NEWZ vs. EPHE ETF Comparison

Comparison of StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) to iShares MSCI Philippines ETF (EPHE)

NEWZ

StockSnips AI-Powered Sentiment US All Cap ETF

NEWZ Description

NEWZ navigates market complexities through a proprietary news media sentiment signal which combines AI and NLP technologies. This signal is generated from textual sources, such as news articles, blogs, and SEC filings, processed using advanced machine learning algorithms. These algorithms sift through vast amounts of data to assess investor sentiment and identify stocks with the most positive news coverage. The process begins by screening US-listed equity securities based on capitalization, volatility, ROE, news coverage volume, and inclusion in Zacks sector and industry classifications. Selections are made based on the sentiment signal, which also integrates a sentiment momentum signal indicating shifts in investor sentiment over time. After the screening, the portfolio typically comprises the top 30 to 50 stocks, all equally weighted. Throughout this process, the fund prioritizes reliability, gathering information from reputable news outlets such as Zacks, Motley Fool, and CNBC. The fund is rebalanced and reconstituted monthly.

Grade (RS Rating)

Last Trade

$28.04

Average Daily Volume

2,279

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

EPHE

iShares MSCI Philippines ETF

EPHE Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Philippines Investable Market Index. The fund generally invests at least 80% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization-weighted index designed to measure the performance of the Philippine equity markets. Components primarily include financial, industrials and utilities companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$29.38

Average Daily Volume

48,294

Number of Holdings ^*

3

* may have additional holdings in another (foreign) market

Performance

Period	NEWZ	EPHE
30 Days	1.29%	6.60%
60 Days	7.02%	17.33%
90 Days	7.79%	19.43%
12 Months		22.02%

0 Overlapping Holdings

	Symbol	Grade	Weight in NEWZ	Weight in EPHE	Overlap

NEWZ Overweight 10 Positions Relative to EPHE

	Symbol	Grade	Weight
	BMI	A	4.13%
	UHS	D	4.01%
	TT	A	3.86%
	MANH	C	3.81%
	NOW	C	3.71%
	NMIH	C	3.69%
	KKR	A	3.65%
	NTAP	D	3.61%
	MSI	A	3.53%
	KLAC	B	3.45%

NEWZ Underweight 3 Positions Relative to EPHE

	Symbol	Grade	Weight
	SM	F	-7.25%
	AC	B	-6.76%
	TEL	D	-3.71%

NEWZ: Top Represented Industries & Keywords

Industries: Software - Application Asset Management Communication Equipment Data Storage Insurance - Property & Casualty Medical Care Scientific & Technical Instruments Semiconductor Equipment & Materials Specialty Industrial Machinery

Keywords: S&P 500 Computing Gas Utilities IBD 50 Lifecycle Management Network Infrastructure Ventilating Acute Care Acute Care Hospitals Air Conditioning Air Conditioning Systems Airport Animation Asset Management Backup Software Bar Code Behavioral Health Services Beverage Certification Solutions Change Management

EPHE: Top Represented Industries & Keywords

Industries: Capital Markets Electronic Components Oil & Gas E&P

Keywords: Aerospace Arbitrage Bakken Bakken Formation Card Products Circuit Protection Devices Communications Systems Consumer Devices Crude Oil Data Communications Electronic Components Electronics Energy Market Engineered Solutions Fiber Optic Communication Fiber Optics Identification Products Industrial Machinery Industrial Solutions Interface Devices