TDI vs. WLDR ETF Comparison
Comparison of Touchstone Dynamic International ETF (TDI) to Affinity World Leaders Equity ETF (WLDR)
TDI
Touchstone Dynamic International ETF
TDI Description
TDI provides broad exposure to the global equity markets outside the US. The fund may include common and preferred stocks, depositary receipts, REITs, as well as other exchange-traded funds. To construct the portfolio, the funds sub-adviser employs the Dynamic Alpha Stock Selection Model, a proprietary quantitative model that seeks to construct a risk-controlled, forward-looking portfolio that adapts to changing market conditions. The model estimates returns based on each securitys risk characteristics through a three-step process that utilizes fundamental data and statistical tools. An optimization process is then used to identify the portfolio of around 100-140 securities with the highest expected return for an acceptable level of risk. The fund rebalances periodically. On December 11, 2023, TDI converted from a mutual fund to an actively managed ETF with $62 million in assets.
Grade (RS Rating)
Last Trade
$29.28
Average Daily Volume
3,704
9
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.Grade (RS Rating)
Last Trade
$34.47
Average Daily Volume
3,249
73
Performance
| Period | TDI | WLDR |
|---|---|---|
| 30 Days | -2.79% | 3.61% |
| 60 Days | -3.11% | 5.09% |
| 90 Days | -3.30% | 7.41% |
| 12 Months | 35.69% |
1 Overlapping Holdings
| Symbol | Grade | Weight in TDI | Weight in WLDR | Overlap | |
|---|---|---|---|---|---|
| GOLD | C | 1.35% | 0.49% | 0.49% |
TDI Underweight 72 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -3.48% | |
| DELL | B | -3.12% | |
| HPE | B | -2.96% | |
| AMAT | F | -2.91% | |
| META | D | -2.91% | |
| NTAP | C | -2.79% | |
| BURL | B | -2.66% | |
| STX | C | -2.65% | |
| CPNG | D | -2.48% | |
| VTRS | A | -2.18% | |
| DOCU | B | -2.06% | |
| PFE | F | -1.96% | |
| CTSH | B | -1.92% | |
| GEN | B | -1.91% | |
| SSNC | B | -1.74% | |
| EBAY | D | -1.68% | |
| DFS | B | -1.44% | |
| CMCSA | B | -1.42% | |
| RF | A | -1.32% | |
| VZ | C | -1.31% | |
| TROW | B | -1.31% | |
| BK | A | -1.29% | |
| BRK.A | B | -1.21% | |
| OMC | C | -1.2% | |
| TEVA | C | -1.06% | |
| PM | B | -1.03% | |
| VRT | B | -1.02% | |
| BKR | A | -1.0% | |
| WMB | A | -0.99% | |
| MMM | D | -0.95% | |
| OC | A | -0.95% | |
| MO | A | -0.94% | |
| LMT | D | -0.94% | |
| TOL | B | -0.9% | |
| KR | B | -0.89% | |
| USFD | A | -0.87% | |
| FANG | C | -0.82% | |
| BCS | A | -0.8% | |
| RCL | A | -0.78% | |
| CCL | A | -0.77% | |
| CI | D | -0.7% | |
| FI | A | -0.7% | |
| SWK | D | -0.69% | |
| THC | D | -0.66% | |
| ELV | F | -0.64% | |
| PYPL | B | -0.64% | |
| HCA | F | -0.63% | |
| UHS | D | -0.59% | |
| ALL | A | -0.58% | |
| MKL | A | -0.56% | |
| LOGI | D | -0.54% | |
| CNC | D | -0.53% | |
| AER | A | -0.51% | |
| CF | A | -0.48% | |
| RNR | C | -0.46% | |
| EMN | C | -0.44% | |
| VST | A | -0.41% | |
| UAL | A | -0.41% | |
| ETR | B | -0.4% | |
| FIS | C | -0.4% | |
| DAL | B | -0.38% | |
| SPG | A | -0.36% | |
| PPL | A | -0.36% | |
| EVRG | A | -0.35% | |
| EXC | C | -0.35% | |
| LUV | C | -0.3% | |
| VICI | C | -0.3% | |
| DOC | C | -0.29% | |
| CPT | B | -0.29% | |
| GLPI | C | -0.28% | |
| PKG | A | -0.26% | |
| NEM | D | -0.22% |
TDI: Top Represented Industries & Keywords
WLDR: Top Represented Industries & Keywords
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