KRUZ vs. PHDG ETF Comparison
Comparison of Series Portfolios Trust Unusual Whales Subversive Republican Trading ETF (KRUZ) to PowerShares S&P 500 Downside Hedged Portfolio (PHDG)
KRUZ
Series Portfolios Trust Unusual Whales Subversive Republican Trading ETF
KRUZ Description
The fund is an actively managed diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily in equity securities of publicly traded companies that sitting Republican members of United States Congress and/or their families also have reported to have invested in through public disclosure filings made by such Congresspersons pursuant to the Stop Trading on Congressional Knowledge Act ("STOCK Act").
Grade (RS Rating)
Last Trade
$33.18
Average Daily Volume
12,515
159
PHDG
PowerShares S&P 500 Downside Hedged Portfolio
PHDG Description
The PowerShares S&P 500® Downside Hedged Portfolio (the Fund) is an actively managed exchange-traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed-income market returns. The Fund seeks to achieve its investment objective by using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the S&P 500® Dynamic VEQTOR Index (the Index). The Index provides investors with broad equity market exposure with an implied volatility hedge by dynamically allocating between equity, volatility and cash. The index allows investors to receive exposure to the equity and volatility of the S&P 500 Index in a dynamic framework.Grade (RS Rating)
Last Trade
$38.51
Average Daily Volume
12,374
499
Performance
Period | KRUZ | PHDG |
---|---|---|
30 Days | 4.85% | 1.21% |
60 Days | 6.43% | 2.07% |
90 Days | 7.44% | 2.13% |
12 Months | 29.43% | 19.16% |
104 Overlapping Holdings
Symbol | Grade | Weight in KRUZ | Weight in PHDG | Overlap | |
---|---|---|---|---|---|
AAPL | C | 0.55% | 3.74% | 0.55% | |
ABBV | D | 0.17% | 0.32% | 0.17% | |
ACN | C | 2.33% | 0.24% | 0.24% | |
ADBE | C | 0.22% | 0.25% | 0.22% | |
ADSK | A | 0.42% | 0.07% | 0.07% | |
ALL | A | 2.2% | 0.06% | 0.06% | |
AMAT | F | 0.14% | 0.17% | 0.14% | |
AMD | F | 0.34% | 0.24% | 0.24% | |
AMGN | D | 0.15% | 0.17% | 0.15% | |
AMZN | C | 0.75% | 2.13% | 0.75% | |
ANET | C | 1.93% | 0.11% | 0.11% | |
AVGO | D | 0.58% | 0.86% | 0.58% | |
BAC | A | 0.17% | 0.33% | 0.17% | |
BLK | C | 0.15% | 0.16% | 0.15% | |
BSX | B | 0.48% | 0.14% | 0.14% | |
C | A | 0.26% | 0.14% | 0.14% | |
CB | C | 0.32% | 0.12% | 0.12% | |
CDNS | B | 0.49% | 0.09% | 0.09% | |
CHTR | C | 0.88% | 0.04% | 0.04% | |
CLX | B | 0.44% | 0.02% | 0.02% | |
COF | B | 0.72% | 0.08% | 0.08% | |
