NEWZ vs. IWTR ETF Comparison

Comparison of StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) to iShares MSCI Water Management Multisector ETF (IWTR)

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

$25.99

Average Daily Volume

5,336

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IWTR

iShares MSCI Water Management Multisector ETF

IWTR Description

The iShares MSCI Water Management Multisector ETF seeks to track the investment results of an index composed of U.S. and non-U.S. companies that either 1) derive a proportion of their revenues from sustainable water products or services or 2) demonstrate relative efficiency in their water management.

Grade (RS Rating)

Last Trade

$31.10

Average Daily Volume

403

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	NEWZ	IWTR
30 Days	0.13%	0.30%
60 Days	6.10%	1.44%
90 Days		2.82%
12 Months		15.54%

1 Overlapping Holdings

	Symbol	Grade	Weight in NEWZ	Weight in IWTR	Overlap
	BMI	C	4.02%	2.78%	2.78%

NEWZ Overweight 8 Positions Relative to IWTR

Symbol	Grade	Weight
FN	C	4.16%
NTAP	A	3.77%
TT	B	3.67%
APH	B	3.49%
BRO	B	3.44%
MSI	B	3.43%
CELH	F	3.43%
UL	B	3.42%

NEWZ Underweight 14 Positions Relative to IWTR

Symbol	Grade	Weight
TXN	B	-6.31%
XYL	D	-6.13%
MAR	C	-6.11%
INTC	C	-5.95%
AWK	B	-5.8%
HLT	B	-4.89%
CNM	D	-3.72%
IFF	B	-2.95%
WTS	D	-2.5%
FELE	D	-2.05%
ZWS	D	-1.81%
MWA	C	-1.04%
ERII	F	-0.48%
ALTM	F	-0.35%