EHLS vs. IWF ETF Comparison
Comparison of Even Herd Long Short ETF (EHLS) to iShares Russell 1000 Growth ETF (IWF)
EHLS
Even Herd Long Short ETF
EHLS Description
EHLS seeks long-term capital appreciation through a momentum-focused strategy that takes both long and short positions in US equity securities. In selecting securities, the fund employs a proprietary algorithm that emphasizes a dynamic, trend-focused analysis, instead of a strictly bottom-up valuation analysis, driven by price movements and other data points based on market trends and stock momentum. The sub-adviser may adjust its proprietary system that is continuously optimized and refined. The fund strategy involves taking long positions in equity securities exhibiting strong upward momentum and short positions in those showing downward momentum. The actively managed fund targets a net equity exposure from 40% to 90% net long, subject to adjustments based on market conditions. The fund aims to maintain 100% long and 10-60% short exposure. Short sales may include entering into swap agreements or the use of leverage.
Grade (RS Rating)
Last Trade
$23.12
Average Daily Volume
2,612
271
IWF
iShares Russell 1000 Growth ETF
IWF Description
The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 1000 Growth Index (the "underlying index"), which measures the performance of large- and mid-capitalization growth sectors of the U.S. equity market. It is a subset of the Russell 1000® Index, which measures the performance of the large-capitalization sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$393.72
Average Daily Volume
1,225,017
390
Performance
Period | EHLS | IWF |
---|---|---|
30 Days | 8.97% | 2.39% |
60 Days | 10.38% | 5.70% |
90 Days | 12.83% | 7.12% |
12 Months | 35.76% |
62 Overlapping Holdings
Symbol | Grade | Weight in EHLS | Weight in IWF | Overlap | |
---|---|---|---|---|---|
ANET | C | 0.88% | 0.34% | 0.34% | |
APLS | F | -0.24% | 0.01% | -0.24% | |
ARES | A | 1.05% | 0.11% | 0.11% | |
AXP | A | 1.0% | 0.21% | 0.21% | |
BRO | B | 1.0% | 0.04% | 0.04% | |
CAR | C | -0.32% | 0.0% | -0.32% | |
CC | C | -0.24% | 0.0% | -0.24% | |
CDW | F | -0.27% | 0.04% | -0.27% | |
CEG | C | 1.21% | 0.04% | 0.04% | |
CIVI | D | -0.29% | 0.0% | -0.29% | |
CTAS | B | 1.48% | 0.24% | 0.24% | |
CVNA | B | 1.29% | 0.03% | 0.03% | |
DASH | B | 1.05% | 0.18% | 0.18% | |
EG | C | -0.3% | 0.01% | -0.3% | |
ELF | C | -0.21% | 0.02% | -0.21% | |
ELV | F | -0.23% | 0.05% | -0.23% | |
EME | A | 0.75% | 0.03% | 0.03% | |
ENPH | F | -0.18% | 0.03% | -0.18% | |
ENTG | D | -0.24% | 0.05% | -0.24% | |
ETSY | D | -0.24% | 0.01% | -0.24% | |