COP | C | 1.96% | 0.14% | 0.14% | |
COST | B | 0.92% | 0.44% | 0.44% | |
CRWD | B | 0.17% | 0.09% | 0.09% | |
CSCO | B | 0.21% | 0.25% | 0.21% | |
CVX | A | 2.33% | 0.3% | 0.3% | |
D | C | 0.58% | 0.05% | 0.05% | |
DAL | C | 0.59% | 0.04% | 0.04% | |
DFS | B | 0.31% | 0.05% | 0.05% | |
DHR | F | 0.14% | 0.17% | 0.14% | |
DIS | B | 0.22% | 0.21% | 0.21% | |
DLTR | F | 0.29% | 0.01% | 0.01% | |
DOV | A | 0.2% | 0.03% | 0.03% | |
DOW | F | 1.78% | 0.03% | 0.03% | |
DVN | F | 0.3% | 0.03% | 0.03% | |
ELV | F | 1.07% | 0.1% | 0.1% | |
EMR | A | 0.73% | 0.08% | 0.08% | |
EPAM | C | 0.59% | 0.02% | 0.02% | |
FCX | D | 0.18% | 0.07% | 0.07% | |
FDX | B | 0.88% | 0.07% | 0.07% | |
FIS | C | 2.4% | 0.05% | 0.05% | |
FTNT | C | 0.29% | 0.06% | 0.06% | |
GEN | B | 0.4% | 0.02% | 0.02% | |
GEV | B | 0.56% | 0.1% | 0.1% | |
GOOGL | C | 0.03% | 1.11% | 0.03% | |
HD | A | 0.87% | 0.43% | 0.43% | |
HLT | A | 0.14% | 0.07% | 0.07% | |
HON | B | 0.57% | 0.16% | 0.16% | |
HSIC | B | 0.3% | 0.01% | 0.01% | |
HUM | C | 0.33% | 0.04% | 0.04% | |
INTC | D | 2.27% | 0.12% | 0.12% | |
INTU | C | 0.6% | 0.21% | 0.21% | |
IPG | D | 0.18% | 0.01% | 0.01% | |
IQV | D | 0.23% | 0.04% | 0.04% | |
JNJ | D | 1.12% | 0.39% | 0.39% | |
JPM | A | 4.17% | 0.74% | 0.74% | |
KHC | F | 0.16% | 0.03% | 0.03% | |
KKR | A | 0.17% | 0.11% | 0.11% | |
KLAC | D | 0.13% | 0.09% | 0.09% | |
KO | D | 0.2% | 0.26% | 0.2% | |
LIN | D | 0.74% | 0.23% | 0.23% | |
LMT | D | 0.67% | 0.12% | 0.12% | |
LUV | C | 0.27% | 0.02% | 0.02% | |
LVS | C | 0.61% | 0.02% | 0.02% | |
MA | C | 0.6% | 0.46% | 0.46% | |
META | D | 0.65% | 1.36% | 0.65% | |
MMC | B | 0.36% | 0.12% | 0.12% | |
MMM | D | 0.12% | 0.08% | 0.08% | |
MSFT | F | 1.26% | 3.42% | 1.26% | |
NEE | D | 0.57% | 0.17% | 0.17% | |
NOW | A | 0.39% | 0.23% | 0.23% | |
NUE | C | 0.39% | 0.04% | 0.04% | |
NVDA | C | 3.64% | 3.89% | 3.64% | |
OKE | A | 0.34% | 0.07% | 0.07% | |
ORCL | B | 0.17% | 0.32% | 0.17% | |
ORLY | B | 0.76% | 0.08% | 0.08% | |
OXY | D | 0.32% | 0.04% | 0.04% | |
PM | B | 0.75% | 0.21% | 0.21% | |
PSX | C | 0.1% | 0.06% | 0.06% | |
PTC | A | 0.19% | 0.02% | 0.02% | |
PWR | A | 0.17% | 0.05% | 0.05% | |
PYPL | B | 1.17% | 0.09% | 0.09% | |
QCOM | F | 0.23% | 0.2% | 0.2% | |
ROK | B | 0.55% | 0.04% | 0.04% | |
RTX | C | 0.93% | 0.17% | 0.17% | |
SBUX | A | 0.24% | 0.12% | 0.12% | |
SCHW | B | 0.74% | 0.13% | 0.13% | |
SPG | B | 2.45% | 0.06% | 0.06% | |
T | A | 2.26% | 0.17% | 0.17% | |
TJX | A | 0.12% | 0.15% | 0.12% | |
TMO | F | 0.15% | 0.22% | 0.15% | |
TMUS | B | 0.42% | 0.13% | 0.13% | |
