BULZ vs. LMBO ETF Comparison

Comparison of MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ) to Direxion Shares ETF Trust Direxion Daily Crypto Industry Bull 2X Shares (LMBO)

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

$147.64

Average Daily Volume

133,151

Number of Holdings ^*

15

* may have additional holdings in another (foreign) market

LMBO

Direxion Shares ETF Trust Direxion Daily Crypto Industry Bull 2X Shares

LMBO Description

The index seeks to track the performance of US-listed securities that have business operations in the field of distributed ledger or decentralized payment technology. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, securities of the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$20.91

Average Daily Volume

2,776

Number of Holdings ^*

7

* may have additional holdings in another (foreign) market

Performance

Period	BULZ	LMBO
30 Days	17.62%	8.94%
60 Days	8.24%	3.36%
90 Days	-8.58%
12 Months	139.91%

2 Overlapping Holdings

	Symbol	Grade	Weight in BULZ	Weight in LMBO	Overlap
	AMD	C	6.67%	5.41%	5.41%
	NVDA	C	6.67%	5.9%	5.9%

BULZ Overweight 13 Positions Relative to LMBO

	Symbol	Grade	Weight
	ADBE	F	6.67%
	TSLA	C	6.67%
	CRM	C	6.67%
	QCOM	D	6.67%
	MU	D	6.67%
	AMZN	C	6.67%
	META	B	6.67%
	INTC	D	6.67%
	GOOGL	D	6.67%
	AAPL	C	6.67%
	NFLX	B	6.67%
	MSFT	C	6.67%
	AVGO	C	6.67%

BULZ Underweight 5 Positions Relative to LMBO

	Symbol	Grade	Weight
	PYPL	B	-7.07%
	MA	B	-6.32%
	V	C	-5.95%
	COIN	F	-4.47%
	NU	C	-3.82%

BULZ: Top Represented Industries & Keywords

Industries: Semiconductors Internet Content & Information Software - Application Auto Manufacturers Consumer Electronics Media - Diversified Semiconductor Memory Software - Infrastructure Specialty Retail

Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Mobile Devices Work From Home Hyperscale IBD 50 Smartphones Software Consumer Electronics Design Manufacturers Fabless Semiconductor Companies Laptop Computer Operating System Wireless Communication Artificial Intelligence Baseband Baseband Processor CRM

LMBO: Top Represented Industries & Keywords

Industries: Credit Services Semiconductors Banks - Diversified Software - Application

Keywords: S&P 500 Debit Card Payment Systems Mobile Devices Nasdaq 100 Artificial Intelligence Computer Architecture Credit Card Deep Learning Design Manufacturers E Commerce Payment System E-Commerce Fintech Mobile Payments Payment Solutions System Builders Alternative Payments Bank Bank Account Banking