SECT vs. SHUS ETF Comparison

Comparison of Main Sector Rotation ETF (SECT) to Syntax Stratified U.S. Total Market Hedged ETF (SHUS)
SECT

Main Sector Rotation ETF

SECT Description

The investment seeks to outperform the S&P 500 in rising markets while limiting losses during periods of decline. The fund utilizes a fund of funds structure to invest in sector based equity ETFs. It seeks to achieve its objective through dynamic sector rotation. The Adviser focuses its research primarily on sector selection by carefully reviewing the sector, industry, and sub-industries in the fund's portfolio. The Adviser chooses sectors it believes are undervalued and poised to respond favorably to financial market catalysts. The fund sell a security when it achieves its target price and is, in the opinion of the Adviser, no longer undervalued.

Grade (RS Rating)

Last Trade

$53.85

Average Daily Volume

88,661

Number of Holdings *

7

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

Syntax Stratified U.S. Total Market Hedged ETF

SHUS Description The investment seeks to obtain capital growth that meets or exceeds the performance of the S&P Composite 1500® Index over a full market cycle by investing in ETFs or underlying securities that provide Stratified WeightTM U.S. total equity market exposure to companies in the 1500 while seeking risk-managed growth via a defined risk hedging process. The fund will also invest in index options for risk management purposes and to seek to generate additional returns. Syntax?s Stratified Weight? is designed to correct for business risk concentrations that regularly occur in cap-weighted indices and equal-weighted indices.

Grade (RS Rating)

Last Trade

$43.25

Average Daily Volume

2,873

Number of Holdings *

3

* may have additional holdings in another (foreign) market
Performance
Period SECT SHUS
30 Days 5.57% 2.38%
60 Days 10.46% 6.95%
90 Days 4.97% 8.44%
12 Months 29.78% 15.85%
0 Overlapping Holdings
Symbol Grade Weight in SECT Weight in SHUS Overlap
SECT Overweight 7 Positions Relative to SHUS
Symbol Grade Weight
QQQ B 19.17%
IJK A 14.86%
XLC A 14.15%
SMH B 12.74%
ARKG F 3.32%
OIH D 0.52%
BIL B 0.0%
SECT Underweight 3 Positions Relative to SHUS
Symbol Grade Weight
SSPY C -82.05%
SMDY B -9.66%
SSLY B -4.98%
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