TSLA | B | 0.51% | 0.93% | 0.51% | |
TSN | B | 2.04% | 0.02% | 0.02% | |
TXN | C | 1.35% | 0.2% | 0.2% | |
UBER | D | 0.37% | 0.16% | 0.16% | |
UNH | C | 0.98% | 0.59% | 0.59% | |
V | A | 0.67% | 0.56% | 0.56% | |
WBD | C | 0.26% | 0.02% | 0.02% | |
WFC | A | 0.7% | 0.27% | 0.27% | |
WM | A | 0.14% | 0.09% | 0.09% | |
WMB | A | 0.91% | 0.07% | 0.07% | |
WTW | B | 0.63% | 0.03% | 0.03% | |
XOM | B | 0.25% | 0.58% | 0.25% |
KRUZ Overweight 55 Positions Relative to PHDG
Symbol | Grade | Weight | |
---|---|---|---|
FIX | A | 3.36% | |
UTHR | C | 2.04% | |
ASML | F | 1.55% | |
NFG | A | 1.46% | |
AER | B | 0.8% | |
BBWI | D | 0.73% | |
SAP | B | 0.71% | |
OSK | B | 0.67% | |
CLF | F | 0.65% | |
WWD | B | 0.61% | |
SF | B | 0.61% | |
EQH | B | 0.53% | |
BJ | A | 0.49% | |
ARMK | B | 0.48% | |
ET | A | 0.47% | |
NGL | D | 0.45% | |
SPH | B | 0.44% | |
CSL | C | 0.41% | |
BECN | B | 0.38% | |
X | C | 0.37% | |
PRI | A | 0.37% | |
VVV | F | 0.33% | |
LPX | B | 0.31% | |
NVT | B | 0.31% | |
NVO | D | 0.3% | |
SSD | D | 0.3% | |
FBIN | D | 0.3% | |
HLI | B | 0.3% | |
TRS | B | 0.27% | |
SKX | D | 0.27% | |
AIT | A | 0.27% | |
DCI | B | 0.26% | |
GOLD | D | 0.25% | |
UBSI | B | 0.25% | |
NSIT | F | 0.25% | |
PLXS | B | 0.25% | |
ENTG | D | 0.23% | |
RHI | B | 0.22% | |
ATR | B | 0.22% | |
FMAO | B | 0.21% | |
ARLP | A | 0.2% | |
LBRDK | C | 0.2% | |
AA | B | 0.2% | |
ZION | B | 0.19% | |
ARW | D | 0.19% | |
CNM | D | 0.19% | |
ST | F | 0.18% | |
PLUS | F | 0.17% | |
GTES | A | 0.16% | |
LGIH | D | 0.16% | |
PRGS | A | 0.16% | |
PAG | B | 0.16% | |
NBIX | C | 0.15% | |
HTGC | D | 0.13% | |
AZN | D | 0.09% |
KRUZ Underweight 395 Positions Relative to PHDG
Symbol | Grade | Weight | |
---|---|---|---|
GOOG | C | -0.92% | |
BRK.A | B | -0.92% | |
LLY | F | -0.67% | |
PG | A | -0.42% | |
WMT | A | -0.4% | |
NFLX | A | -0.39% | |
CRM | B | -0.35% | |
MRK | F | -0.27% | |
PEP | F | -0.24% | |
MCD | D | -0.23% | |
ABT | B | -0.22% | |
ISRG | A | -0.21% | |
IBM | C | -0.21% | |
GE | D | -0.21% | |
GS | A | -0.2% | |
CAT | B | -0.2% | |
VZ | C | -0.19% | |
SPGI | C | -0.18% | |
MS | A | -0.18% | |
CMCSA | B | -0.18% | |
BKNG | A | -0.18% | |
LOW | D | -0.17% | |
AXP | A | -0.17% | |
ETN | A | -0.16% | |
PFE | D | -0.16% | |
PGR | A | -0.16% | |
UNP | C | -0.15% | |
PANW | C | -0.14% | |
BX | A | -0.14% | |
SYK | C | -0.14% | |
BMY | B | -0.13% | |
PLTR | B | -0.13% | |
FI | A | -0.13% | |
ADP | B | -0.13% | |
VRTX | F | -0.13% | |
MU | D | -0.12% | |
MDT | D | -0.12% | |
GILD | C | -0.12% | |
LRCX | F | -0.11% | |
