GLRY vs. CPAI ETF Comparison
Comparison of Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) to Counterpoint Quantitative Equity ETF (CPAI)
GLRY
Inspire Faithward Mid Cap Momentum ESG ETF
GLRY Description
The investment seeks to maximize growth and outperform the results (before fees and expenses) of the broader U.S. midcap stock market. The fund, an actively managed exchange traded fund (ETF), invests at least 80% of its net assets plus any borrowings for investment purposes in midcap stocks. Midcap stocks are defined as stocks of companies with market capitalizations between $3 billion and $10 billion that meet the fund's environmental, social and governance (ESG) criteria.
Grade (RS Rating)
Last Trade
$30.51
Average Daily Volume
14,653
33
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
$31.87
Average Daily Volume
5,958
10
Performance
| Period | GLRY | CPAI |
|---|---|---|
| 30 Days | -0.91% | 1.02% |
| 60 Days | -1.96% | 1.15% |
| 90 Days | 1.29% | 1.96% |
| 12 Months | 19.30% |
1 Overlapping Holdings
| Symbol | Grade | Weight in GLRY | Weight in CPAI | Overlap | |
|---|---|---|---|---|---|
| CVLT | B | 3.02% | 2.53% | 2.53% |
GLRY Overweight 32 Positions Relative to CPAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| OHI | B | 3.34% | |
| MUSA | B | 3.26% | |
| EHC | B | 3.24% | |
| RGA | B | 3.19% | |
| CHE | C | 3.19% | |
| ORI | B | 3.19% | |
| BRC | B | 3.17% | |
| SEIC | C | 3.16% | |
| CASY | C | 3.16% | |
| EME | A | 3.13% | |
| KBH | B | 3.13% | |
| UTHR | C | 3.12% | |
| GPI | B | 3.11% | |
| FCN | C | 3.1% | |
| CW | B | 3.1% | |
| SLVM | B | 3.08% | |
| MSA | D | 3.08% | |
| BJ | D | 3.06% | |
| TTD | B | 3.05% | |
| NRG | C | 3.02% | |
| KNSL | C | 3.02% | |
| BWXT | D | 3.02% | |
| FLS | D | 3.0% | |
| QCOM | D | 2.99% | |
| AN | D | 2.89% | |
| MPWR | C | 2.88% | |
| APH | D | 2.88% | |
| FANG | F | 2.84% | |
| KLAC | D | 2.81% | |
| AVGO | C | 2.8% | |
| NTAP | D | 2.75% | |
| SMCI | F | 2.13% |
GLRY: Top Represented Industries & Keywords
CPAI: Top Represented Industries & Keywords
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