CNAV vs. IWFG ETF Comparison
Comparison of Mohr Company Nav ETF (CNAV) to IQ MacKay Municipal Insured ETF (IWFG)
CNAV
Mohr Company Nav ETF
CNAV Description
CNAV scans for opportunities across all 11 sectors of the S&P 500, in attempt to navigate significant market value fluctuations. The portfolio may focus on just 50 stocks and rebalances whenever a holding exceeds 10% of total assets. Stock selection follows a top-down, tactical approach, evaluating price movements of individual stocks and over 117 sub-industries within the S&P 500 index. The fund holds the strongest-performing stocks when industry data trends are favorable. Conversely, when an industry shows a negative trend, it reallocates to other industries or moves into money market funds. Due to frequent trading, the fund is expected to experience a high portfolio turnover rate and is designed for investors who can withstand large principal value fluctuations.
Grade (RS Rating)
Last Trade
$28.37
Average Daily Volume
20,041
30
IWFG
IQ MacKay Municipal Insured ETF
IWFG Description
The Fund seek long-term growth of capital by employing a bottom-up investment process while investing in companies that have the potential for above-average future earnings and cash flow growth. IWFG typically invests in a portfolio of 25-35 stocks, allocating 10-60% across each growth type. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of large-cap companies. IQ MacKay Municipal Insured ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$48.80
Average Daily Volume
131
29
Performance
| Period | CNAV | IWFG |
|---|---|---|
| 30 Days | 13.15% | 3.42% |
| 60 Days | 4.79% | |
| 90 Days | 8.07% | |
| 12 Months | 40.39% |
CNAV Overweight 27 Positions Relative to IWFG
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | 7.13% | |
| AXON | B | 4.5% | |
| VRT | B | 3.68% | |
| DAY | A | 3.67% | |
| DASH | A | 3.63% | |
| GPN | C | 3.61% | |
| FTNT | C | 3.6% | |
| VST | B | 3.5% | |
| LW | C | 3.47% | |
| NTNX | B | 3.46% | |
| V | A | 3.41% | |
| TRV | B | 3.36% | |
| FFIV | A | 3.3% | |
| CAH | B | 3.29% | |
| IOT | B | 3.27% | |
| PGR | A | 3.06% | |
| DRI | B | 3.05% | |
| DT | C | 3.03% | |
| WFC | A | 2.98% | |
| MCD | D | 2.92% | |
| SBAC | D | 2.82% | |
| BLDR | C | 2.8% | |
| NOC | D | 2.73% | |
| NKE | F | 2.69% | |
| MDLZ | F | 2.67% | |
| CEG | D | 2.59% | |
| ERIE | D | 2.31% |
CNAV Underweight 26 Positions Relative to IWFG
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | -11.57% | |
| NVDA | C | -7.83% | |
| AMZN | C | -7.69% | |
| AAPL | B | -5.03% | |
| AVGO | D | -4.86% | |
| META | D | -4.54% | |
| GOOG | C | -4.52% | |
| TT | B | -3.49% | |
| SPOT | B | -3.22% | |
| ADI | D | -3.09% | |
| ORLY | B | -2.88% | |
| KKR | B | -2.77% | |
| ISRG | C | -2.74% | |
| MELI | C | -2.74% | |
| NFLX | B | -2.62% | |
| NOW | B | -2.52% | |
| ETN | A | -2.48% | |
| ADBE | C | -2.35% | |
| APH | B | -2.26% | |
| INTU | C | -2.23% | |
| UBER | D | -2.09% | |
| BKNG | B | -2.02% | |
| LRCX | F | -1.93% | |
| SNPS | B | -1.81% | |
| HLT | A | -1.57% | |
| ASML | F | -1.48% |
CNAV: Top Represented Industries & Keywords
IWFG: Top Represented Industries & Keywords
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