE | F | -0.22% | |
| ST | F | -0.22% | |
| AN | C | -0.21% | |
| GAP | C | -0.2% | |
| ACHC | F | -0.17% | |
| ZG | A | -0.17% | |
| CACC | D | -0.13% | |
| COTY | F | -0.12% | |
| NWS | B | -0.11% | |
| LCID | F | -0.08% | |
| LEVI | F | -0.07% |
AOTG: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Credit Services
Semiconductors
Internet Content & Information
Specialty Retail
Auto Manufacturers
Banks - Diversified
Biotechnology
Business Services
Drug Manufacturers - Major
Health Information Services
Media - Diversified
Pay TV
Real Estate Services
Telecom Services
IQSM: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Diversified Industrials
Building Materials
Engineering & Construction
Software - Infrastructure
Business Services
Packaged Foods
REIT - Residential
REIT - Retail
Asset Management
Auto Parts
Diagnostics & Research
Leisure
Medical Care
Oil & Gas Equipment & Services
REIT - Industrial
Specialty Chemicals
Specialty Retail
Apparel Manufacturing
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