EXEL | B | 0.23% | 0.03% | 0.03% | |
FI | A | 0.48% | 0.13% | 0.13% | |
FICO | B | 1.3% | 0.16% | 0.16% | |
FIVE | F | -0.22% | 0.01% | -0.22% | |
FIVN | C | -0.29% | 0.01% | -0.29% | |
HES | B | -0.3% | 0.09% | -0.3% | |
HSY | F | -0.25% | 0.01% | -0.25% | |
HWM | A | 1.8% | 0.01% | 0.01% | |
IDXX | F | -0.3% | 0.12% | -0.3% | |
IRM | C | 1.68% | 0.06% | 0.06% | |
ISRG | A | 0.76% | 0.65% | 0.65% | |
KKR | A | 0.76% | 0.1% | 0.1% | |
KMX | B | -0.31% | 0.0% | -0.31% | |
LYV | A | 0.26% | 0.07% | 0.07% | |
META | D | 1.64% | 4.35% | 1.64% | |
MRK | D | -0.23% | 0.86% | -0.23% | |
MSI | B | 1.57% | 0.13% | 0.13% | |
MTDR | B | -0.27% | 0.0% | -0.27% | |
MTN | C | -0.25% | 0.02% | -0.25% | |
MUSA | B | 0.27% | 0.03% | 0.03% | |
NKE | F | -0.23% | 0.19% | -0.23% | |
NRG | B | 1.2% | 0.03% | 0.03% | |
NVDA | B | 1.72% | 11.8% | 1.72% | |
OKTA | C | -0.28% | 0.02% | -0.28% | |
PEGA | B | 0.25% | 0.01% | 0.01% | |
PEP | F | -0.25% | 0.62% | -0.25% | |
PGR | A | 0.48% | 0.44% | 0.44% | |
PINS | F | -0.3% | 0.06% | -0.3% | |
PLTR | B | 1.25% | 0.41% | 0.41% | |
SITE | F | -0.24% | 0.01% | -0.24% | |
SNOW | B | -0.3% | 0.14% | -0.3% | |
SOFI | B | 0.25% | 0.01% | 0.01% | |
TDC | D | -0.29% | 0.01% | -0.29% | |
TPL | A | 1.02% | 0.09% | 0.09% | |
TRGP | A | 1.03% | 0.14% | 0.14% | |
TWLO | A | 0.49% | 0.01% | 0.01% | |
TYL | B | 0.48% | 0.08% | 0.08% | |
VRSN | C | -0.28% | 0.0% | -0.28% | |
VST | A | 1.31% | 0.16% | 0.16% | |
WFRD | D | -0.3% | 0.02% | -0.3% | |
WSC | F | -0.21% | 0.01% | -0.21% | |
WU | F | -0.18% | 0.0% | -0.18% |
EHLS Overweight 209 Positions Relative to IWF
Symbol | Grade | Weight | |
---|---|---|---|
SPOT | B | 2.25% | |
BMA | C | 2.14% | |
CSWI | B | 2.03% | |
QTWO | A | 1.82% | |
GDS | C | 1.71% | |
LMB | B | 1.7% | |
PIPR | A | 1.67% | |
SLG | B | 1.62% | |
USLM | A | 1.53% | |
HWKN | B | 1.46% | |
GVA | A | 1.41% | |
IGIC | B | 1.33% | |
SE | A | 1.3% | |
CRS | B | 1.27% | |
CW | C | 1.26% | |
ADMA | B | 1.26% | |
WELL | A | 1.25% | |
BK | A | 1.24% | |
TPB | B | 1.24% | |
SFM | A | 1.2% | |
CLBT | B | 1.2% | |
SKT | A | 1.14% | |
REAX | D | 1.1% | |
PAM | A | 1.09% | |
RDNT | B | 1.08% | |
SLVM | B | 1.06% | |
FTDR | B | 1.04% | |
HOOD | B | 1.01% | |
THC | D | 0.98% | |
CBRE | B | 0.98% | |
RSI | A | 0.98% | |
TMUS | B | 0.96% | |
NPAB | F | 0.92% | |
EDN | B | 0.92% | |
WAB | B | 0.89% | |
JXN | C | 0.87% | |
GLNG | C | 0.86% | |
PNTG | D | 0.84% | |
MOD | A | 0.82% | |
IESC | C | 0.79% | |
COOP | B | 0.78% | |
SKYW | C | 0.76% | |
CNX | A | 0.76% | |
BSX | A | 0.71% | |
PSN | D | 0.7% | |
CDNA | D | 0.62% | |
HLNE | B | 0.62% | |
CCB | A | 0.56% | |
