TBFC vs. DUKQ ETF Comparison
Comparison of The Brinsmere Fund Conservative ETF (TBFC) to Ocean Park Domestic ETF (DUKQ)
TBFC
The Brinsmere Fund Conservative ETF
TBFC Description
TBFC is designed to deliver multi-asset exposure while seeking long-term capital appreciation with capital preservation. It holds funds that represent the broad equity and bond markets as selected based on a set of risk-management techniques of two independent proprietary strategies. The Systematic Market Beta Strategy (SMB) and the Classic Asset Allocation Revisited Strategy (CAAR) are rules-based, tactical asset allocation investment strategies used to systematically rebalance the funds holdings. The former aims to reduce risk and enhance performance based on market risk assessments, while the latter seeks tactical adaptation to changing market conditions using mean-variance optimization. The fund employs a conservative model of CAAR with a 20% equity floor target and a 40% equity cap. Both strategies are re-evaluated and rebalanced monthly. TBGC launched alongside its sister fund, TBFG, which seeks a growth-focused portfolio.
Grade (RS Rating)
Last Trade
$26.75
Average Daily Volume
1,062
9
DUKQ
Ocean Park Domestic ETF
DUKQ Description
The fund is an actively managed ETF that seeks to achieve its investment objective by tactically allocating the fund"s assets between unaffiliated U.S. equity ETFs ("Underlying ETFs") and cash equivalents. Under normal market conditions, the advisor expects to invest substantially all of its assets in underlying ETFs.Grade (RS Rating)
Last Trade
$26.82
Average Daily Volume
2,728
7
Performance
| Period | TBFC | DUKQ |
|---|---|---|
| 30 Days | -1.13% | 0.90% |
| 60 Days | 0.28% | 4.85% |
| 90 Days | 4.09% | 6.59% |
| 12 Months |
1 Overlapping Holdings
| Symbol | Grade | Weight in TBFC | Weight in DUKQ | Overlap | |
|---|---|---|---|---|---|
| RSP | B | 10.43% | 10.22% | 10.22% |
TBFC: Top Represented Industries & Keywords
DUKQ: Top Represented Industries & Keywords
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