MSVX vs. UVXY ETF Comparison

Comparison of LHA Market State Alpha Seeker ETF (MSVX) to Ultra VIX Short Term Futures ETF (UVXY)
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

$21.99

Average Daily Volume

5,118

Number of Holdings *

1

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

Ultra VIX Short Term Futures ETF

UVXY Description The Ultra Fund seeks daily results that match (before fees and expenses) two times (2x) the daily performance of the S&P 500 VIX Short-Term Futures Index. The index seeks to offer exposure to market volatility through publicly traded futures markets and is designed to measure the return from a rolling long position in the first and second month VIX futures contracts.

Grade (RS Rating)

Last Trade

$30.13

Average Daily Volume

12,158,011

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period MSVX UVXY
30 Days -0.59% 10.53%
60 Days -6.86% 38.02%
90 Days -9.47% -22.78%
12 Months -7.45% -57.32%
0 Overlapping Holdings
Symbol Grade Weight in MSVX Weight in UVXY Overlap
MSVX Overweight 1 Positions Relative to UVXY
Symbol Grade Weight
SVIX F 17.49%
MSVX Underweight 1 Positions Relative to UVXY
Symbol Grade Weight
VXX B -1.46%

MSVX: Top Represented Industries & Keywords

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