TGLR vs. CARZ ETF Comparison
Comparison of LAFFER TENGLER Equity Income ETF (TGLR) to First Trust NASDAQ Global Auto Index Fund (CARZ)
TGLR
LAFFER TENGLER Equity Income ETF
TGLR Description
TGLR aims to provide long-term capital appreciation by actively selecting between 25-35 US large-cap stocks. The stocks selected are expected to produce above-market dividend yield with low turnover. The strategy is based on two valuation metrics the sub-adviser believes to be consistent indicators of company value: relative dividend yield and relative price-to-sales ratio. The metrics help determine over- and under valuation, security by security. The sub-adviser then conducts proprietary fundamental factor research to identify stocks for portfolio selection. The research considers both qualitative and quantitative factors such as: catalyst for outperformance, franchise value and market growth, firm management, sales or revenue growth, margins, positive free cash flow, dividend growth, P/E, asset turnover, leverage, and risk. The primary indicator for a stock sell is when the stocks dividend yield is lower than the S&P 500 Index, a sell range is determined.
Grade (RS Rating)
Last Trade
$30.88
Average Daily Volume
2,371
29
CARZ
First Trust NASDAQ Global Auto Index Fund
CARZ Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ OMX Global Auto Index(SM). The index is owned and was developed by The NASDAQ OMX Group, Inc. (the "Index Provider"). The index Provider has contracted with Standard & Poor's to calculate and maintain the index. The index is designed to track the performance of the largest and most liquid companies engaged in manufacturing of automobiles. The fund is non-diversified.Grade (RS Rating)
Last Trade
$57.95
Average Daily Volume
2,228
52
Performance
| Period | TGLR | CARZ |
|---|---|---|
| 30 Days | 3.29% | 0.92% |
| 60 Days | 4.83% | 3.59% |
| 90 Days | 7.46% | 2.65% |
| 12 Months | 30.96% | 11.11% |
TGLR Overweight 24 Positions Relative to CARZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | 6.11% | |
| AXP | A | 4.89% | |
| AVGO | D | 4.51% | |
| JPM | A | 4.48% | |
| WMT | A | 4.46% | |
| HD | A | 4.15% | |
| CARR | D | 4.14% | |
| GS | A | 3.92% | |
| MCD | D | 3.87% | |
| RTX | C | 3.65% | |
| ABBV | D | 3.64% | |
| CVX | A | 3.15% | |
| EMR | A | 3.14% | |
| LHX | C | 3.04% | |
| SBUX | A | 2.89% | |
| JNJ | D | 2.82% | |
| STLD | B | 2.8% | |
| EOG | A | 2.77% | |
| DELL | C | 2.52% | |
| LRCX | F | 2.33% | |
| PLD | D | 2.27% | |
| PEP | F | 2.16% | |
| MDT | D | 2.05% | |
| NEE | D | 1.71% |
TGLR Underweight 47 Positions Relative to CARZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | -5.97% | |
| NVDA | C | -4.98% | |
| TSM | B | -4.64% | |
| AMD | F | -3.87% | |
| QCOM | F | -3.14% | |
| TM | D | -2.73% | |
| MU | D | -1.88% | |
| INTC | D | -1.84% | |
| ADI | D | -1.81% | |
| MRVL | B | -1.33% | |
| GM | B | -1.11% | |
| PCAR | B | -1.02% | |
| CMI | A | -0.84% | |
| F | C | -0.74% | |
| RMBS | C | -0.64% | |
| INDI | C | -0.62% | |
| MCHP | D | -0.59% | |
| HMC | F | -0.58% | |
| SITM | B | -0.57% | |
| MXL | C | -0.56% | |
| SYNA | C | -0.53% | |
| AMBA | B | -0.51% | |
| XPEV | C | -0.51% | |
| PLUG | F | -0.51% | |
| RIVN | F | -0.51% | |
| STLA | F | -0.51% | |
| LSCC | D | -0.5% | |
| BWA | D | -0.5% | |
| ALB | C | -0.5% | |
| ON | D | -0.49% | |
| ALGM | D | -0.49% | |
| STM | F | -0.48% | |
| SLAB | D | -0.48% | |
| AUR | C | -0.48% | |
| ST | F | -0.47% | |
| LEA | D | -0.46% | |
| SQM | F | -0.44% | |
| SWKS | F | -0.44% | |
| CRUS | D | -0.43% | |
| CHPT | F | -0.43% | |
| BIDU | F | -0.42% | |
| PSNY | F | -0.42% | |
| LI | F | -0.42% | |
| APTV | D | -0.39% | |
| NIO | F | -0.36% | |
| QRVO | F | -0.33% | |
| LCID | F | -0.32% |
TGLR: Top Represented Industries & Keywords
CARZ: Top Represented Industries & Keywords
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