RULE vs. SHRY ETF Comparison
Comparison of Adaptive Core ETF (RULE) to First Trust Bloomberg Shareholder Yield ETF (SHRY)
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).
Grade (RS Rating)
Last Trade
$21.75
Average Daily Volume
6,170
36
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$40.68
Average Daily Volume
757
48
Performance
| Period | RULE | SHRY |
|---|---|---|
| 30 Days | 0.14% | -1.30% |
| 60 Days | -1.13% | -0.78% |
| 90 Days | 3.97% | 3.95% |
| 12 Months | 19.48% |
RULE Overweight 33 Positions Relative to SHRY
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | 4.41% | |
| JPST | B | 4.39% | |
| VEEV | B | 3.43% | |
| NOW | A | 3.4% | |
| ISRG | B | 3.35% | |
| CRM | A | 3.3% | |
| APO | B | 3.11% | |
| EQIX | B | 3.1% | |
| XLG | B | 3.09% | |
| SPHQ | C | 3.09% | |
| FCNCA | C | 3.08% | |
| ZS | C | 2.97% | |
| IWF | B | 2.94% | |
| AON | A | 2.93% | |
| SPGI | D | 2.92% | |
| CPAY | B | 2.89% | |
| BK | B | 2.88% | |
| IRM | B | 2.78% | |
| HD | B | 2.73% | |
| RMD | A | 2.72% | |
| INTU | D | 2.7% | |
| PGR | D | 2.69% | |
| VRSK | B | 2.62% | |
| URI | B | 2.62% | |
| NFLX | A | 2.55% | |
| IBM | C | 2.54% | |
| WMT | A | 2.48% | |
| REGN | F | 2.48% | |
| FTNT | B | 2.41% | |
| GPN | D | 2.22% | |
| VRT | B | 2.22% | |
| ARES | B | 1.91% | |
| BLDR | F | 0.0% |
RULE Underweight 45 Positions Relative to SHRY
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | -4.93% | |
| PFG | C | -4.93% | |
| AMP | B | -4.77% | |
| CHTR | B | -3.41% | |
| EOG | D | -3.31% | |
| LYB | F | -3.22% | |
| HPQ | B | -3.2% | |
| KMI | B | -2.84% | |
| HIG | D | -2.81% | |
| LMT | D | -2.66% | |
| NVR | D | -2.61% | |
| GIS | D | -2.57% | |
| JNJ | D | -2.54% | |
| AFL | D | -2.53% | |
| MCK | C | -2.51% | |
| MET | C | -2.36% | |
| CME | B | -2.32% | |
| CMCSA | A | -1.93% | |
| MDT | B | -1.92% | |
| KMB | D | -1.88% | |
| SLB | F | -1.87% | |
| PG | D | -1.75% | |
| MRK | F | -1.75% | |
| V | A | -1.67% | |
| CL | F | -1.61% | |
| UNP | D | -1.56% | |
| AAPL | C | -1.51% | |
| TRV | B | -1.51% | |
| ADP | A | -1.49% | |
| ABT | A | -1.47% | |
| ORLY | C | -1.39% | |
| QCOM | D | -1.36% | |
| MA | B | -1.19% | |
| SHW | D | -1.19% | |
| GOOGL | A | -1.15% | |
| MCD | C | -1.15% | |
| ETN | B | -1.06% | |
| CB | C | -1.04% | |
| BX | B | -1.04% | |
| AMAT | F | -0.83% | |
| ORCL | B | -0.8% | |
| ACN | C | -0.74% | |
| KLAC | F | -0.63% | |
| MSFT | D | -0.42% | |
| BRK.A | D | -0.39% |
RULE: Top Represented Industries & Keywords
SHRY: Top Represented Industries & Keywords
Compare ETFs