BA | F | -0.11% | |
DE | A | -0.11% | |
ADI | D | -0.11% | |
PLD | D | -0.11% | |
PH | A | -0.1% | |
ICE | C | -0.1% | |
SHW | A | -0.1% | |
CI | F | -0.1% | |
AMT | D | -0.1% | |
NKE | D | -0.1% | |
TT | A | -0.1% | |
MO | A | -0.1% | |
SO | D | -0.1% | |
UPS | C | -0.1% | |
ZTS | D | -0.09% | |
MCK | B | -0.09% | |
CME | A | -0.09% | |
AON | A | -0.09% | |
CMG | B | -0.09% | |
MSI | B | -0.09% | |
PNC | B | -0.09% | |
REGN | F | -0.09% | |
SNPS | B | -0.09% | |
DUK | C | -0.09% | |
EQIX | A | -0.09% | |
APH | A | -0.09% | |
MDLZ | F | -0.09% | |
APD | A | -0.08% | |
CEG | D | -0.08% | |
TGT | F | -0.08% | |
TDG | D | -0.08% | |
ITW | B | -0.08% | |
CTAS | B | -0.08% | |
CL | D | -0.08% | |
GD | F | -0.08% | |
MCO | B | -0.08% | |
EOG | A | -0.08% | |
WELL | A | -0.08% | |
USB | A | -0.08% | |
PCAR | B | -0.07% | |
ROP | B | -0.07% | |
SLB | C | -0.07% | |
TFC | A | -0.07% | |
ECL | D | -0.07% | |
CARR | D | -0.07% | |
HCA | F | -0.07% | |
AJG | B | -0.07% | |
GM | B | -0.07% | |
BDX | F | -0.07% | |
MAR | B | -0.07% | |
NOC | D | -0.07% | |
CSX | B | -0.07% | |
CVS | D | -0.07% | |
KMI | A | -0.06% | |
PSA | D | -0.06% | |
GWW | B | -0.06% | |
MPC | D | -0.06% | |
AZO | C | -0.06% | |
DLR | B | -0.06% | |
RCL | A | -0.06% | |
AMP | A | -0.06% | |
AFL | B | -0.06% | |
URI | B | -0.06% | |
FICO | B | -0.06% | |
JCI | C | -0.06% | |
NXPI | D | -0.06% | |
BK | A | -0.06% | |
SRE | A | -0.06% | |
TRV | B | -0.06% | |
ABNB | C | -0.06% | |
NSC | B | -0.06% | |
TRGP | B | -0.05% | |
ODFL | B | -0.05% | |
COR | B | -0.05% | |
RSG | A | -0.05% | |
BKR | B | -0.05% | |
F | C | -0.05% | |
PEG | A | -0.05% | |
AXON | A | -0.05% | |
KMB | D | -0.05% | |
CCI | D | -0.05% | |
VLO | C | -0.05% | |
PCG | A | -0.05% | |
PRU | A | -0.05% | |
AME | A | -0.05% | |
KVUE | A | -0.05% | |
HWM | A | -0.05% | |
NEM | D | -0.05% | |
PAYX | C | -0.05% | |
FAST | B | -0.05% | |
LHX | C | -0.05% | |
ROST | C | -0.05% | |
VST | B | -0.05% | |
MSCI | C | -0.05% | |
DHI | D | -0.05% | |
MET | A | -0.05% | |
AIG | B | -0.05% | |
O | D | -0.05% | |
AEP | D | -0.05% | |
CMI | A | -0.05% | |
CPRT | A | -0.05% | |
VICI | C | -0.04% | |
ED | D | -0.04% | |
IRM | D | -0.04% | |
RMD | C | -0.04% | |
HIG | B | -0.04% | |
FANG | D | -0.04% | |
WAB | B | -0.04% | |
EXR | D | -0.04% | |
DD | D | -0.04% | |
IDXX | F | -0.04% | |
MCHP | F | -0.04% | |
MTB | A | -0.04% | |
HPQ | A | -0.04% | |
GIS | D | -0.04% | |
MLM | B | -0.04% | |
GLW | B | -0.04% | |
SYY | B | -0.04% | |
VMC | B | -0.04% | |
ACGL | D | -0.04% | |
KDP | D | -0.04% | |