AMAL | B | 0.56% | |
AIT | B | 0.55% | |
ALSN | B | 0.55% | |
NBN | C | 0.54% | |
BBSI | B | 0.54% | |
FTI | A | 0.53% | |
CNK | C | 0.51% | |
PKG | A | 0.49% | |
VERX | A | 0.49% | |
CLH | C | 0.48% | |
QFIN | A | 0.47% | |
HUBB | B | 0.46% | |
MMYT | B | 0.46% | |
GRBK | D | 0.46% | |
POWL | C | 0.45% | |
UFPT | C | 0.44% | |
RNA | C | 0.44% | |
ALHC | C | 0.42% | |
CACI | D | 0.42% | |
RKLB | A | 0.39% | |
WULF | C | 0.34% | |
YPF | B | 0.32% | |
TCBX | B | 0.3% | |
CEIX | A | 0.3% | |
FRHC | B | 0.28% | |
KTB | B | 0.27% | |
PPTA | C | 0.27% | |
CASH | B | 0.27% | |
EXLS | B | 0.26% | |
MLR | C | 0.25% | |
SNEX | B | 0.25% | |
MATX | C | 0.24% | |
ONON | A | 0.24% | |
BBW | C | 0.24% | |
GATO | C | 0.23% | |
TRUP | B | 0.23% | |
AORT | B | 0.22% | |
CSTM | F | -0.07% | |
NEP | F | -0.09% | |
SPT | C | -0.14% | |
CVI | F | -0.15% | |
AMN | F | -0.16% | |
VSAT | F | -0.16% | |
AES | F | -0.17% | |
PGNY | F | -0.17% | |
STNG | F | -0.17% | |
APTV | F | -0.18% | |
FLNG | C | -0.19% | |
W | D | -0.2% | |
BEN | C | -0.2% | |
COLD | D | -0.2% | |
VAL | F | -0.2% | |
AMRC | F | -0.2% | |
WRLD | C | -0.2% | |
ASH | F | -0.21% | |
DG | F | -0.21% | |
ADNT | F | -0.21% | |
ASML | F | -0.22% | |
IGT | F | -0.22% | |
ENOV | C | -0.22% | |
PARR | F | -0.22% | |
AVTR | F | -0.22% | |
DOOO | F | -0.22% | |
LEA | F | -0.22% | |
CSGP | D | -0.23% | |
ROG | D | -0.23% | |
DLB | B | -0.23% | |
NTST | C | -0.23% | |
APA | D | -0.23% | |
IMCR | D | -0.23% | |
TEX | F | -0.23% | |
MCHP | F | -0.23% | |
OLN | F | -0.23% | |
NUE | C | -0.23% | |
SCL | C | -0.24% | |
OMI | F | -0.24% | |
CWT | C | -0.24% | |
WPC | C | -0.24% | |
ODP | F | -0.24% | |
NSP | F | -0.24% | |
WOR | F | -0.24% | |
PLD | F | -0.24% | |
PD | C | -0.24% | |
ADM | D | -0.25% | |
JBSS | F | -0.25% | |
AKAM | D | -0.25% | |
OTEX | F | -0.25% | |
FTV | C | -0.25% | |
PCH | F | -0.25% | |
IPG | D | -0.25% | |
FUL | F | -0.25% | |
F | C | -0.25% | |
GIS | D | -0.25% | |
ATKR | D | -0.25% | |
REXR | F | -0.25% | |
ALV | C | -0.25% | |
MGM | D | -0.26% | |
GO | C | -0.26% | |
BG | D | -0.26% | |
THS | D | -0.26% | |
ARE | F | -0.26% | |
STZ | D | -0.26% | |
ALGM | D | -0.26% | |
IAC | F | -0.26% | |
CTRA | B | -0.26% | |
HDB | C | -0.26% | |
FMX | F | -0.26% | |
SON | F | -0.26% | |
CALX | D | -0.27% | |
DVN | F | -0.27% | |
COHU | C | -0.27% | |
HXL | F | -0.27% | |
ON | D | -0.27% | |
SLAB | F | -0.27% | |
CNI | F | -0.27% | |
CWH | B | -0.27% | |
YELP | C | -0.28% | |
ALB | B | -0.28% | |
VTLE | C | -0.28% | |
MUR | D | -0.28% | |
MRTN | D | -0.28% | |
CRL | D | -0.28% | |
USPH | B | -0.28% | |
SJW | F | -0.28% | |
PZZA | F | -0.28% | |
