MGRO vs. BERZ ETF Comparison
Comparison of SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF (MGRO) to MicroSectors FANG & Innovation -3x Inverse Leveraged ETN (BERZ)
MGRO
SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF
MGRO Description
The fund invests at least 80% of its total assets in securities that comprise the index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure growth companies. It is non-diversified.
Grade (RS Rating)
Last Trade
$30.58
Average Daily Volume
264
38
BERZ
MicroSectors FANG & Innovation -3x Inverse Leveraged ETN
BERZ Description
BERZ provides daily -3x inverse exposure to an index of FANG and technology companies that meet certain requirements. The fund will consistently comprise eight core components (Alphabet, Amazon, Apple, Facebook, Microsoft, Netflix, NVIDIA, and Tesla) and include seven companies determined through a selection methodology. Eligible securities must be listed on a US exchange, classified in the technology sector, and have a market cap of at least 10 billion USD. Selection will begin with ranking the securities by market cap and selecting the 30 largest companies which will then be sorted by 12-month average daily value traded. The top seven stocks will complete the index along with the eight core components and are then equally weighted. The index is rebalanced monthly and reconstituted quarterly. As a leveraged inverse product with -3x factor that resets daily, BERZ is not a buy-and-hold investment and should not be expected to provide index leverage return greater than a one day period.Grade (RS Rating)
Last Trade
$15.10
Average Daily Volume
108,739
15
Performance
| Period | MGRO | BERZ |
|---|---|---|
| 30 Days | -2.60% | -12.41% |
| 60 Days | 0.19% | -26.63% |
| 90 Days | 3.44% | -25.69% |
| 12 Months | -69.56% |
MGRO Overweight 33 Positions Relative to BERZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| ADSK | B | 5.29% | |
| TRU | D | 4.84% | |
| ROK | A | 4.63% | |
| VEEV | C | 4.61% | |
| A | D | 3.97% | |
| FTNT | A | 3.14% | |
| MKTX | C | 3.08% | |
| EL | F | 2.78% | |
| ALLE | D | 2.68% | |
| TYL | B | 2.63% | |
| OTIS | D | 2.62% | |
| IEX | B | 2.47% | |
| WST | C | 2.36% | |
| WDAY | B | 2.26% | |
| EFX | F | 2.18% | |
| STZ | D | 2.16% | |
| VRSN | D | 2.14% | |
| ZBH | C | 2.13% | |
| HII | F | 2.01% | |
| YUM | D | 2.01% | |
| KEYS | C | 2.01% | |
| CTVA | D | 2.0% | |
| CLX | A | 1.66% | |
| WAT | B | 1.61% | |
| DIS | A | 1.4% | |
| ETSY | D | 1.06% | |
| GEHC | D | 0.91% | |
| BIO | C | 0.86% | |
| NKE | D | 0.85% | |
| TER | F | 0.83% | |
| LRCX | F | 0.82% | |
| ICE | D | 0.44% | |
| TMO | D | 0.26% |
MGRO: Top Represented Industries & Keywords
BERZ: Top Represented Industries & Keywords
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