GEHC | F | -0.04% | |
STZ | D | -0.04% | |
A | D | -0.04% | |
LULU | C | -0.04% | |
EXC | C | -0.04% | |
XEL | A | -0.04% | |
YUM | B | -0.04% | |
DELL | C | -0.04% | |
KR | B | -0.04% | |
MNST | C | -0.04% | |
EA | A | -0.04% | |
CTVA | C | -0.04% | |
CBRE | B | -0.04% | |
EW | C | -0.04% | |
OTIS | C | -0.04% | |
CTSH | B | -0.04% | |
HES | B | -0.04% | |
VRSK | A | -0.04% | |
LEN | D | -0.04% | |
IT | C | -0.04% | |
IR | B | -0.04% | |
CINF | A | -0.03% | |
SBAC | D | -0.03% | |
HUBB | B | -0.03% | |
AEE | A | -0.03% | |
BIIB | F | -0.03% | |
RF | A | -0.03% | |
CDW | F | -0.03% | |
NTAP | C | -0.03% | |
PPL | B | -0.03% | |
CCL | B | -0.03% | |
WST | C | -0.03% | |
DTE | C | -0.03% | |
SW | A | -0.03% | |
EQR | B | -0.03% | |
ADM | D | -0.03% | |
VLTO | D | -0.03% | |
EQT | B | -0.03% | |
HBAN | A | -0.03% | |
SYF | B | -0.03% | |
AWK | D | -0.03% | |
CPAY | A | -0.03% | |
BRO | B | -0.03% | |
GDDY | A | -0.03% | |
TYL | C | -0.03% | |
VTR | C | -0.03% | |
MTD | D | -0.03% | |
CHD | B | -0.03% | |
HSY | F | -0.03% | |
FTV | C | -0.03% | |
BR | A | -0.03% | |
HAL | C | -0.03% | |
TROW | B | -0.03% | |
PHM | D | -0.03% | |
KEYS | A | -0.03% | |
DECK | A | -0.03% | |
HPE | B | -0.03% | |
STT | A | -0.03% | |
MPWR | F | -0.03% | |
ON | D | -0.03% | |
NVR | D | -0.03% | |
PPG | F | -0.03% | |
GPN | B | -0.03% | |
CAH | B | -0.03% | |
TTWO | A | -0.03% | |
XYL | D | -0.03% | |
ANSS | B | -0.03% | |
RJF | A | -0.03% | |
TSCO | D | -0.03% | |
DXCM | D | -0.03% | |
UAL | A | -0.03% | |
WEC | A | -0.03% | |
EBAY | D | -0.03% | |
CSGP | D | -0.03% | |
CNC | D | -0.03% | |
ETR | B | -0.03% | |
EIX | B | -0.03% | |
FITB | A | -0.03% | |
NDAQ | A | -0.03% | |
EFX | F | -0.03% | |
AVB | B | -0.03% | |
GRMN | B | -0.03% | |
NDSN | B | -0.02% | |
ROL | B | -0.02% | |
FFIV | B | -0.02% | |
RVTY | F | -0.02% | |
APTV | D | -0.02% | |
EVRG | A | -0.02% | |
JBL | B | -0.02% | |
AMCR | D | -0.02% | |
JBHT | C | -0.02% | |
DOC | D | -0.02% | |
VTRS | A | -0.02% | |
L | A | -0.02% | |
EL | F | -0.02% | |
LNT | A | -0.02% | |
DPZ | C | -0.02% | |
CF | B | -0.02% | |
VRSN | F | -0.02% | |
ALGN | F | -0.02% | |
EG | C | -0.02% | |
TXT | D | -0.02% | |
MRO | B | -0.02% | |
AVY | D | -0.02% | |
NI | A | -0.02% | |
BAX | D | -0.02% | |
KIM | A | -0.02% | |
ARE | D | -0.02% | |
DG | F | -0.02% | |
EXPD | D | -0.02% | |
GPC | D | -0.02% | |
MAS | D | -0.02% | |
TRMB | B | -0.02% | |
TER | D | -0.02% | |
IEX | B | -0.02% | |
DGX | A | -0.02% | |
PNR | A | -0.02% | |
J | F | -0.02% | |
KEY | B | -0.02% | |