CENTA | C | -0.28% | |
UGI | C | -0.29% | |
HP | C | -0.29% | |
SJM | D | -0.29% | |
CHRD | D | -0.29% | |
LKQ | F | -0.29% | |
AMRK | F | -0.29% | |
AIN | C | -0.29% | |
MOS | F | -0.29% | |
URBN | C | -0.29% | |
CENT | C | -0.29% | |
SLB | C | -0.29% | |
TMO | F | -0.29% | |
SIGI | C | -0.29% | |
RPD | B | -0.29% | |
EXC | C | -0.3% | |
ES | C | -0.3% | |
RIO | D | -0.3% | |
AVA | A | -0.3% | |
AWK | C | -0.3% | |
PPG | F | -0.3% | |
EVTC | B | -0.3% | |
HELE | C | -0.3% | |
ACI | C | -0.3% | |
DIOD | D | -0.3% | |
OXM | F | -0.31% | |
ZD | B | -0.31% | |
IRTC | C | -0.32% | |
VLO | C | -0.32% | |
ALRM | C | -0.32% | |
TENB | C | -0.33% | |
OVV | B | -0.33% | |
NARI | C | -0.34% | |
AMR | C | -0.35% | |
UPS | C | -0.37% | |
PRGO | C | -0.44% |
EHLS Underweight 328 Positions Relative to IWF
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -11.4% | |
MSFT | D | -10.91% | |
AMZN | C | -6.75% | |
GOOGL | C | -3.55% | |
GOOG | C | -3.0% | |
TSLA | B | -2.97% | |
AVGO | D | -2.66% | |
LLY | F | -2.16% | |
V | A | -1.67% | |
MA | B | -1.48% | |
COST | A | -1.41% | |
NFLX | A | -1.23% | |
HD | B | -1.1% | |
ORCL | A | -1.01% | |
CRM | B | -0.91% | |
ADBE | C | -0.81% | |
NOW | A | -0.73% | |
INTU | B | -0.66% | |
QCOM | F | -0.59% | |
BKNG | A | -0.55% | |
AMD | F | -0.51% | |
AMAT | F | -0.49% | |
UBER | F | -0.49% | |
KO | D | -0.48% | |
ABBV | F | -0.45% | |
BX | A | -0.44% | |
PANW | B | -0.42% | |
AMGN | F | -0.42% | |
ADP | A | -0.4% | |
LRCX | F | -0.34% | |
WM | B | -0.31% | |
AMT | C | -0.31% | |
KLAC | F | -0.3% | |
SBUX | A | -0.3% | |
PG | C | -0.3% | |
SHW | B | -0.29% | |
SNPS | B | -0.29% | |
TJX | A | -0.28% | |
CMG | B | -0.28% | |
CDNS | B | -0.28% | |
CRWD | B | -0.27% | |
APP | B | -0.26% | |
MCO | B | -0.26% | |
UNP | C | -0.24% | |
ZTS | D | -0.23% | |
ADSK | A | -0.23% | |
VRTX | D | -0.22% | |
APO | B | -0.22% | |
ORLY | B | -0.22% | |
WDAY | B | -0.2% | |
ABNB | C | -0.2% | |
TTD | B | -0.19% | |
AMP | A | -0.18% | |
ECL | D | -0.18% | |
FTNT | C | -0.17% | |
AZO | C | -0.17% | |
GS | A | -0.17% | |
APH | A | -0.17% | |
COIN | C | -0.16% | |
CPRT | B | -0.16% | |
VRT | B | -0.15% | |
AXON | A | -0.15% | |
ODFL | C | -0.15% | |
GWW | B | -0.15% | |
DDOG | A | -0.14% | |
FAST | B | -0.14% | |
LULU | C | -0.14% | |
COR | B | -0.14% | |
IT | C | -0.14% | |
VRSK | A | -0.14% | |
CL | D | -0.14% | |
SYK | B | -0.14% | |
GE | D | -0.14% | |
LMT | D | -0.13% | |
UNH | B | -0.13% | |
TEAM | A | -0.13% | |
VEEV | C | -0.12% | |
HUBS | A | -0.12% | |
MCK | A | -0.12% | |
HLT | A | -0.11% | |
TT | A | -0.11% | |
MNST | C | -0.11% | |
ALNY | D | -0.1% | |
