CNEQ vs. WLDR ETF Comparison
Comparison of Alger Concentrated Equity ETF (CNEQ) to Affinity World Leaders Equity ETF (WLDR)
CNEQ
Alger Concentrated Equity ETF
CNEQ Description
CNEQ is actively managed, investing in large-cap companies on U.S. exchanges that have a promising growth potential. At least 25% of the total assets go into related industries like software and technology hardware, semiconductors, IT services, electronic devices, retail and communication industries. The fund may invest more than 25% of total assets get invested in a single industry. A significant portion may be dedicated to enterprises within a sector, like Information Technology and Communication Services. The portfolio generally comprises no more than 30 holdings, often selling when a stock reaches its target price. The Fund also invests in cash and cash equivalents during market volatility or in the absence of viable long-term investment options. This cash holding is not expected to exceed 15% of net assets.
Grade (RS Rating)
Last Trade
$25.51
Average Daily Volume
3,734
25
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.Grade (RS Rating)
Last Trade
$34.72
Average Daily Volume
3,014
73
Performance
| Period | CNEQ | WLDR |
|---|---|---|
| 30 Days | 6.39% | 5.56% |
| 60 Days | 11.26% | 5.63% |
| 90 Days | 15.00% | 8.20% |
| 12 Months | 36.70% |
CNEQ Overweight 22 Positions Relative to WLDR
CNEQ Underweight 70 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| DELL | C | -3.19% | |
| HPE | B | -2.98% | |
| NTAP | C | -2.96% | |
| AMAT | F | -2.71% | |
| STX | D | -2.68% | |
| BURL | A | -2.66% | |
| CPNG | D | -2.32% | |
| VTRS | A | -2.26% | |
| DOCU | A | -2.03% | |
| PFE | D | -1.87% | |
| GEN | B | -1.87% | |
| CTSH | B | -1.85% | |
| SSNC | B | -1.74% | |
| EBAY | D | -1.64% | |
| DFS | B | -1.43% | |
| CMCSA | B | -1.4% | |
| VZ | C | -1.35% | |
| RF | A | -1.32% | |
| BK | A | -1.3% | |
| TROW | B | -1.28% | |
| BRK.A | B | -1.21% | |
| OMC | C | -1.15% | |
| TEVA | D | -1.07% | |
| WMB | A | -1.05% | |
| PM | B | -1.04% | |
| BKR | B | -1.03% | |
| OC | A | -0.95% | |
| LMT | D | -0.94% | |
| MO | A | -0.93% | |
| MMM | D | -0.9% | |
| TOL | B | -0.88% | |
| USFD | A | -0.88% | |
| KR | B | -0.87% | |
| BCS | C | -0.81% | |
| FANG | D | -0.81% | |
| CCL | B | -0.79% | |
| RCL | A | -0.78% | |
| FI | A | -0.71% | |
| SWK | D | -0.7% | |
| CI | F | -0.7% | |
| ELV | F | -0.62% | |
| PYPL | B | -0.62% | |
| ALL | A | -0.6% | |
| HCA | F | -0.6% | |
| THC | D | -0.59% | |
| UHS | D | -0.57% | |
| MKL | A | -0.56% | |
| CNC | D | -0.54% | |
| LOGI | D | -0.54% | |
| GOLD | D | -0.52% | |
| AER | B | -0.51% | |
| CF | B | -0.5% | |
| VST | B | -0.49% | |
| RNR | C | -0.47% | |
| EMN | D | -0.45% | |
| UAL | A | -0.42% | |
| ETR | B | -0.4% | |
| PPL | B | -0.38% | |
| FIS | C | -0.38% | |
| DAL | C | -0.37% | |
| EVRG | A | -0.36% | |
| EXC | C | -0.36% | |
| SPG | B | -0.36% | |
| VICI | C | -0.31% | |
| GLPI | C | -0.29% | |
| LUV | C | -0.29% | |
| DOC | D | -0.29% | |
| CPT | B | -0.29% | |
| PKG | A | -0.26% | |
| NEM | D | -0.23% |
CNEQ: Top Represented Industries & Keywords
WLDR: Top Represented Industries & Keywords
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