NEWZ vs. XSMO ETF Comparison

Comparison of StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) to Invesco S&P SmallCap Momentum ETF (XSMO)
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 *

9

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

Invesco S&P SmallCap Momentum ETF

XSMO Description The Invesco S&P SmallCap Momentum ETF (Fund) is based on the S&P Smallcap 600 Momentum Index (Index). The Fund will invest at least 90% of its total assets in the component securities that comprise the Index. The Index is composed of securities 120 securities in the S&P SmallCap 600® Index having the highest “momentum scores,” calculated pursuant to the index methodology. which are computed by measuring the upward price movements of each security as compared to other eligible stocks within the S&P Midcap 600 Index. The Fund and the Index are rebalanced and reconstituted semi-annually.

Grade (RS Rating)

Last Trade

$59.66

Average Daily Volume

212,626

Number of Holdings *

110

* may have additional holdings in another (foreign) market
Performance
Period NEWZ XSMO
30 Days 0.13% -2.59%
60 Days 6.10% -0.67%
90 Days 0.75%
12 Months 26.91%
2 Overlapping Holdings
Symbol Grade Weight in NEWZ Weight in XSMO Overlap
BMI C 4.02% 1.3% 1.3%
FN C 4.16% 2.52% 2.52%
NEWZ Overweight 7 Positions Relative to XSMO
Symbol Grade Weight
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 108 Positions Relative to XSMO
Symbol Grade Weight
ANF C -4.34%
NSIT C -2.53%
BCC F -2.23%
MLI C -2.14%
VRRM B -2.06%
GKOS A -2.05%
IBP D -1.9%
SPSC B -1.88%
MTH D -1.86%
AMR D -1.82%
MATX B -1.82%
COOP D -1.8%
ENSG B -1.79%
FSS D -1.77%
MOG.A C -1.64%
SKYW B -1.62%
MHO D -1.58%
RDN B -1.58%
RDNT B -1.42%
HCC C -1.4%
AWI D -1.37%
ITGR C -1.36%
AGO D -1.24%
IDCC A -1.2%
TPH D -1.2%
AROC B -1.19%
FORM A -1.15%
OTTR D -1.11%
CRS B -1.1%
AVAV D -1.1%
ACA D -1.02%
SKT D -1.01%
GMS D -0.97%
VECO B -0.96%
WDFC D -0.92%
NMIH B -0.89%
CEIX B -0.89%
PIPR A -0.81%
GFF D -0.8%
DV D -0.8%
LRN D -0.79%
GPI D -0.79%
YELP F -0.73%
SHAK D -0.72%
AZZ D -0.71%
LBRT D -0.71%
LPG C -0.71%
FBP B -0.71%
ROCK D -0.7%
MYRG F -0.68%
PATK D -0.68%
HWKN B -0.68%
NHC A -0.66%
POWL D -0.66%
NPO D -0.65%
CRVL B -0.65%
PLUS D -0.64%
CCS D -0.64%
RUSHA F -0.63%
ARCB D -0.63%
APAM D -0.61%
URBN C -0.6%
VCEL C -0.6%
ATGE A -0.59%
GSHD D -0.59%
OSIS C -0.59%
UFPT A -0.57%
RAMP C -0.54%
PJT A -0.54%
TNC D -0.53%
HNI C -0.53%
WOR F -0.51%
AMPH F -0.49%
AIR B -0.48%
ALG F -0.48%
MTRN F -0.47%
SXI D -0.47%
CARG C -0.47%
PLAB D -0.47%
ARLO B -0.46%
STC D -0.45%
OFG B -0.45%
GRBK C -0.45%
ANDE D -0.44%
AMWD F -0.4%
IPAR F -0.39%
GBX D -0.39%
TBBK B -0.39%
EPAC B -0.39%
DFIN D -0.38%
SPNT D -0.38%
JOE D -0.37%
CUBI B -0.36%
CXW D -0.36%
PARR F -0.36%
GIII F -0.34%
PRG D -0.34%
INVA B -0.24%
NABL B -0.23%
JBSS D -0.23%
KOP F -0.23%
HCI F -0.22%
ANIP D -0.19%
CNXN D -0.19%
WSR B -0.17%
IIIN F -0.13%
ZEUS F -0.12%
WRLD D -0.09%
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