CPAI vs. IBOT ETF Comparison
Comparison of Counterpoint Quantitative Equity ETF (CPAI) to VanEck Robotics ETF (IBOT)
CPAI
Counterpoint Quantitative Equity ETF
CPAI Description
CPAI employs a quantitative, model-driven strategy that integrates quantitative analysis and machine learning insights to navigate diverse market conditions. The portfolio consists of at least 50 US-listed companies of any capitalization or ADRs. The selection process relies on advanced quantitative models leveraging machine learning technology, considering over 30 variables related to value, long-term reversal, momentum, profitability, investor sentiment, and stock price stability. Additionally, the Adviser backtests variable combinations considered to be supported by economic reasoning or investor behavioral biases. The models continually learn and adapt relationships between input variables and realized historic returns, updating during quarterly portfolio rebalances. Moreover, rebalancing ensures the portfolio aligns with the models' rankings, with adjustments made to limit sector exposure to 35% or less.
Grade (RS Rating)
Last Trade
$36.28
Average Daily Volume
7,177
49
IBOT
VanEck Robotics ETF
IBOT Description
VanEck Robotics ETF seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the BlueStar® Robotics Index, which is intended to track the overall performance of companies involved in robotics.Grade (RS Rating)
Last Trade
$43.41
Average Daily Volume
8,369
29
Performance
| Period | CPAI | IBOT |
|---|---|---|
| 30 Days | 7.98% | 1.88% |
| 60 Days | 10.10% | -0.85% |
| 90 Days | 12.45% | -2.59% |
| 12 Months | 18.64% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CPAI | Weight in IBOT | Overlap | |
|---|---|---|---|---|---|
| FTI | A | 2.12% | 1.23% | 1.23% |
CPAI Overweight 48 Positions Relative to IBOT
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRGP | B | 2.61% | |
| SFM | A | 2.49% | |
| SKYW | B | 2.47% | |
| TDS | B | 2.45% | |
| OKE | A | 2.35% | |
| HTZ | C | 2.35% | |
| UNM | A | 2.3% | |
| NTGR | B | 2.29% | |
| CARG | C | 2.27% | |
| GDDY | A | 2.25% | |
| BRBR | A | 2.24% | |
| VIRT | B | 2.24% | |
| CNO | A | 2.14% | |
| CLBT | B | 2.11% | |
| EQH | B | 2.1% | |
| ORCL | B | 2.1% | |
| CVLT | B | 2.09% | |
| FTDR | A | 2.09% | |
| GNW | A | 2.07% | |
| ZIM | C | 2.06% | |
| MSI | B | 2.05% | |
| PBI | B | 2.05% | |
| ACIW | B | 2.04% | |
| GOOGL | C | 2.03% | |
| COR | B | 2.01% | |
| CAH | B | 2.01% | |
| TJX | A | 1.91% | |
| PGR | A | 1.89% | |
| PAA | B | 1.88% | |
| PRM | C | 1.88% | |
| META | D | 1.87% | |
| LESL | C | 1.87% | |
| PAGP | A | 1.87% | |
| LDOS | C | 1.86% | |
| AAPL | C | 1.86% | |
| RTX | C | 1.85% | |
| WES | C | 1.85% | |
| MSFT | F | 1.83% | |
| THC | D | 1.77% | |
| NYT | C | 1.76% | |
| BRC | D | 1.74% | |
| MHO | D | 1.73% | |
| ROST | C | 1.72% | |
| WBA | F | 1.7% | |
| UHS | D | 1.58% | |
| LLY | F | 1.57% | |
| HCA | F | 1.55% | |
| AGL | F | 0.82% |
CPAI Underweight 28 Positions Relative to IBOT
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -6.25% | |
| ABBV | D | -5.18% | |
| EMR | A | -4.95% | |
| ADSK | A | -4.57% | |
| ASML | F | -3.45% | |
| PTC | A | -2.72% | |
| TDY | B | -2.53% | |
| ROK | B | -2.53% | |
| ANSS | B | -2.28% | |
| ISRG | A | -2.24% | |
| TXN | C | -2.03% | |
| BSY | D | -1.59% | |
| AMAT | F | -1.54% | |
| LECO | B | -1.48% | |
| ADI | D | -1.4% | |
| LRCX | F | -1.2% | |
| KLAC | D | -1.18% | |
| CGNX | C | -1.15% | |
| NOVT | D | -1.08% | |
| ALTR | B | -0.93% | |
| ON | D | -0.86% | |
| MCHP | D | -0.78% | |
| AMBA | B | -0.72% | |
| LSCC | D | -0.68% | |
| TER | D | -0.67% | |
| ONTO | D | -0.64% | |
| STM | F | -0.6% | |
| OUST | C | -0.42% |
CPAI: Top Represented Industries & Keywords
IBOT: Top Represented Industries & Keywords
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