MSVX vs. STCE ETF Comparison

Comparison of LHA Market State Alpha Seeker ETF (MSVX) to Schwab Crypto Thematic ETF (STCE)
MSVX

LHA Market State Alpha Seeker ETF

MSVX Description

The investment seeks to provide positive returns across multiple market cycles that are generally not correlated to the U.S. equity or fixed income markets. The fund is an actively-managed exchange-traded fund ("ETF") and seeks to achieve its objective principally by investing long or short in instruments linked directly or indirectly to the performance and/or volatility of the S&P 500® Index based on models and analyses, that seek to estimate the direction of the U.S. equity market. It is non-diversified.

Grade (RS Rating)

Last Trade

$21.66

Average Daily Volume

2,241

Number of Holdings *

1

* may have additional holdings in another (foreign) market
STCE

Schwab Crypto Thematic ETF

STCE Description The fund will not invest in cryptocurrency or digital assets directly. The investment adviser typically seeks to track the total return of the index by replicating the index. It is non-diversified.

Grade (RS Rating)

Last Trade

$49.67

Average Daily Volume

28,585

Number of Holdings *

23

* may have additional holdings in another (foreign) market
Performance
Period MSVX STCE
30 Days -1.64% 22.67%
60 Days -2.09% 50.20%
90 Days -7.72% 38.83%
12 Months -10.13% 120.84%
0 Overlapping Holdings
Symbol Grade Weight in MSVX Weight in STCE Overlap
MSVX Overweight 1 Positions Relative to STCE
Symbol Grade Weight
SVIX C 15.1%
MSVX Underweight 23 Positions Relative to STCE
Symbol Grade Weight
MSTR B -13.68%
COIN C -7.93%
CIFR C -7.47%
IREN C -6.25%
CLSK C -4.76%
HOOD B -4.01%
RIOT C -3.86%
BTBT C -3.54%
MARA B -3.07%
IBKR A -2.96%
SQ A -2.83%
PYPL B -2.06%
CBOE C -2.03%
WT A -1.68%
OPRA B -1.12%
FOUR A -1.08%
NVDA B -1.05%
VIRT A -1.04%
SNEX B -1.04%
BGC C -0.96%
CME B -0.95%
CUBI B -0.94%
ICE C -0.86%

MSVX: Top Represented Industries & Keywords

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