CPNG | D | -0.1% | |
DXCM | C | -0.1% | |
TSCO | D | -0.1% | |
ITW | B | -0.1% | |
LNG | A | -0.09% | |
CPAY | A | -0.09% | |
GDDY | A | -0.09% | |
DECK | A | -0.09% | |
CAT | B | -0.09% | |
RBLX | C | -0.09% | |
MSCI | C | -0.09% | |
MPWR | F | -0.09% | |
NET | B | -0.09% | |
TXN | C | -0.08% | |
EXPE | B | -0.08% | |
SYY | D | -0.08% | |
HON | C | -0.08% | |
LPLA | A | -0.08% | |
BR | A | -0.08% | |
ZS | B | -0.07% | |
RCL | A | -0.07% | |
SQ | A | -0.07% | |
BAH | F | -0.07% | |
LII | A | -0.07% | |
CLX | A | -0.07% | |
MDB | B | -0.07% | |
DOCU | B | -0.06% | |
PAYX | B | -0.06% | |
XPO | B | -0.06% | |
BURL | B | -0.06% | |
NTRA | A | -0.06% | |
MANH | D | -0.06% | |
LVS | B | -0.06% | |
HEI | A | -0.06% | |
CAH | B | -0.06% | |
TOST | B | -0.06% | |
PODD | C | -0.06% | |
KMB | C | -0.06% | |
DKNG | B | -0.06% | |
TXRH | B | -0.05% | |
POOL | C | -0.05% | |
PSTG | D | -0.05% | |
WAT | C | -0.05% | |
MMM | D | -0.05% | |
URI | C | -0.05% | |
PTC | B | -0.05% | |
MCD | D | -0.05% | |
TDG | D | -0.05% | |
ROL | B | -0.05% | |
PWR | A | -0.05% | |
SPG | A | -0.05% | |
YUM | D | -0.05% | |
WST | C | -0.05% | |
MMC | B | -0.05% | |
TER | F | -0.05% | |
EQH | C | -0.05% | |
FIX | A | -0.05% | |
BA | F | -0.05% | |
ULTA | F | -0.05% | |
DT | D | -0.05% | |
HCA | F | -0.05% | |
KNSL | B | -0.04% | |
CAVA | B | -0.04% | |
DRI | B | -0.04% | |
ROST | D | -0.04% | |
NTAP | C | -0.04% | |
MOH | F | -0.04% | |
OWL | A | -0.04% | |
NCLH | B | -0.04% | |
VLTO | C | -0.04% | |
DUOL | A | -0.04% | |
SCHW | B | -0.04% | |
HEI | A | -0.04% | |
NBIX | C | -0.04% | |
RYAN | A | -0.03% | |
GWRE | A | -0.03% | |
SMAR | B | -0.03% | |
PCOR | B | -0.03% | |
EW | C | -0.03% | |
TREX | C | -0.03% | |
HAS | D | -0.03% | |
EXP | B | -0.03% | |
DVA | C | -0.03% | |
PSA | C | -0.03% | |
ALL | A | -0.03% | |
CI | D | -0.03% | |
SAIA | B | -0.03% | |
LNW | F | -0.03% | |
MEDP | D | -0.03% | |
PEN | B | -0.03% | |
HPQ | B | -0.03% | |
SMCI | F | -0.03% | |
ITCI | C | -0.03% | |
AAON | B | -0.03% | |
PCTY | C | -0.03% | |
MS | A | -0.03% | |
MORN | B | -0.03% | |
RMD | C | -0.03% | |
TPX | B | -0.03% | |
VMC | B | -0.03% | |
WING | D | -0.03% | |
ALGN | D | -0.03% | |
CHDN | B | -0.03% | |
WSM | C | -0.03% | |
SRPT | F | -0.03% | |
LYFT | C | -0.02% | |
PLNT | A | -0.02% | |
EQIX | A | -0.02% | |
AZEK | A | -0.02% | |
CELH | F | -0.02% | |
PATH | C | -0.02% | |
NTNX | B | -0.02% | |
LPX | B | -0.02% | |
INSP | D | -0.02% | |
MKL | A | -0.02% | |
DPZ | C | -0.02% | |
CNM | D | -0.02% | |
APPF | B | -0.02% | |
GNRC | C | -0.02% | |
EL | F | -0.02% | |
IONS | F | -0.02% | |
VVV | D | -0.02% | |
VKTX | F | -0.02% | |
