RULE vs. SPMO ETF Comparison
Comparison of Adaptive Core ETF (RULE) to PowerShares S&P 500 Momentum Portfolio (SPMO)
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
$22.72
Average Daily Volume
6,209
Number of Holdings
*
36
* may have additional holdings in another (foreign) market
SPMO
PowerShares S&P 500 Momentum Portfolio
SPMO Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.Grade (RS Rating)
Last Trade
$95.45
Average Daily Volume
690,935
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
Performance
| Period | RULE | SPMO |
|---|---|---|
| 30 Days | 2.26% | 2.40% |
| 60 Days | 4.15% | 7.23% |
| 90 Days | 4.53% | 8.07% |
| 12 Months | 21.26% | 56.43% |
RULE Overweight 28 Positions Relative to SPMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | 4.29% | |
| JPST | A | 4.27% | |
| NOW | A | 3.52% | |
| CRM | B | 3.48% | |
| ISRG | A | 3.34% | |
| APO | B | 3.31% | |
| XLG | A | 3.11% | |
| SPHQ | A | 3.09% | |
| PCAR | B | 3.07% | |
| EQIX | B | 3.06% | |
| AON | B | 3.05% | |
| IWF | A | 2.98% | |
| UBER | F | 2.97% | |
| CAH | B | 2.96% | |
| INTU | A | 2.94% | |
| SPGI | C | 2.87% | |
| CPAY | A | 2.84% | |
| MPWR | F | 2.76% | |
| RMD | C | 2.76% | |
| HD | B | 2.64% | |
| NFLX | A | 2.62% | |
| FTNT | B | 2.44% | |
| GPN | B | 2.43% | |
| VRT | B | 2.41% | |
| PAYX | B | 2.26% | |
| ADBE | C | 1.95% | |
| ARES | B | 1.83% | |
| FCNCA | B | 0.01% |
RULE Underweight 90 Positions Relative to SPMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | A | -10.46% | |
| AMZN | A | -9.87% | |
| META | B | -6.51% | |
| AVGO | C | -5.96% | |
| BRK.A | B | -5.81% | |
| LLY | F | -5.42% | |
| JPM | A | -5.07% | |
| COST | B | -3.73% | |
| GE | D | -2.07% | |
| GS | B | -1.41% | |
| AXP | B | -1.36% | |
| KKR | B | -1.21% | |
| AMGN | F | -1.15% | |
| T | A | -1.09% | |
| ANET | C | -1.03% | |
| RTX | D | -1.0% | |
| BSX | A | -0.96% | |
| TJX | A | -0.95% | |
| TMUS | A | -0.95% | |
| ETN | B | -0.94% | |
| C | B | -0.86% | |
| VRTX | B | -0.82% | |
| TT | B | -0.81% | |
| CB | C | -0.79% | |
| MCK | B | -0.79% | |
| FI | A | -0.76% | |
| CTAS | B | -0.72% | |
| APH | B | -0.67% | |
| ICE | C | -0.64% | |
| MSI | B | -0.63% | |
| CEG | D | -0.61% | |
| CL | F | -0.59% | |
| TDG | D | -0.58% | |
| KLAC | F | -0.57% | |
| GD | C | -0.57% | |
| VST | B | -0.56% | |
| WELL | B | -0.56% | |
| FICO | B | -0.54% | |
| PH | A | -0.5% | |
| CMG | B | -0.46% | |
| TRGP | B | -0.44% | |
| HWM | B | -0.43% | |
| ALL | B | -0.43% | |
| WM | A | -0.43% | |
| AJG | A | -0.42% | |
| HLT | A | -0.42% | |
| HIG | C | -0.37% | |
| AFL | C | -0.35% | |
| OKE | A | -0.35% | |
| ECL | C | -0.33% | |
| AIG | B | -0.33% | |
| IR | A | -0.33% | |
| RSG | B | -0.32% | |
| PRU | B | -0.31% | |
| GWW | B | -0.31% | |
| GDDY | B | -0.3% | |
| KMI | B | -0.3% | |
| PSX | C | -0.29% | |
| GRMN | A | -0.29% | |
| COR | B | -0.27% | |
| MPC | D | -0.26% | |
| RCL | A | -0.26% | |
| PEG | C | -0.25% | |
| IT | B | -0.24% | |
| LDOS | C | -0.24% | |
| AXON | B | -0.23% | |
| NRG | C | -0.23% | |
| WAB | B | -0.22% | |
| FANG | C | -0.22% | |
| NDAQ | B | -0.21% | |
| VLTO | D | -0.21% | |
| MLM | B | -0.2% | |
| WTW | A | -0.2% | |
| BRO | B | -0.2% | |
| FITB | A | -0.19% | |
| NTAP | D | -0.19% | |
| PHM | D | -0.18% | |
| TYL | B | -0.16% | |
| STX | D | -0.16% | |
| SYF | B | -0.16% | |
| DECK | B | -0.16% | |
| BR | A | -0.15% | |
| NVR | D | -0.15% | |
| PKG | B | -0.14% | |
| CBOE | D | -0.13% | |
| WRB | B | -0.11% | |
| L | A | -0.1% | |
| UHS | D | -0.09% | |
| NWSA | B | -0.07% | |
| NWS | B | -0.02% |
RULE: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Asset Management
Medical Instruments & Supplies
Banks - Regional - US
Biotechnology
Capital Markets
Conglomerates
Discount Stores
Home Improvement Stores
Information Technology Services
Insurance - Property & Casualty
Insurance Brokers
Media - Diversified
Medical Distribution
Oil & Gas Midstream
REIT - Diversified
Rental & Leasing Services
Semiconductors
Truck Manufacturing
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
ETF
Exchange Traded Fund
IBD 50
Insurance
Mobile Devices
Data Center
Information Technology Management
Medicine
Software As A Service
Systems Integrator
Work From Home
Banking
Banking Solutions
Cement Services
Chargeback
Content Management Systems
SPMO: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Aerospace & Defense
Business Services
Oil & Gas Midstream
Specialty Industrial Machinery
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Diversified
Insurance Brokers
Asset Management
Banks - Global
Biotechnology
Broadcasting - TV
Credit Services
Data Storage
Discount Stores
Diversified Industrials
Drug Manufacturers - Major
Insurance - Life
Internet Content & Information
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