WRB | A | -0.02% | |
BBY | D | -0.02% | |
MOH | F | -0.02% | |
HOLX | D | -0.02% | |
ULTA | F | -0.02% | |
PODD | C | -0.02% | |
PFG | D | -0.02% | |
MAA | B | -0.02% | |
CTRA | B | -0.02% | |
BALL | D | -0.02% | |
SNA | A | -0.02% | |
MKC | D | -0.02% | |
NRG | B | -0.02% | |
FDS | B | -0.02% | |
INVH | D | -0.02% | |
ESS | B | -0.02% | |
CNP | B | -0.02% | |
IP | B | -0.02% | |
STLD | B | -0.02% | |
DRI | B | -0.02% | |
LH | C | -0.02% | |
CMS | C | -0.02% | |
LYV | A | -0.02% | |
ZBRA | B | -0.02% | |
STX | D | -0.02% | |
OMC | C | -0.02% | |
WDC | D | -0.02% | |
CBOE | B | -0.02% | |
CFG | B | -0.02% | |
FSLR | F | -0.02% | |
FE | C | -0.02% | |
PKG | A | -0.02% | |
BLDR | D | -0.02% | |
NTRS | A | -0.02% | |
LYB | F | -0.02% | |
K | A | -0.02% | |
STE | F | -0.02% | |
ES | D | -0.02% | |
ZBH | C | -0.02% | |
TDY | B | -0.02% | |
WAT | B | -0.02% | |
ATO | A | -0.02% | |
WY | D | -0.02% | |
LDOS | C | -0.02% | |
EXPE | B | -0.02% | |
IFF | D | -0.02% | |
FOX | A | -0.01% | |
QRVO | F | -0.01% | |
WBA | F | -0.01% | |
BEN | C | -0.01% | |
PARA | C | -0.01% | |
FMC | D | -0.01% | |
DVA | B | -0.01% | |
MHK | D | -0.01% | |
HII | D | -0.01% | |
BWA | D | -0.01% | |
IVZ | B | -0.01% | |
CE | F | -0.01% | |
MTCH | D | -0.01% | |
HAS | D | -0.01% | |
APA | D | -0.01% | |
MOS | F | -0.01% | |
CZR | F | -0.01% | |
RL | B | -0.01% | |
FRT | B | -0.01% | |
ENPH | F | -0.01% | |
MGM | D | -0.01% | |
WYNN | D | -0.01% | |
AOS | F | -0.01% | |
CPB | D | -0.01% | |
HRL | D | -0.01% | |
TFX | F | -0.01% | |
SMCI | F | -0.01% | |
SOLV | C | -0.01% | |
GL | B | -0.01% | |
AES | F | -0.01% | |
MKTX | D | -0.01% | |
CRL | C | -0.01% | |
ERIE | D | -0.01% | |
LKQ | D | -0.01% | |
PNW | B | -0.01% | |
CTLT | B | -0.01% | |
FOXA | B | -0.01% | |
PAYC | B | -0.01% | |
TAP | C | -0.01% | |
NWSA | B | -0.01% | |
AIZ | A | -0.01% | |
GNRC | B | -0.01% | |
TECH | D | -0.01% | |
LW | C | -0.01% | |
BXP | D | -0.01% | |
NCLH | B | -0.01% | |
SJM | D | -0.01% | |
EMN | D | -0.01% | |
UHS | D | -0.01% | |
ALB | C | -0.01% | |
REG | B | -0.01% | |
DAY | B | -0.01% | |
KMX | B | -0.01% | |
HST | C | -0.01% | |
ALLE | D | -0.01% | |
INCY | C | -0.01% | |
BG | F | -0.01% | |
JKHY | D | -0.01% | |
JNPR | F | -0.01% | |
CPT | B | -0.01% | |
CHRW | C | -0.01% | |
CAG | D | -0.01% | |
SWK | D | -0.01% | |
TPR | B | -0.01% | |
UDR | B | -0.01% | |
AKAM | D | -0.01% | |
SWKS | F | -0.01% | |
MRNA | F | -0.01% | |
POOL | C | -0.01% | |
NWS | A | -0.0% |
KRUZ: Top Represented Industries & Keywords
PHDG: Top Represented Industries & Keywords