DWUS vs. WZRD ETF Comparison
Comparison of AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) to Opportunistic Trader ETF (WZRD)
DWUS
AdvisorShares Dorsey Wright FSM US Core ETF
DWUS Description
The investment seeks to provide long-term capital appreciation with capital preservation as a secondary objective. The fund is an actively managed exchange-traded fund (ETF) that is primarily a fund of funds. The Advisor seeks to achieve it's investment objective by investing in ETFs that invest primarily in domestic large capitalization equity securities. The fund invests in fixed income ETFs with a short or ultra-short duration, money market funds, cash and cash equivalents (Defensive Investments). It may invest in affiliated and unaffiliated ETFs. Under normal circumstances, the fund invests at least 80% of its net assets in U.S. investments.
Grade (RS Rating)
Last Trade
$48.06
Average Daily Volume
1,168
2
WZRD
Opportunistic Trader ETF
WZRD Description
WZRD is an opportunistic portfolio of high-conviction picks identified by the fund adviser. The fund generally invests in companies and ETFs traded in the US, either directly or through derivatives such as options and futures. When investing directly, the fund adviser may implement options overlay strategies such as covered calls to generate incremental returns. The fund may also invest in US Treasurys and other fixed-income securities issued by the US government. In seeking to identify short-term trading opportunities, including macro volatility events, the fund adviser uses a top-down approach. The fund expects to hold most investments for a week or less. Almost all positions will be held for less than a month. The fund will exit a position if it has achieved the targeted return, its investment purpose was not realized within the planned horizon, or the fund has identified better opportunities. Due to the fund strategy, the fund engages in frequent trading, which results in a high portfolio turnover.Grade (RS Rating)
Last Trade
$25.50
Average Daily Volume
28,407
8
Performance
| Period | DWUS | WZRD |
|---|---|---|
| 30 Days | 5.81% | 1.80% |
| 60 Days | 10.29% | |
| 90 Days | 8.89% | |
| 12 Months | 32.10% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DWUS | Weight in WZRD | Overlap | |
|---|---|---|---|---|---|
| QQQ | A | 50.42% | 21.29% | 21.29% |
DWUS Overweight 1 Positions Relative to WZRD
| Symbol | Grade | Weight | |
|---|---|---|---|
| MTUM | A | 49.33% |
DWUS: Top Represented Industries & Keywords
WZRD: Top Represented Industries & Keywords
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