LAZ | B | -0.02% | |
DELL | B | -0.02% | |
LSCC | D | -0.02% | |
TW | A | -0.02% | |
AVY | F | -0.02% | |
FOUR | A | -0.02% | |
FWONK | A | -0.02% | |
MRVL | B | -0.02% | |
EFX | F | -0.02% | |
FDS | B | -0.02% | |
BSY | F | -0.02% | |
REGN | F | -0.02% | |
CFLT | B | -0.02% | |
PAYC | B | -0.02% | |
GLOB | B | -0.02% | |
GTLB | B | -0.02% | |
ESTC | C | -0.02% | |
VNOM | A | -0.01% | |
LOPE | C | -0.01% | |
WEN | D | -0.01% | |
EQT | B | -0.01% | |
HRB | D | -0.01% | |
DV | C | -0.01% | |
CLF | F | -0.01% | |
PFGC | B | -0.01% | |
AM | A | -0.01% | |
BLDR | D | -0.01% | |
DBX | B | -0.01% | |
NXST | C | -0.01% | |
MLM | C | -0.01% | |
BROS | A | -0.01% | |
CE | F | -0.01% | |
ONTO | F | -0.01% | |
NCNO | C | -0.01% | |
PR | B | -0.01% | |
CACC | D | -0.01% | |
BILL | A | -0.01% | |
FRPT | A | -0.01% | |
AWI | A | -0.01% | |
TTEK | F | -0.01% | |
BWXT | B | -0.01% | |
LBRDK | C | -0.01% | |
U | C | -0.01% | |
CASY | A | -0.01% | |
UHAL | D | -0.01% | |
FERG | B | -0.01% | |
LAMR | C | -0.01% | |
EXPD | C | -0.01% | |
CSL | C | -0.01% | |
RNG | C | -0.01% | |
ROK | C | -0.01% | |
LECO | C | -0.01% | |
MSTR | B | -0.01% | |
CHH | A | -0.01% | |
GEHC | D | -0.01% | |
WMS | F | -0.01% | |
MASI | B | -0.01% | |
JEF | A | -0.01% | |
EXAS | D | -0.01% | |
HCP | B | -0.01% | |
LW | C | -0.01% | |
BRKR | D | -0.01% | |
JLL | D | -0.01% | |
RPM | A | -0.01% | |
OLED | F | -0.01% | |
FND | D | -0.01% | |
IQV | F | -0.01% | |
RARE | F | -0.01% | |
ZBRA | B | -0.01% | |
AJG | A | -0.01% | |
FTRE | D | -0.0% | |
TRIP | F | -0.0% | |
ALAB | B | -0.0% | |
PYCR | B | -0.0% | |
PPC | C | -0.0% | |
UHAL | D | -0.0% | |
SEE | C | -0.0% | |
NFE | D | -0.0% | |
IRDM | D | -0.0% | |
MSGS | A | -0.0% | |
UWMC | D | -0.0% | |
LBRDA | C | -0.0% | |
CGNX | D | -0.0% | |
SPR | D | -0.0% | |
RLI | A | -0.0% | |
MKSI | C | -0.0% | |
DOCS | C | -0.0% | |
SAM | C | -0.0% | |
FWONA | A | -0.0% | |
UI | B | -0.0% | |
WH | B | -0.0% | |
AAL | B | -0.0% | |
KBR | F | -0.0% | |
WEX | D | -0.0% | |
BPOP | C | -0.0% | |
WYNN | C | -0.0% | |
SKX | D | -0.0% | |
SSD | F | -0.0% | |
INCY | C | -0.0% | |
LOAR | B | -0.0% | |
CHE | D | -0.0% | |
EPAM | B | -0.0% | |
HLI | A | -0.0% | |
BLD | D | -0.0% | |
BFAM | D | -0.0% | |
RH | C | -0.0% | |
DJT | C | -0.0% | |
YETI | D | -0.0% | |
TXG | F | -0.0% | |
H | B | -0.0% | |
DKS | D | -0.0% | |
CROX | D | -0.0% | |
TRU | D | -0.0% | |
RGEN | D | -0.0% | |
JBL | C | -0.0% | |
DAY | B | -0.0% | |
S | B | -0.0% | |
TKO | A | -0.0% | |
SN | D | -0.0% | |
ALLY | C | -0.0% | |
TPG | A | -0.0% | |
ROKU | D | -0.0% |
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