CARU vs. RTH ETF Comparison
Comparison of Bank Of Montreal MAX Auto Industry 3x Leveraged ETN (CARU) to Market Vectors Retail ETF (RTH)
CARU
Bank Of Montreal MAX Auto Industry 3x Leveraged ETN
CARU Description
CARU is an aggressive and bullish one-day bet on the US auto industry. The fund provides 3x daily leveraged exposure to a modified liquidity-weighted index that includes firms engaged in automobile manufacturing, automobile parts and retail, and car dealing. The index defines the industries based on the North American Industry Classification System (NAICS) and selects US-listed equities, excluding ETPs. The fund gains its international exposure through the use of ADRs, but will specifically exclude issuers organized in Canada or China. As a geared product, CARU is designed as a short-term trading tool and not a long-term investment vehicle. Long-term returns could materially differ from those of the index due to daily compounding. Since the fund uses an ETN structure, investors assume the credit risk of the issuer.
Grade (RS Rating)
Last Trade
$27.50
Average Daily Volume
129
20
RTH
Market Vectors Retail ETF
RTH Description
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors US Listed Retail 25 Index (the "Retail Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Retail Index is comprised of common stocks and depositary receipts of U.S. exchange-listed companies in the retail industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a U.S. exchange. The fund is non-diversified.Grade (RS Rating)
Last Trade
$224.17
Average Daily Volume
2,591
25
Performance
| Period | CARU | RTH |
|---|---|---|
| 30 Days | 27.80% | 1.66% |
| 60 Days | 14.58% | 5.03% |
| 90 Days | 17.56% | 7.87% |
| 12 Months | 71.44% | 28.42% |
CARU Underweight 23 Positions Relative to RTH
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | B | -21.19% | |
| COST | B | -8.47% | |
| WMT | A | -8.36% | |
| HD | A | -7.74% | |
| LOW | A | -5.05% | |
| MCK | A | -4.97% | |
| TJX | A | -4.23% | |
| CVS | D | -4.09% | |
| TGT | C | -3.96% | |
| JD | D | -3.9% | |
| ROST | D | -2.89% | |
| KR | B | -2.53% | |
| COR | B | -2.52% | |
| SYY | B | -2.48% | |
| LULU | C | -2.15% | |
| CAH | A | -1.68% | |
| TSCO | D | -1.65% | |
| ULTA | F | -1.13% | |
| BBY | D | -1.01% | |
| DG | F | -0.75% | |
| DLTR | F | -0.68% | |
| WBA | F | -0.4% | |
| BBWI | C | -0.36% |
CARU: Top Represented Industries & Keywords
RTH: Top Represented Industries & Keywords
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