SOXQ vs. BULZ ETF Comparison
Comparison of Invesco PHLX Semiconductor ETF (SOXQ) to MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ)
SOXQ
Invesco PHLX Semiconductor ETF
SOXQ Description
The investment seeks to track the investment results (before fees and expenses) of the PHLX Semiconductor Sector Index ®. The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, Nasdaq compiles the underlying index, which is a modified market-capitalization weighted index designed to measure the performance of the 30 largest companies listed in the United States that are engaged in the semiconductor business, as determined by the index Provider. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$38.06
Average Daily Volume
420,530
30
BULZ
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ Description
BULZ provides daily 3x exposure to an index of FANG and technology companies that meet certain requirements. The fund will consistently comprise eight core components (Alphabet, Amazon, Apple, Facebook, Microsoft, Netflix, NVIDIA, and Tesla) and include seven companies determined through a selection methodology. Eligible securities must be listed on a US exchange, classified in the technology sector, and have a market cap of at least 10 billion USD. Selection will begin with ranking the securities by market cap and selecting the 30 largest companies which will then be sorted by 12-month average daily value traded. The top seven stocks will complete the index along with the eight core components and are then equally weighted. The index is rebalanced monthly and reconstituted quarterly. As a leveraged product with 3x factor that resets daily, BULZ is not a buy-and-hold investment and should not be expected to provide index leverage return greater than a one day period.Grade (RS Rating)
Last Trade
$163.44
Average Daily Volume
96,833
15
Performance
| Period | SOXQ | BULZ |
|---|---|---|
| 30 Days | -5.37% | 10.53% |
| 60 Days | -1.77% | 21.25% |
| 90 Days | -6.44% | 13.84% |
| 12 Months | 29.84% | 80.52% |
SOXQ Overweight 24 Positions Relative to BULZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| MRVL | B | 4.9% | |
| TSM | B | 4.53% | |
| TXN | C | 3.96% | |
| AMAT | F | 3.89% | |
| LRCX | F | 3.75% | |
| ADI | D | 3.73% | |
| NXPI | F | 3.6% | |
| KLAC | F | 3.24% | |
| ASML | F | 3.16% | |
| MCHP | F | 2.79% | |
| ON | F | 2.27% | |
| MPWR | F | 2.23% | |
| GFS | C | 1.87% | |
| TER | F | 1.38% | |
| ARM | F | 1.35% | |
| ENTG | F | 1.21% | |
| COHR | B | 1.21% | |
| SWKS | F | 1.06% | |
| MTSI | B | 0.72% | |
| ONTO | F | 0.64% | |
| LSCC | D | 0.55% | |
| AMKR | F | 0.51% | |
| QRVO | F | 0.5% | |
| CRUS | F | 0.43% |
SOXQ: Top Represented Industries & Keywords
BULZ: Top Represented Industries & Keywords
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